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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
MSS
1701
Mitchell Sinkler & Starr
Pennsylvania
$692K
KWMG
1702
King Wealth Management Group
Florida
$692K +$287K +8,437 +61%
MKC
1703
M. Kraus & Co
Vermont
$689K -$545 -16 -0.1%
BAM
1704
Beaumont Asset Management
Texas
$684K -$3.03K -89 -0.4%
MGWM
1705
Marks Group Wealth Management
Minnesota
$682K +$64K +1,877 +9%
CCMT
1706
CMT Capital Markets Trading
Germany
$678K +$746K +21,887 New
CPSC
1707
Carl P. Sherr & Co
Massachusetts
$676K -$44.7K -1,311 -6%
HWMG
1708
Hurlow Wealth Management Group
Indiana
$676K +$33K +969 +5%
FLI
1709
Family Legacy Inc
South Carolina
$672K -$4.5K -132 -0.6%
IMRF
1710
Illinois Municipal Retirement Fund
Illinois
$667K -$51.5K -1,512 -7%
AI
1711
Accredited Investors
Minnesota
$666K -$7.7K -226 -1%
Loomis, Sayles & Company
1712
Loomis, Sayles & Company
Massachusetts
$664K -$1.56M -45,915 -68%
SAM
1713
Summit Asset Management
Tennessee
$663K +$36.8K +1,081 +5%
PAIM
1714
Punch & Associates Investment Management
Minnesota
$663K +$144K +4,216 +25%
GKWIM
1715
Gerber Kawasaki Wealth & Investment Management
California
$662K +$3K +88 +0.4%
PWM
1716
PBMares Wealth Management
Virginia
$661K +$21.4K +629 +3%
WB
1717
West Bancorporation
Iowa
$659K
EAM
1718
Evanson Asset Management
California
$659K +$9.44K +277 +1%
BRM
1719
Boston Research & Management
Massachusetts
$658K
DWM
1720
Darwin Wealth Management
Florida
$654K -$1.45M -42,654 -67%
PWPS
1721
Pinnacle Wealth Planning Services
Ohio
$654K -$190K -5,584 -21%
FDCC
1722
Foster Dykema Cabot & Co
Massachusetts
$654K
BCA
1723
Bay Colony Advisors
Massachusetts
$654K +$253K +7,424 +54%
HIA
1724
Harbor Investment Advisory
Maryland
$652K -$234K -6,875 -25%
TWM
1725
Titus Wealth Management
California
$652K +$5.28K +155 +0.7%

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.