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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
FCA
1801
FinTrust Capital Advisors
South Carolina
$567K -$249K -7,317 -29%
CWM
1802
Chesapeake Wealth Management
Virginia
$567K -$61.1K -1,794 -9%
BBI
1803
Baxter Bros Inc
Connecticut
$567K +$1.5K +44 +0.2%
GEA
1804
Glen Eagle Advisors
New Jersey
$564K +$144K +4,227 +30%
AIA
1805
AIMZ Investment Advisors
California
$563K -$3.48K -102 -0.6%
WA
1806
Wambolt & Associates
Colorado
$563K +$20.6K +605 +3%
MMPW
1807
Mitchell McLeod Pugh & Williams
Alabama
$562K -$151K -4,417 -20%
AFP
1808
Ausdal Financial Partners
Iowa
$560K +$123K +3,622 +28%
CCA
1809
Conestoga Capital Advisors
Pennsylvania
$558K
TC
1810
TAP Consulting
Missouri
$558K +$37.1K +1,089 +6%
FPS
1811
Fieldpoint Private Securities
Connecticut
$556K +$24.5K +720 +4%
MWM
1812
Minot Wealth Management
Massachusetts
$554K +$50.7K +1,489 +9%
MA
1813
Modus Advisors
Minnesota
$554K +$117K +3,440 +24%
MCM
1814
MV Capital Management
Maryland
$553K +$135K +3,970 +29%
ECAM
1815
East Coast Asset Management
Massachusetts
$551K -$61.8K -1,813 -9%
TCWM
1816
Total Clarity Wealth Management
Illinois
$546K -$34.9K -1,024 -5%
CWM
1817
CCG Wealth Management
California
$546K -$1.87K -55 -0.3%
WTFG
1818
Wells Trecaso Financial Group
Ohio
$545K -$69.8K -2,048 -10%
SAM
1819
Sawgrass Asset Management
Florida
$545K -$19.4K -569 -3%
PCM
1820
Perritt Capital Management
Illinois
$544K
WPA
1821
West Paces Advisors
Georgia
$542K -$403K -11,822 -40%
ACM
1822
Ayrshire Capital Management
Connecticut
$542K -$24.3K -712 -4%
RPA
1823
Rock Point Advisors
Vermont
$542K
UF
1824
Univest Financial
Pennsylvania
$538K -$149K -4,367 -20%
XM
1825
XTX Markets
New York
$538K +$592K +17,388 New

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.