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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
CHP
2026
Cable Hill Partners
Oregon
$361K -$29K -851 -7%
IAS
2027
Investment Advisory Services
Texas
$360K
PWA
2028
Physician Wealth Advisors
Utah
$360K +$48.9K +1,436 +16%
KLI
2029
Kelman-Lazarov Inc
Tennessee
$359K -$19K -559 -5%
COF
2030
Capital One Financial
Virginia
$359K +$395K +11,598 New
BWM
2031
BigSur Wealth Management
Florida
$358K
BEAM
2032
Baker Ellis Asset Management
Washington
$357K -$46.7K -1,370 -11%
CAL
2033
Capital Advisors Ltd
Ohio
$357K +$6.61K +194 +2%
CPC
2034
Congress Park Capital
New York
$357K +$88.9K +2,608 +29%
JGIA
2035
Jackson Grant Investment Advisers
Connecticut
$356K -$139K -4,068 -26%
PSC
2036
Prentiss Smith & Co
Vermont
$353K -$58.7K -1,723 -13%
I
2037
INVST
Indiana
$353K +$400K +11,725 New
SWM
2038
Sugarloaf Wealth Management
Georgia
$352K -$20.3K -595 -5%
BWA
2039
Beam Wealth Advisors
Louisiana
$352K +$4.7K +138 +1%
AGA
2040
Arkos Global Advisors
Texas
$349K +$384K +11,266 New
FSC
2041
Full Sail Capital
Oklahoma
$348K -$75.2K -2,207 -18%
FAM
2042
Fenimore Asset Management
New York
$348K
OCM
2043
Orser Capital Management
Texas
$347K -$13.3K -390 -3%
MA
2044
MCF Advisors
Kentucky
$346K -$48.9K -1,436 -11%
LC
2045
Lincoln Capital
Nebraska
$345K
SL
2046
Stevard LLC
Illinois
$344K
HIIFS
2047
Harel Insurance Investments & Financial Services
Israel
$344K +$139K +4,091 +58%
TWI
2048
Thomas White International
Illinois
$343K +$377K +11,078 New
AAP
2049
Arax Advisory Partners
Colorado
$342K -$367K -10,783 -49%
NWM
2050
Northwest Wealth Management
Iowa
$342K

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.