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2,438 hedge funds and large institutions have $130B invested in Pfizer in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 990 increasing their positions, 1,120 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 107140 (+33)

0.36% less ownership

Funds ownership: 76.09%75.73% (-0.36%)

3% less funds holding

Funds holding: 2,5252,438 (-87)

12% less repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 1,120

17% less capital invested

Capital invested by funds: $157B → $130B (-$26.7B)

30% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 181

33% less call options, than puts

Call options by funds: $876M | Put options by funds: $1.31B

Holders
2,438
Holders Change
-87
Holders Change %
-3.45%
% of All Funds
53.71%
Holding in Top 10
140
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+30.84%
% of All Funds
3.08%
New
126
Increased
990
Reduced
1,120
Closed
181
Calls
$876M
Puts
$1.31B
Net Calls
-$436M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1551
Meridian Wealth Advisors
Texas
$882K +$12.8K +375 +1%
IP
1552
Intellectus Partners
California
$881K -$46.7K -1,370 -5%
BLAM
1553
Bourne Lent Asset Management
New York
$881K -$35.9K -1,054 -4%
IDBONY
1554
Israel Discount Bank of New York
New York
$880K +$92.8K +2,724 +11%
TSS
1555
Two Sigma Securities
New York
$880K +$968K +28,401 New
PA
1556
PFG Advisors
Arizona
$878K +$77.2K +2,267 +10%
CICI
1557
Capital Investment Counsel Inc
North Carolina
$876K +$87.2K +2,560 +10%
NAS
1558
Nicolet Advisory Services
Wisconsin
$876K +$335K +9,844 +53%
NAMP
1559
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$874K +$18K +527 +2%
WAP
1560
Wealthcare Advisory Partners
Pennsylvania
$868K -$116K -3,403 -11%
IAIM
1561
International Assets Investment Management
Florida
$865K +$952K +27,940 New
CS
1562
Cannell & Spears
New York
$864K +$23.1K +678 +2%
GTCM
1563
Gyon Technologies Capital Management
New Jersey
$862K +$948K +27,828 New
FSA
1564
Fort Sheridan Advisors
Illinois
$861K +$357K +10,465 +60%
SDAM
1565
Shulman DeMeo Asset Management
New York
$860K +$62.9K +1,847 +7%
SIA
1566
Soltis Investment Advisors
Utah
$860K +$440K +12,906 +87%
BCMO
1567
Buckingham Capital Management (Ohio)
Ohio
$859K -$1.01M -29,502 -52%
TMAM
1568
Tokio Marine Asset Management
Japan
$859K -$85.8K -2,518 -8%
SFA
1569
Souders Financial Advisors
Ohio
$859K +$945K +27,742 New
FSA
1570
Franklin Street Advisors
North Carolina
$857K -$163K -4,781 -15%
GA
1571
Greytown Advisors
Florida
$856K +$90K +2,640 +11%
MF
1572
MHI Funds
New York
$855K -$533K -15,650 -36%
TFS
1573
TrustCore Financial Services
Tennessee
$854K -$15.8K -464 -2%
WPA
1574
Winning Points Advisors
Florida
$853K -$186K -5,459 -17%
BCA
1575
Berman Capital Advisors
Georgia
$846K +$356K +10,457 +62%

PFE Hedge Fund Activity: Q1 2020 in Review

2,438 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2020, worth a combined $130B — down 17% from $157B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of PFE and 126 opened new positions — a net loss of 55 holders — while 1,120 trimmed existing stakes and 990 added.

The largest buyer was Capital World Investors, adding an estimated $1.3B. The largest seller was Fisher Asset Management, cutting an estimated $1.43B.

  • 2,438 institutional investors held Pfizer (PFE) as of Q1 2020, down from 2,525 in Q4 2019.
  • Funds reported $130B of Pfizer stock for Q1 2020, down 17% quarter-over-quarter.
  • 126 funds opened new Pfizer positions in Q1 2020 and 181 closed out, a net change of -55 holders.
  • The largest Pfizer buyer in Q1 2020 was Capital World Investors, an estimated $1.3B added.
  • The largest Pfizer seller in Q1 2020 was Fisher Asset Management, an estimated $1.43B sold.

Based on aggregated 13F filings for Q1 2020.