We are live on ! Find out more

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
HWA
2326
HHM Wealth Advisors
Tennessee
$123K +$136K +3,985 New
EWP
2327
Engrave Wealth Partners
Texas
$121K -$33.8K -993 -20%
CIAS
2328
CBIZ Investment Advisory Services
Ohio
$121K
CA
2329
Centerpoint Advisors
Massachusetts
$119K -$2.66K -78 -2%
EIP
2330
Ellis Investment Partners
Pennsylvania
$118K -$64.9K -1,906 -33%
SWM
2331
Selective Wealth Management
Virginia
$114K
PO
2332
Private Ocean
California
$107K +$26.1K +767 +28%
PCM
2333
Penserra Capital Management
California
$106K +$10.8K +318 +12%
SFFS
2334
Stonehage Fleming Financial Services
Jersey
$105K
LWS
2335
Lucia Wealth Services
California
$105K +$12.6K +371 +12%
PCMK
2336
Paragon Capital Management (Kansas)
Kansas
$103K +$114K +3,331 New
LD
2337
Lipe & Dalton
New York
$100K -$16.2K -474 -13%
MHR
2338
Matthew Hamilton Rosenberg
$98K +$107K +3,132 New
NL
2339
NVWM LLC
Pennsylvania
$94K -$2.76K -81 -3%
TFA
2340
Toth Financial Advisory
Virginia
$92K -$3.37K -99 -3%
MWA
2341
Moser Wealth Advisors
Washington
$87K
CAGAS
2342
Capital Advisory Group Advisory Services
Minnesota
$87K +$94.5K +2,772 New
EARNEST Partners
2343
EARNEST Partners
Georgia
$86K
AA
2344
AlphaMark Advisors
Kentucky
$86K +$4.12K +121 +5%
CQS
2345
Credential Qtrade Securities
$85.6K -$9.92K -291 -10%
KFS
2346
Kelly Financial Services
Massachusetts
$85.4K +$5.08K +149 +6%
NG
2347
NWK Group
California
$82K -$20K -586 -18%
MIFH
2348
Migdal Insurance & Financial Holdings
Israel
$80K +$88.4K +2,594 New
TFGT
2349
TS Financial Group (TSFG)
Illinois
$74K
ICM
2350
Islay Capital Management
Texas
$72K -$8.69K -255 -10%

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.