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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
EIA
1926
Edgemoor Investment Advisors
Maryland
$430K
PWMG
1927
Prestige Wealth Management Group
New Jersey
$429K -$145K -4,249 -24%
IC
1928
InterOcean Capital
Illinois
$428K -$40.4K -1,186 -8%
FIM
1929
Fruth Investment Management
Texas
$428K -$1.12K -33 -0.2%
PWAP
1930
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$427K -$34.4K -1,010 -8%
EBT
1931
Enterprise Bank & Trust
Massachusetts
$426K -$195K -5,710 -29%
AIM
1932
Avity Investment Management
Connecticut
$425K
WI
1933
Wedgewood Investors
Pennsylvania
$425K
ZAM
1934
Zevin Asset Management
Massachusetts
$423K
MFG
1935
Merit Financial Group
Georgia
$423K +$22.2K +651 +5%
PFGIA
1936
Patriot Financial Group Insurance Agency
Massachusetts
$423K +$54.1K +1,589 +13%
ED
1937
Exane Derivatives
France
$423K -$49.1K -1,441 -10%
BWA
1938
Burt Wealth Advisors
Maryland
$422K +$8.42K +247 +2%
BA
1939
Bristlecone Advisors
Washington
$421K -$646K -18,972 -58%
PCS
1940
Personal CFO Solutions
New Jersey
$420K +$52.2K +1,533 +13%
CIS
1941
Capital International Sarl
California
$419K -$565K -16,579 -55%
RWM
1942
RKL Wealth Management
Pennsylvania
$419K -$14.9K -436 -3%
NME
1943
Notis-McConarty Edward
$419K -$9.71K -285 -2%
XSC
1944
X-Square Capital
Puerto Rico
$419K +$94.1K +2,761 +26%
SAM
1945
Secure Asset Management
Michigan
$419K +$202K +5,942 +78%
BCI
1946
Brinker Capital Investments
Pennsylvania
$418K +$48K +1,409 +12%
CC
1947
Cedar Capital
Illinois
$416K -$194K -5,691 -30%
JA
1948
JOYN Advisors
Georgia
$416K -$94.5K -2,772 -17%
LWA
1949
Lenox Wealth Advisors
New York
$416K +$341 +10 +0.1%
DA
1950
Denali Advisors
California
$415K -$7.13M -209,219 -94%

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.