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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
FFC
1601
First Financial Corp
Indiana
$799K +$23.2K +681 +3%
GLA
1602
Great Lakes Advisors
Illinois
$797K -$90.1K -2,643 -9%
AL
1603
Aspiriant LLC
California
$793K -$53.7K -1,577 -6%
TWP
1604
Tempus Wealth Planning
California
$792K +$86.2K +2,531 +11%
ONST
1605
Old North State Trust
North Carolina
$791K -$17.6K -517 -2%
PAM
1606
Premier Asset Management
Illinois
$791K +$159K +4,654 +22%
VCM
1607
Violich Capital Management
California
$790K
IFS
1608
Ifrah Financial Services
Arkansas
$789K -$151K -4,439 -15%
HHAA
1609
Henry H. Armstrong Associates
Pennsylvania
$788K +$21.5K +632 +3%
AI
1610
ArchPoint Investors
Florida
$788K +$180K +5,296 +26%
LFA
1611
Legacy Financial Advisors
Kentucky
$787K +$294K +8,632 +66%
OPS
1612
Orion Portfolio Solutions
Nebraska
$786K -$239K -7,013 -22%
AIM
1613
Aurora Investment Managers
Florida
$785K -$375K -10,995 -30%
GIA
1614
Gladstone Institutional Advisory
Florida
$785K +$328K +9,636 +61%
TFCM
1615
Taylor Frigon Capital Management
Arizona
$784K +$3.24K +95 +0.4%
ACM
1616
Allred Capital Management
Texas
$783K -$50.4K -1,480 -6%
BMA
1617
Brooks Moore & Associates
Tennessee
$783K -$5.38K -158 -0.6%
GSC
1618
G&S Capital
Colorado
$782K -$1.64K -48 -0.2%
RCA
1619
Ranch Capital Advisors
Florida
$778K -$93.4K -2,742 -10%
Koshinski Asset Management
1620
Koshinski Asset Management
Illinois
$778K -$77.7K -2,281 -8%
LRPA
1621
L. Roy Papp & Associates
Arizona
$778K -$36.8K -1,079 -4%
ARMT
1622
Amica Retiree Medical Trust
Rhode Island
$777K -$166K -4,884 -16%
III
1623
Independent Investors Inc
New York
$777K
SCA
1624
Stonebridge Capital Advisors
Minnesota
$776K -$59K -1,731 -6%
WAAG
1625
Wealth Alliance Advisory Group
Kansas
$776K +$49.9K +1,463 +6%

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.