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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
CYG
1726
Clean Yield Group
Vermont
$651K -$734K -21,554 -51%
TC
1727
Truvestments Capital
Florida
$650K -$450K -13,203 -39%
AIM
1728
Arcadia Investment Management
Michigan
$648K -$35.9K -1,054 -5%
GC
1729
Grace Capital
Massachusetts
$648K +$258K +7,560 +56%
MBI
1730
Montrusco Bolton Investments
Quebec, Canada
$645K -$671K -19,678 -49%
SWA
1731
Sutton Wealth Advisors
Florida
$644K +$8.42K +247 +1%
ERIM
1732
Eagle Ridge Investment Management
Connecticut
$643K +$10.5K +307 +2%
EMG
1733
Ellington Management Group
Connecticut
$643K +$708K +20,764 New
CT
1734
Clearstead Trust
Maine
$642K -$3.17K -93 -0.4%
DAM
1735
Doheny Asset Management
California
$642K
RMA
1736
Roffman Miller Associates
Pennsylvania
$641K -$167K -4,903 -19%
OFW
1737
Omnia Family Wealth
Florida
$639K +$22.2K +652 +3%
GFP
1738
Gryphon Financial Partners
Ohio
$637K -$40K -1,174 -5%
ACWM
1739
Adams Chetwood Wealth Management
North Carolina
$637K +$419K +12,290 +214%
VC
1740
Veracity Capital
Georgia
$636K -$204K -5,975 -23%
SIM
1741
SSI Investment Management
California
$633K -$7.87K -231 -1%
VCP
1742
Verus Capital Partners
Arizona
$633K +$43.4K +1,274 +7%
OL
1743
Optas LLC
Texas
$632K +$356K +10,455 +105%
TSWM
1744
Triangle Securities Wealth Management
North Carolina
$631K +$67.8K +1,990 +11%
TF
1745
Tompkins Financial
New York
$630K -$148K -4,355 -18%
AF
1746
Allworth Financial
California
$630K +$152K +4,451 +28%
THWM
1747
Taylor Hoffman Wealth Management
Virginia
$629K -$3.58K -105 -0.5%
IFAM
1748
Institutional & Family Asset Management
Colorado
$629K -$1.84K -54 -0.3%
EWM
1749
Elmwood Wealth Management
California
$628K -$30.6K -898 -5%
CWP
1750
CFM Wealth Partners
Texas
$627K +$104K +3,038 +18%

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.