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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
FWSM
2251
First Wilshire Securities Management
California
$214K +$170 +5 +0.1%
PAA
2252
Peregrine Asset Advisers
Oregon
$214K +$1.06K +31 +0.5%
CFO
2253
CVA Family Office
Colorado
$214K +$18.2K +534 +8%
DMIC
2254
Dixon Mitchell Investment Counsel
British Columbia, Canada
$213K -$76K -2,230 -24%
IC
2255
Inscription Capital
Texas
$213K +$234K +6,875 New
BAMG
2256
Brand Asset Management Group
Missouri
$212K -$14.2K -418 -6%
CM
2257
Castleark Management
Illinois
$212K
SRIM
2258
Saratoga Research & Investment Management
California
$212K
TC
2259
Tatro Capital
Kentucky
$211K -$30.2K -886 -12%
WKWM
2260
Walter & Keenan Wealth Management
Indiana
$210K -$3.74M -109,686 -94%
AMCA
2261
Arthur M. Cohen & Associates
Illinois
$210K
CWM
2262
Campbell Wealth Management
Virginia
$209K -$43.6K -1,279 -16%
DIM
2263
Delta Investment Management
California
$209K -$41.7K -1,223 -15%
CC
2264
Cornerstone Capital
California
$209K
CSA
2265
Cottage Street Advisors
Massachusetts
$209K
DAM
2266
Diamant Asset Management
Connecticut
$209K
EBSAM
2267
Eubel Brady & Suttman Asset Management
Ohio
$209K
SHIM
2268
Stone House Investment Management
Pennsylvania
$209K +$34 +1 +0%
SCM
2269
Stonehearth Capital Management
Massachusetts
$208K
GS
2270
Gagnon Securities
New York
$207K -$350K -10,261 -61%
MSR
2271
Main Street Research
Connecticut
$207K -$142K -4,172 -38%
MAA
2272
Mraz Amerine & Associates
California
$207K -$109K -3,192 -32%
HCA
2273
Horan Capital Advisors
Ohio
$207K -$86.7K -2,545 -28%
WC
2274
Weil Company
California
$207K -$21.1K -620 -8%
HFRG
2275
Houlihan Financial Resource Group
Virginia
$207K -$4.05K -119 -2%

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.