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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
PG
2151
Patten Group
Tennessee
$270K -$149K -4,372 -33%
AC
2152
Alexandria Capital
Virginia
$270K -$25.9K -759 -8%
RICHC
2153
Renaissance Investment Consultants Holding Company
Pennsylvania
$270K +$1.87K +55 +0.6%
KOMWMG
2154
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$270K +$2.38K +70 +0.8%
RFO
2155
RiverGlades Family Offices
Florida
$269K +$296K +8,696 New
CFA
2156
Capstone Financial Advisors
Illinois
$268K -$36.4K -1,068 -11%
AW
2157
Alpha Windward
Massachusetts
$268K +$4.74K +139 +2%
WMSA
2158
Weiss Multi-Strategy Advisers
New York
$268K +$295K +8,669 New
SAM
2159
S.A. Mason
Michigan
$265K -$9.4K -276 -3%
MCCP
2160
Mission Creek Capital Partners
California
$265K
LCM
2161
Liberty Capital Management
Michigan
$264K -$45.8K -1,344 -14%
CG
2162
Cynosure Group
Utah
$263K -$51K -1,498 -15%
MIH
2163
Meitav Investment House
Israel
$263K -$9.1K -267 -3%
GAMC
2164
Garner Asset Management Corp
Texas
$263K -$6.27K -184 -2%
KIC
2165
Keating Investment Counselors
Florida
$262K -$115K -3,373 -29%
AWA
2166
Arkadios Wealth Advisors
Georgia
$262K -$10.9K -320 -4%
AFAS
2167
Acorn Financial Advisory Services
Virginia
$260K +$24.1K +707 +9%
RSWM
2168
Robertson Stephens Wealth Management
California
$260K +$286K +8,385 New
MCM
2169
Marathon Capital Management
Maryland
$258K +$68 +2 +0%
IA
2170
IFG Advisors
Missouri
$258K +$7.6K +223 +3%
AWM
2171
Aprio Wealth Management
Georgia
$258K +$56.8K +1,668 +25%
WR
2172
Watson Rebecca
$257K -$37.2K -1,091 -13%
DP
2173
Denver PWM
Colorado
$256K +$307 +9 +0.1%
LIM
2174
Lathrop Investment Management
Arkansas
$256K +$30.9K +906 +12%
CA
2175
Cortland Associates
Missouri
$254K -$1.19K -35 -0.4%

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.