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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
PAS
2226
Partnervest Advisory Services
California
$228K +$44.4K +1,304 +22%
PGAM
2227
Princeton Global Asset Management
New Jersey
$225K -$1.23M -36,128 -83%
M
2228
Mirova
France
$225K -$97.2K -2,854 -28%
AAM
2229
Ascension Asset Management
New York
$225K
HHGA
2230
Halbert Hargrove Global Advisors
California
$224K -$62.8K -1,843 -20%
NQWM
2231
Northwest Quadrant Wealth Management
Oregon
$224K -$24.1K -706 -10%
TW
2232
Towerpoint Wealth
California
$224K +$2.25K +66 +0.9%
MWP
2233
Meridian Wealth Partners
Pennsylvania
$224K +$6.1K +179 +3%
FCIM
2234
Fairview Capital Investment Management
California
$224K +$30.8K +904 +14%
AIM
2235
Axiom Investment Management
New York
$223K -$39.5K -1,159 -14%
SHA
2236
Seneca House Advisors
Virginia
$223K +$8.52K +250 +4%
EW
2237
Element Wealth
Mississippi
$223K +$246K +7,216 New
CIC
2238
Chilton Investment Company
Connecticut
$221K -$140K -4,099 -37%
TCOK
2239
Trust Company of Kansas
Kansas
$221K +$17.7K +518 +8%
TCM
2240
Tradewinds Capital Management
Washington
$220K -$7.67K -225 -3%
BIM
2241
Baldwin Investment Management
Pennsylvania
$220K -$4.46K -131 -2%
PP
2242
PrairieView Partners
Minnesota
$219K +$7.67K +225 +3%
AC
2243
Apella Capital
Connecticut
$219K +$241K +7,076 New
FNBSF
2244
First National Bank Sioux Falls
South Dakota
$218K -$3.61K -106 -1%
AIA
2245
Alera Investment Advisors
Illinois
$218K +$7.39K +217 +3%
MMC
2246
Mizuho Markets Cayman
Cayman Islands
$218K +$240K +7,035 New
TCM
2247
Towercrest Capital Management
Pennsylvania
$217K -$13.7K -402 -5%
KF
2248
Krilogy Financial
Missouri
$216K -$36.3K -1,065 -13%
EDRIA
2249
Edmonds Duncan Registered Investment Advisors
Kansas
$216K +$1.81K +53 +0.8%
CAM
2250
Cidel Asset Management
Ontario, Canada
$215K -$54.7K -1,605 -19%

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.