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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
HI
2076
Hendershot Investments
Virginia
$320K
GC
2077
Gilbert & Cook
Iowa
$320K +$10.3K +301 +3%
PCMC
2078
Private Capital Management (Colorado)
Colorado
$319K +$69.9K +2,051 +25%
LBC
2079
Lawrence B. Cohen
$319K +$118K +3,457 +51%
FI
2080
Fosun International
China
$318K -$391K -11,467 -53%
BA
2081
Birinyi Associates
Connecticut
$318K -$153K -4,479 -30%
RWM
2082
RBA Wealth Management
California
$318K -$4.57K -134 -1%
LWANC
2083
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K +$3.27K +96 +0.9%
CIC
2084
Chase Investment Counsel
Virginia
$318K +$10.9K +321 +3%
WCM
2085
WealthBridge Capital Management
Ohio
$318K +$350K +10,281 New
PWSG
2086
Pacific Wealth Strategies Group
California
$317K -$1.64K -48 -0.5%
PJSIMP
2087
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$18.7K -549 -5%
EHWM
2088
Eads & Heald Wealth Management
Georgia
$315K +$11.3K +332 +3%
LWPC
2089
Legacy Wealth Partners (California)
California
$315K +$347K +10,185 New
PBC
2090
Pavion Blue Capital
California
$314K +$345K +10,138 New
VFPI
2091
Vantage Financial Partners (Illinois)
Illinois
$309K
LSPW
2092
Lake Street Private Wealth
Illinois
$308K -$131K -3,852 -28%
CA
2093
Corrado Advisors
New Jersey
$308K
SSG
2094
Summit Securities Group
New York
$307K +$338K +9,908 New
TL
2095
TrueWealth LLC
Georgia
$306K -$19.4K -568 -5%
MLFP
2096
MPS Loria Financial Planners
Illinois
$306K +$2.52K +74 +0.8%
WBG
2097
Wharton Business Group
Pennsylvania
$304K -$36.8K -1,080 -10%
APW
2098
Austin Private Wealth
Texas
$304K -$7.77K -228 -2%
LA
2099
LexAurum Advisors
Kansas
$304K +$36.4K +1,068 +12%
WQ
2100
Wealth Quarterback
New Jersey
$303K -$179K -5,254 -34%

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.