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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
MCM
1951
McRae Capital Management
New Jersey
$415K -$114K -3,357 -20%
PC
1952
Port Capital
Illinois
$414K -$1.43K -42 -0.3%
CBFP
1953
Cedar Brook Financial Partners
Ohio
$413K +$91.8K +2,695 +25%
PP
1954
PDS Planning
Ohio
$412K -$28.2K -829 -6%
RFN
1955
RDA Financial Network
Iowa
$412K -$25.6K -752 -5%
PTB
1956
Pioneer Trust Bank
Oregon
$412K +$3.41K +100 +0.8%
GI
1957
Gradient Investments
Minnesota
$412K +$10.3K +302 +2%
SIG
1958
Sargent Investment Group
Maryland
$411K -$10.9K -321 -2%
SAM
1959
SignalPoint Asset Management
Missouri
$411K +$41.2K +1,210 +10%
ACA
1960
Affinity Capital Advisors
California
$410K -$4.87K -143 -1%
WRM
1961
Weybosset Research & Management
Rhode Island
$410K
WCM
1962
Weik Capital Management
Pennsylvania
$409K +$73.1K +2,145 +19%
CA
1963
Cambridge Advisors
Nebraska
$407K +$30K +880 +7%
VRM
1964
Vectors Research Management
New York
$406K -$112K -3,284 -20%
KA
1965
Klingman & Associates
New York
$406K -$9.27K -272 -2%
BMCM
1966
Bryn Mawr Capital Management
Pennsylvania
$404K -$2.38K -70 -0.5%
CWM
1967
Circle Wealth Management
New Jersey
$404K -$545 -16 -0.1%
LA
1968
Legacy Advisors
Pennsylvania
$403K -$25.3K -742 -5%
NG
1969
Northstar Group
New York
$403K +$2.25K +66 +0.5%
CAN
1970
Claraphi Advisory Network
United States
$403K +$21.6K +633 +5%
AFC
1971
AFT Forsyth & Company
Florida
$402K -$71.8K -2,108 -14%
MAWCM
1972
Mine & Arao Wealth Creation & Management
California
$402K -$38.6K -1,132 -8%
TIA
1973
Tiemann Investment Advisors
California
$402K -$886 -26 -0.2%
CWM
1974
Confluence Wealth Management
Oregon
$401K -$116K -3,400 -21%
WAG
1975
Winthrop Advisory Group
Massachusetts
$401K -$2.79K -82 -0.6%

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.