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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
PFA
1626
Pure Financial Advisors
California
$775K -$52.3K -1,536 -6%
PCG
1627
Private Capital Group
Connecticut
$775K +$219K +6,429 +35%
CA
1628
Calton & Associates
Florida
$774K -$9.92K -291 -1%
CAM
1629
Covenant Asset Management
New Jersey
$773K +$199K +5,848 +31%
FM
1630
Family Management
New York
$771K -$192K -5,641 -18%
WOC
1631
West Oak Capital
California
$771K -$46.3K -1,360 -5%
CCG
1632
Ceeto Capital Group
Florida
$770K +$27.5K +806 +3%
KJHP
1633
K.J. Harrison & Partners
Ontario, Canada
$766K
EWA
1634
ERTS Wealth Advisors
Michigan
$765K +$108K +3,156 +15%
XF
1635
XML Financial
Maryland
$758K -$106K -3,109 -11%
DF
1636
Donoghue Forlines
Massachusetts
$757K -$2.24M -65,654 -73%
IAP
1637
Indie Asset Partners
Indiana
$757K -$8.42K -247 -1%
WAS
1638
Wealth Advisory Solutions
Indiana
$756K -$144K -4,239 -15%
SBA
1639
Secrest Blakey & Associates
North Carolina
$755K +$96.5K +2,831 +13%
RAM
1640
Redmond Asset Management
Virginia
$754K +$45.3K +1,328 +6%
FANJ
1641
Financial Architects (New Jersey)
New Jersey
$753K -$54.5K -1,598 -6%
CTA
1642
Colonial Trust Advisors
South Carolina
$753K -$35.8K -1,051 -4%
TI
1643
Tidal Investments
Wisconsin
$753K +$323K +9,476 +64%
DE
1644
Day & Ennis
Georgia
$751K -$14.5K -426 -2%
NSB
1645
Norway Savings Bank
Maine
$747K +$107K +3,135 +15%
CA
1646
Cumberland Advisors
Florida
$747K +$620K +18,182 +305%
GWS
1647
Glassman Wealth Services
Virginia
$745K +$94.4K +2,771 +13%
BWM
1648
Benchmark Wealth Management
Connecticut
$744K -$25.1K -737 -3%
SWP
1649
Summit Wealth Partners
Florida
$744K -$47.3K -1,389 -5%
BCWM
1650
Blue Chip Wealth Management
Florida
$743K +$37.1K +1,088 +5%

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.