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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
CIA
2301
Cascade Investment Advisors
Oregon
$169K
TIM
2302
Tortoise Investment Management
New York
$164K -$43.6K -1,281 -19%
SSWG
2303
Seven Springs Wealth Group
Tennessee
$163K +$34 +1 +0%
BBA
2304
Braun-Bostich & Associates
Pennsylvania
$162K -$10.8K -318 -6%
Bank Julius Baer & Co
2305
Bank Julius Baer & Co
Switzerland
$162K +$178K +5,235 New
SIAS
2306
Shine Investment Advisory Services
Colorado
$161K -$14.2K -416 -7%
CAM
2307
CenterStar Asset Management
Illinois
$161K
TC
2308
Trust Company
Kansas
$157K -$33.6K -985 -16%
SQA
2309
Simon Quick Advisors
New Jersey
$155K -$13.8K -404 -7%
FCM
2310
Firestone Capital Management
Florida
$153K
BL
2311
Balentine LLC
Georgia
$152K +$6.24K +183 +4%
PRC
2312
Pearl River Capital
Michigan
$149K -$1.65M -48,281 -91%
APWM
2313
Atlas Private Wealth Management
New York
$144K -$17K -500 -10%
CWM
2314
Cranbrook Wealth Management
Michigan
$144K
AWM
2315
Atticus Wealth Management
Florida
$143K +$1.29K +38 +0.8%
SM
2316
Salzhauer Michael
$141K -$43.1K -1,265 -22%
1W
2317
1776 Wealth
Georgia
$139K +$78.5K +2,305 +125%
IUHSA
2318
Itau Unibanco Holding S.A.
Brazil
$137K +$151K +4,419 New
MWM
2319
MBE Wealth Management
Wisconsin
$137K +$151K +4,434 New
BWL
2320
Bogart Wealth LLC
Virginia
$136K +$204 +6 +0.1%
GAM
2321
GQ Asset Management
New York
$133K -$1.09M -31,893 -88%
PFO
2322
Pathstone Family Office
New Jersey
$131K +$145K +4,251 New
RFM
2323
Royal Fund Management
Florida
$129K -$1.48M -43,427 -91%
BAM
2324
Bellevue Asset Management
Washington
$126K +$5.86K +172 +5%
ME
2325
McIlrath & Eck
Washington
$125K -$3.99K -117 -3%

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.