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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
CFS
2001
CRA Financial Services
New Jersey
$382K +$85K +2,494 +25%
MPCG
2002
Matrix Private Capital Group
New York
$382K +$144K +4,234 +52%
FUBT
2003
First United Bank & Trust
Maryland
$381K +$34.3K +1,006 +9%
WA1
2004
Wimmer Associates 1
California
$380K +$63.5K +1,864 +18%
MGIA
2005
Moneta Group Investment Advisors
Missouri
$379K -$136K -3,983 -25%
GSWM
2006
Golden State Wealth Management
California
$379K +$158K +4,644 +61%
LC
2007
Lindbrook Capital
California
$378K -$113K -3,306 -21%
MWPCG
2008
Measured Wealth Private Client Group
New Hampshire
$378K -$70.8K -2,077 -15%
NCM
2009
Northside Capital Management
Oregon
$378K
ATWA
2010
Arbor Trust Wealth Advisors
Michigan
$377K
FFS
2011
Founders Financial Securities
Maryland
$375K +$65.2K +1,912 +19%
SM
2012
Sciencast Management
New Jersey
$374K -$398K -11,666 -50%
AIM
2013
Alhambra Investment Management
Florida
$373K -$57K -1,672 -12%
PWM
2014
Paulson Wealth Management
Illinois
$373K +$24.3K +712 +7%
HWM
2015
Howard Wealth Management
Connecticut
$370K -$6.99K -205 -2%
PIA
2016
Pinion Investment Advisors
Kansas
$370K +$38.5K +1,129 +10%
SFI
2017
SPC Financial Inc
Maryland
$368K +$30.2K +885 +8%
AIM
2018
AIA Investment Management
Singapore
$367K +$11K +322 +3%
PCM
2019
Pointe Capital Management
Michigan
$367K +$69.7K +2,046 +21%
DI
2020
DAGCO Inc
Ohio
$366K -$141K -4,131 -26%
LG
2021
Leuthold Group
Minnesota
$366K -$37.4K -1,098 -8%
SP
2022
Successful Portfolios
Florida
$365K +$19.7K +577 +5%
FC
2023
Forte Capital
New York
$365K +$401K +11,783 New
ESBC
2024
E.S. Barr & Co
Kentucky
$362K -$76.4K -2,243 -16%
CAM
2025
Concorde Asset Management
Michigan
$362K +$85.6K +2,511 +27%

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.