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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
EVC
1676
Eidelman Virant Capital
Missouri
$716K -$2.19M -64,347 -74%
FNC
1677
First National Corp
Massachusetts
$716K +$49.8K +1,461 +10%
MCA
1678
Mercer Capital Advisers
New Jersey
$715K -$63.4K -1,861 -7%
GLLW
1679
Graves Light Lenhart Wealth
Virginia
$715K -$10.9K -321 -1%
MFG
1680
MidWestOne Financial Group
Iowa
$714K -$79.5K -2,333 -9%
ITIM
1681
Indiana Trust & Investment Management
Indiana
$714K -$17.5K -515 -2%
BBL
1682
Beck Bode LLC
Massachusetts
$712K -$113K -3,317 -14%
LRIC
1683
Long Road Investment Counsel
Michigan
$711K +$520K +15,265 +199%
KLWA
1684
Kelly Lawrence W & Associates
California
$710K
SIM
1685
Sterling Investment Management
Arizona
$707K +$411K +12,066 +112%
NCM
1686
Noesis Capital Mangement
Florida
$706K +$10.8K +316 +1%
SXL
1687
Summit X LLC
Missouri
$705K +$4.87K +143 +0.6%
CIM
1688
CIM Investment Management
Pennsylvania
$704K +$27.8K +816 +4%
RPC
1689
Rossmore Private Capital
Connecticut
$704K +$498K +14,620 +180%
VAM
1690
Verity Asset Management
North Carolina
$703K +$87.4K +2,564 +13%
S
1691
Seeyond
France
$703K +$152K +4,462 +7%
OI
1692
Oakbrook Investments
Illinois
$702K -$2.54M -74,435 -77%
MIM
1693
Moseley Investment Management
Florida
$700K -$9.68K -284 -1%
PPW
1694
Parcion Private Wealth
Washington
$700K +$9.1K +267 +1%
CMANY
1695
Capital Management Associates (New York)
New York
$699K +$137K +4,032 +22%
CAG
1696
Csenge Advisory Group
Florida
$699K +$224K +6,573 +41%
SCP
1697
Shorepoint Capital Partners
Massachusetts
$698K -$17.2K -506 -2%
CST
1698
Charles Schwab Trust
Nevada
$697K -$345K -10,126 -31%
CCM
1699
Canal Capital Management
Virginia
$694K +$11K +322 +1%
HTHT
1700
Hemenway Trust Hemenway Trust
New Hampshire
$693K -$12.8K -376 -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.