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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
LI
1826
Lafayette Investments
Maryland
$537K -$4.67K -137 -0.8%
GCMG
1827
Gyroscope Capital Management Group
Florida
$537K +$57.8K +1,695 +11%
CG
1828
Corundum Group
Colorado
$535K -$3.54K -104 -0.6%
HCM
1829
Highlander Capital Management
New Jersey
$535K +$3.61K +106 +0.6%
ODCM
1830
Old Dominion Capital Management
Virginia
$534K -$29.5K -865 -5%
MWM
1831
Marietta Wealth Management
Georgia
$534K +$11.3K +332 +2%
NJBEST
1832
New Jersey Better Educational Savings Trust
New Jersey
$532K
ACM
1833
AlphaCrest Capital Management
New York
$530K -$6.75M -197,994 -92%
APW
1834
Acima Private Wealth
Virginia
$530K -$21.6K -633 -4%
MC
1835
Miles Capital
Iowa
$530K -$7.26K -213 -1%
RGC
1836
Roberts, Glore & Co
Illinois
$528K -$7.16K -210 -1%
SPP
1837
Single Point Partners
Massachusetts
$528K -$4.02K -118 -0.7%
RHDIC
1838
R.H. Dinel Investment Counsel
California
$527K
MWM
1839
Merriman Wealth Management
Washington
$526K -$24.2K -710 -4%
RWA
1840
River Wealth Advisors
Pennsylvania
$525K +$35.6K +1,044 +7%
MW
1841
Marcum Wealth
Ohio
$524K -$32K -940 -5%
LMAM
1842
Legg Mason Asset Management
Japan
$523K +$574K +16,857 New
APC
1843
Aspire Private Capital
North Carolina
$520K -$133K -3,917 -19%
HCP
1844
Holt Capital Partners
Texas
$519K +$3.58K +105 +0.6%
AWM
1845
Arbor Wealth Management
Florida
$517K -$23K -675 -4%
NP
1846
NorthRock Partners
Minnesota
$515K -$666K -19,537 -54%
SWA
1847
Stratos Wealth Advisors
Ohio
$515K -$17.4K -510 -3%
AWM
1848
Aevitas Wealth Management
Massachusetts
$511K +$8.31K +244 +2%
DBIA
1849
Dumont & Blake Investment Advisors
New Jersey
$510K -$5.72K -168 -1%
CWP
1850
Capital Wealth Planning
Florida
$510K +$84.6K +2,483 +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.