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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
AWM
1976
Absher Wealth Management
North Carolina
$400K +$47.4K +1,391 +12%
IFG
1977
Investors Financial Group
Minnesota
$398K -$42.7K -1,254 -9%
DC
1978
DeDora Capital
California
$397K -$5.08K -149 -1%
MPIA
1979
Mountain Pacific Investment Advisers
Idaho
$397K -$4.67K -137 -1%
HRC
1980
Hoertkorn Richard Charles
$396K -$17K -500 -4%
WA
1981
Waverly Advisors
Alabama
$396K +$42.5K +1,247 +11%
HBWM
1982
Hollow Brook Wealth Management
New York
$395K -$6.1K -179 -1%
LFG
1983
LifePlan Financial Group
Ohio
$395K -$511 -15 -0.1%
GIP
1984
Granite Investment Partners
California
$394K -$86.4K -2,537 -17%
H
1985
HoyleCohen
California
$394K
ST
1986
Sentinel Trust
Texas
$394K +$434K +12,738 New
FBA
1987
Front Barnett Associates
Illinois
$393K +$18K +527 +4%
PPP
1988
Private Portfolio Partners
New Jersey
$393K +$25K +735 +6%
SCM
1989
Stellar Capital Management
Arizona
$392K -$6.34K -186 -1%
GWI
1990
Grace & White Inc
New York
$392K
JCM
1991
Jag Capital Management
Missouri
$391K -$14.4K -422 -3%
SAM
1992
Seelaus Asset Management
New Jersey
$391K
PA
1993
Perennial Advisors
New York
$386K +$226K +6,635 +114%
AIM
1994
Aigen Investment Management
New York
$385K +$423K +12,417 New
OAM
1995
Oak Asset Management
California
$385K +$423K +12,425 New
FHC
1996
First Heartland Consultants
Missouri
$384K +$8.96K +263 +2%
SCM
1997
Seascape Capital Management
New Hampshire
$384K +$226K +6,641 +115%
JF
1998
JSF Financial
California
$383K +$42.2K +1,239 +11%
BHTS
1999
Bar Harbor Trust Services
Maine
$382K -$501K -14,689 -54%
HEIP
2000
Hudson Edge Investment Partners
New Jersey
$382K

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.