We are live on ! Find out more

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
GTAM
1876
Global Trust Asset Management
Florida
$483K +$83.1K +2,440 +19%
CCM
1877
Chilton Capital Management
Texas
$480K -$18K -527 -3%
EGA
1878
Eagle Global Advisors
Texas
$479K -$18K -527 -3%
SC
1879
SRB Corp
Massachusetts
$479K +$32.7K +959 +7%
BI
1880
Ballast Inc
Kentucky
$478K +$70.8K +2,077 +16%
IWP
1881
Icon Wealth Partners
Texas
$478K +$72.4K +2,124 +16%
IGGA
1882
Iron Gate Global Advisors
Utah
$477K -$16.3K -479 -3%
FC
1883
Ferris Capital
Massachusetts
$477K +$954 +28 +0.2%
HFA
1884
Huber Financial Advisors
Illinois
$476K -$31.8K -934 -6%
BCA
1885
Bray Capital Advisors
Florida
$474K -$25.1K -738 -5%
HS
1886
Haafor (Singapore)
Singapore
$472K -$420K -12,319 -45%
MWM
1887
Mattern Wealth Management
Kansas
$471K +$62.1K +1,822 +14%
TAM
1888
Tradition Asset Management
Virginia
$470K -$125K -3,666 -19%
FCFC
1889
First Citizens Financial Corp
Iowa
$470K +$33.1K +970 +7%
HI
1890
Hoey Investments
Pennsylvania
$468K +$515K +15,123 New
MJP
1891
Michael J. Puzo
$467K -$3.58K -105 -0.7%
BOS
1892
Bingham Osborn & Scarborough
California
$466K -$27.8K -815 -5%
CPIA
1893
Cornell Pochily Investment Advisors
New York
$466K -$12.8K -376 -2%
PG
1894
Proffitt & Goodson
Tennessee
$464K -$191K -5,607 -27%
MGAM
1895
McGowan Group Asset Management
Texas
$463K +$325K +9,526 +176%
VCS
1896
Vaughan & Co Securities
New Jersey
$463K
CCM
1897
Carlson Capital Management
Minnesota
$462K +$59.3K +1,741 +15%
QT
1898
Quantbot Technologies
New York
$461K +$259K +7,614 +105%
ACM
1899
AlphaStar Capital Management
North Carolina
$460K -$103K -3,018 -18%
WAM
1900
Winslow Asset Management
Ohio
$460K

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.