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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
SWP
1851
Strategic Wealth Partners
Ohio
$508K
CCFM
1852
Clear Creek Financial Management
Washington
$508K +$3.31K +97 +0.7%
RWM
1853
Ritholtz Wealth Management
New York
$507K +$176K +5,155 +46%
AIIMS
1854
Analyst IMS Investment Management Services
Israel
$506K -$169K -4,961 -23%
PFM
1855
Parsec Financial Management
North Carolina
$505K -$182K -5,349 -25%
MCIA
1856
Mountain Capital Investment Advisors
Colorado
$505K -$19.5K -571 -4%
SMM
1857
Stadion Money Management
Georgia
$502K -$7.63K -224 -1%
HIM
1858
Hillsdale Investment Management
Ontario, Canada
$501K -$85.5K -2,508 -13%
RTC
1859
Riverview Trust Company
Washington
$498K -$254K -7,460 -32%
JFA
1860
JNBA Financial Advisors
Minnesota
$496K +$6.78K +199 +1%
MC
1861
Middleton & Co
Massachusetts
$495K -$5.32K -156 -1%
HFP
1862
Holistic Financial Partners
Indiana
$494K +$7.77K +228 +1%
JWM
1863
Jupiter Wealth Management
Colorado
$493K -$35.9K -1,054 -7%
PAM
1864
Pegasus Asset Management
New York
$491K -$28.3K -831 -5%
IIM
1865
Ironwood Investment Management
Massachusetts
$490K
SAM
1866
Security Asset Management
New York
$490K
SGK
1867
Steigerwald Gordon & Koch
Virginia
$489K +$82.5K +2,421 +18%
SIC
1868
Sigma Investment Counselors
Michigan
$488K -$18K -527 -3%
VFP
1869
Verus Financial Partners
Virginia
$487K +$6.37K +187 +1%
CIA
1870
CCM Investment Advisers
South Carolina
$486K -$6.74M -197,860 -93%
ISWM
1871
Independent Solutions Wealth Management
New York
$486K -$41.7K -1,223 -7%
CCM
1872
Cribstone Capital Management
Maine
$484K +$17.6K +516 +3%
CA
1873
Cornerstone Advisory
Maryland
$483K -$151K -4,431 -22%
FEM
1874
Fulcrum Equity Management
Texas
$483K -$53.5K -1,571 -9%
MWM
1875
Meridian Wealth Management
Kentucky
$483K +$79.6K +2,335 +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.