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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
BIM
2126
Barton Investment Management
Pennsylvania
$284K
HPWM
2127
Highland Private Wealth Management
Washington
$283K -$76.3K -2,238 -20%
OWP
2128
Obermeyer Wealth Partners
Colorado
$283K -$47.4K -1,391 -13%
DA
2129
Doliver Advisors
Texas
$283K -$10.8K -316 -4%
RHP
2130
Royal Harbor Partners
Texas
$283K +$10.1K +297 +3%
PNAA
2131
Pictet North America Advisors
Switzerland
$282K -$299K -8,762 -49%
OWA
2132
Outlook Wealth Advisors
Texas
$282K -$71.9K -2,111 -19%
WPC
2133
White Pine Capital
Minnesota
$281K -$47.1K -1,383 -13%
HZ
2134
Hixon Zuercher
Ohio
$278K -$9.88K -290 -3%
SCM
2135
Sterneck Capital Management
Missouri
$278K +$53.9K +1,581 +21%
MC
2136
Mathes Company
New York
$277K -$162K -4,743 -35%
AIFAIM
2137
American Institute for Advanced Investment Management
Arizona
$277K -$43.6K -1,280 -13%
PGWM
2138
Parisi Gray Wealth Management
New Jersey
$277K -$30.9K -907 -9%
SC
2139
Steph & Co
Wisconsin
$276K -$73.7K -2,164 -20%
LWM
2140
Liberty Wealth Management
California
$276K -$33.5K -984 -10%
FLAM
2141
First Light Asset Management
Minnesota
$276K
GFPC
2142
Global Financial Private Client
Florida
$276K -$6.99K -205 -2%
LAM
2143
L2 Asset Management
Massachusetts
$275K -$554K -16,253 -65%
LC
2144
Landaas & Company
Wisconsin
$275K -$4.67K -137 -2%
LAS
2145
Lloyd Advisory Services
Georgia
$273K -$50.8K -1,492 -14%
CWG
2146
Cornerstone Wealth Group
North Carolina
$273K -$11.6K -339 -4%
ECM
2147
Elgethun Capital Management
South Dakota
$273K +$7.87K +231 +3%
WIM
2148
Wittenberg Investment Management
Massachusetts
$271K -$32.7K -959 -10%
GIA
2149
Granite Investment Advisors
New Hampshire
$271K -$10.2K -298 -3%
AAM
2150
AMI Asset Management
California
$271K +$83.7K +2,457 +39%

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.