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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
ADMI
2101
Albert D. Mason Inc
Massachusetts
$302K +$14K +411 +4%
HFA
2102
High Falls Advisors
New York
$301K -$10.1K -297 -3%
HFAS
2103
Hummer Financial Advisory Services
Illinois
$300K +$21.6K +633 +7%
CF
2104
Corrigan Financial
Rhode Island
$299K -$1.33K -39 -0.4%
SOAMC
2105
Spirit of America Management Corp
New York
$299K -$278K -8,169 -46%
CAM
2106
Congress Asset Management
Massachusetts
$299K -$12.9K -378 -4%
OMC
2107
Old Mission Capital
Illinois
$299K +$329K +9,657 New
HR
2108
Hardy Reed
Mississippi
$298K +$45.5K +1,334 +16%
BCP
2109
Blue Chip Partners
Michigan
$298K +$155K +4,558 +90%
MC
2110
Maverick Capital
Texas
$297K +$327K +9,600 New
BA
2111
Ballast Advisors
Minnesota
$296K -$14.7K -431 -4%
MIP
2112
Marietta Investment Partners
Wisconsin
$294K -$99.2K -2,912 -23%
MFT
2113
Moisand Fitzgerald Tamayo
Florida
$294K -$988 -29 -0.3%
CW
2114
Cabot-Wellington
Massachusetts
$294K
ARM
2115
Adirondack Research & Management
New York
$293K
OAM
2116
Occidental Asset Management
California
$290K -$48.6K -1,427 -13%
MA
2117
MONECO Advisors
Connecticut
$290K +$46.6K +1,367 +17%
AIS
2118
American Investment Services
Massachusetts
$289K -$1.84M -53,949 -85%
SFG
2119
Sunburst Financial Group
Alabama
$288K +$1.94K +57 +0.6%
SW
2120
SkyOak Wealth
Michigan
$288K +$31.9K +937 +11%
AIM
2121
Acropolis Investment Management
Missouri
$287K +$28K +821 +10%
GAM
2122
Gemmer Asset Management
California
$286K +$34.7K +1,017 +12%
DTL
2123
Dynamic Technology Lab
Singapore
$285K -$38.2K -1,120 -11%
BCM
2124
Breiter Capital Management
Florida
$285K +$97.6K +2,864 +45%
CFG
2125
Cooper Financial Group
California
$285K +$108K +3,176 +53%

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.