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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
Capital Research Global Investors
201
Capital Research Global Investors
California
$49.1M +$716 +21 +0%
AssetMark Inc
202
AssetMark Inc
California
$49M +$45.2M +1,326,695 +518%
SEI Investments
203
SEI Investments
Pennsylvania
$49M -$4.83M -141,830 -8%
UH
204
Unigestion Holding
Switzerland
$48.9M +$53.8M +1,579,115 New
ORIO
205
Old Republic International (ORI)
Illinois
$48.5M -$1.42M -41,633 -3%
Balyasny Asset Management
206
Balyasny Asset Management
Illinois
$48.4M +$53.3M +1,564,304 New
BFM
207
Boston Financial Management
Massachusetts
$48.4M -$403K -11,836 -0.8%
Calamos Advisors
208
Calamos Advisors
Illinois
$47.9M -$69.3M -2,033,943 -57%
MNG
209
Manning & Napier Group
New York
$47.9M +$1.33M +39,007 +3%
SCM
210
Smead Capital Management
Arizona
$47.6M -$2.9M -85,180 -5%
DZ Bank
211
DZ Bank
Germany
$47.3M +$13M +380,656 +33%
WorldQuant Millennium Advisors
212
WorldQuant Millennium Advisors
New York
$47.2M -$1.36M -39,975 -3%
CIP
213
Cornerstone Investment Partners
Georgia
$47M +$124K +3,648 +0.2%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$46.7M +$45.3M +1,329,561 +752%
MIM
215
MetLife Investment Management
New Jersey
$46.6M -$1.57M -46,001 -3%
SDIC
216
South Dakota Investment Council
South Dakota
$46.1M +$7.93M +232,662 +19%
CI
217
Conning Inc
Connecticut
$44M +$1.72M +50,526 +4%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$43.9M +$514K +15,082 +1%
MHC
219
Meyer Handelman Company
New York
$43.8M +$145K +4,254 +0.3%
UIM
220
USS Investment Management
United Kingdom
$43.7M +$33.5M +983,429 +229%
SC
221
Saturna Capital
Washington
$43.4M -$226K -6,640 -0.5%
OPERF
222
Oregon Public Employees Retirement Fund
Oregon
$43.3M -$2.73M -80,241 -5%
GC
223
Guggenheim Capital
Illinois
$43M -$2.95M -86,702 -6%
MGIM
224
M&G Investment Management
United Kingdom
$42.7M -$3.53M -103,644 -7%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$42.7M +$8.41M +246,825 +22%

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.