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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
GWCM
1576
Godshalk Welsh Capital Management
Pennsylvania
$842K -$53.9K -1,581 -5%
AIM
1577
Aspen Investment Management
Michigan
$842K -$12.6K -369 -1%
ATC
1578
Adirondack Trust Company
New York
$841K +$34.6K +1,016 +4%
JIP
1579
Jaffetilchin Investment Partners
Florida
$839K +$67.4K +1,978 +8%
RFA
1580
Reilly Financial Advisors
California
$837K -$443K -12,991 -32%
NHC
1581
Nicholas Hoffman & Company
Georgia
$836K -$230K -6,744 -20%
DA
1582
Detalus Advisors
Missouri
$836K +$172K +5,061 +23%
CNBT
1583
Cornerstone National Bank & Trust
Illinois
$833K +$319K +9,360 +53%
BW
1584
Bison Wealth
Georgia
$831K -$188K -5,527 -17%
QCIG
1585
Quad-Cities Investment Group
Iowa
$827K -$10.3K -302 -1%
RP
1586
Rice Partnership
Hawaii
$825K -$197K -5,773 -18%
ECG
1587
Edge Capital Group
Georgia
$819K +$818 +24 +0.1%
KMWM
1588
Keudell/Morrison Wealth Management
Oregon
$816K +$94K +2,759 +12%
TI
1589
Trexquant Investment
Connecticut
$815K -$4.68M -137,245 -84%
PIM
1590
Profit Investment Management
Maryland
$814K
CCMD
1591
Cypress Capital Management (Delaware)
Delaware
$812K -$10.9M -318,990 -92%
VPIM
1592
Vanguard Personalized Indexing Management
California
$812K +$893K +26,211 New
PAS
1593
Professional Advisory Services
Florida
$811K -$886 -26 -0.1%
ZF
1594
Zhang Financial
Michigan
$809K -$30.3K -888 -3%
IRC
1595
Investors Research Corp
Georgia
$809K -$9.74K -286 -1%
ICM
1596
IMS Capital Management
Oregon
$809K +$635K +18,650 +249%
TCPWM
1597
Traverso Chambers Private Wealth Management
California
$807K +$105K +3,068 +13%
OC
1598
Oarsman Capital
Wisconsin
$806K -$203K -5,952 -19%
BC
1599
Burleson & Co
California
$806K -$87.3K -2,563 -10%
SIC
1600
SFE Investment Counsel
California
$804K +$1.81K +53 +0.2%

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.