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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
PA
2051
Procyon Advisors
Connecticut
$340K -$36.1K -1,058 -9%
FSG
2052
Financial Strategies Group
Michigan
$340K
PHAM
2053
Palisades Hudson Asset Management
Florida
$340K
SB
2054
Strategic Blueprint
Georgia
$340K +$443 +13 +0.1%
GBBWRPM
2055
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$335K +$6.13K +180 +2%
CT
2056
Columbia Trust
Oregon
$334K +$21.6K +635 +6%
WA
2057
Wealth Architects
California
$333K +$43.7K +1,282 +14%
HWA
2058
HCR Wealth Advisors
California
$332K -$487K -14,294 -57%
LCAM
2059
London & Capital Asset Management
United Kingdom
$332K -$6.99K -205 -2%
B
2060
Brightworth
Georgia
$329K -$18K -527 -5%
BMM
2061
Buffington Mohr McNeal
Idaho
$329K
CAW
2062
Cornerstone Advisors (Washington)
Washington
$329K +$2.04K +60 +0.6%
RCA
2063
Rowland Carmichael Advisors
Arizona
$329K +$70.8K +2,077 +24%
FP
2064
Fiduciary Planning
Florida
$328K -$70.9K -2,082 -16%
HIM
2065
Hanlon Investment Management
New Jersey
$328K -$3.85K -113 -1%
PCP
2066
Proficio Capital Partners
Massachusetts
$328K +$53K +1,555 +14%
VC
2067
Vestor Capital
Illinois
$327K -$9.13K -268 -2%
HCIA
2068
Hochman Cole Investment Advisors
Illinois
$326K -$6.64K -195 -2%
HCM
2069
HGI Capital Management
New York
$326K
AWA
2070
Acorn Wealth Advisors
Michigan
$326K +$19.2K +563 +6%
DK
2071
Darrell & King
Virginia
$326K +$359K +10,540 New
LFG
2072
Larson Financial Group
Missouri
$324K +$145K +4,254 +68%
EIA
2073
Eldridge Investment Advisors
New Hampshire
$322K +$102 +3 +0%
IWS
2074
Insight Wealth Strategies
California
$322K +$22.5K +659 +7%
BHWM
2075
Bay Harbor Wealth Management
Maryland
$321K -$56.7K -1,663 -14%

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.