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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
LWP
2276
Legacy Wealth Planning
Nevada
$207K
CB
2277
Cooke & Bieler
Pennsylvania
$206K +$226K +6,640 New
BDF
2278
Black Diamond Financial
Maryland
$205K +$226K +6,625 New
BCM
2279
Blume Capital Management
California
$204K
QAM
2280
QCI Asset Management
New York
$204K +$7.53K +221 +3%
CA
2281
Crewe Advisors
Utah
$203K -$2.49K -73 -1%
SWMG
2282
Strategic Wealth Management Group
Maryland
$202K -$46.4K -1,363 -17%
RPWA
2283
Regent Peak Wealth Advisors
Georgia
$202K -$21.1K -619 -9%
LIA
2284
LBMC Investment Advisors
Tennessee
$202K
HCA
2285
Harbour Capital Advisors
Virginia
$201K -$18K -527 -8%
SFG
2286
StrategIQ Financial Group
Indiana
$201K -$2.18K -64 -1%
LB
2287
Legacy Bridge
Iowa
$195K +$19.9K +585 +10%
EWM
2288
EPG Wealth Management
Georgia
$194K +$132K +3,878 +162%
VIM
2289
Veritas Investment Management
United Kingdom
$194K +$213K +6,261 New
FMP
2290
Financial Management Professionals
Texas
$193K -$2.18K -64 -1%
PCIA
2291
Prime Capital Investment Advisors
Kansas
$191K -$1.62M -47,441 -88%
MF
2292
Manchester Financial
California
$186K -$24.6K -721 -11%
DOA
2293
D'Orazio & Associates
Virginia
$185K -$96.2K -2,823 -32%
PCFFS
2294
Pacific Center for Financial Services
California
$184K
CCMIC
2295
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$184K +$151K +4,427 +290%
FMT
2296
First Mercantile Trust
Tennessee
$183K -$34.1K -1,002 -15%
CCA
2297
Column Capital Advisors
Indiana
$177K -$26.9K -788 -12%
VCM
2298
Versant Capital Management
Arizona
$175K +$5.69K +167 +3%
CCM
2299
Copeland Capital Management
Pennsylvania
$174K
WCG
2300
Weaver Consulting Group
California
$170K -$56.7K -1,663 -23%

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.