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
LGWM
2351
Litman Gregory Wealth Management
California
$71K -$89.8K -2,635 -54%
PP
2352
Pacifica Partners
Canada
$71K -$3.58K -105 -4%
GG
2353
Gleason Group
Kentucky
$71K +$852 +25 +1%
MME
2354
Meag Munich Ergo
Germany
$69K -$3.95M -115,931 -98%
SC
2355
Solstein Capital
California
$69K +$8.25K +242 +12%
MIM
2356
Macroview Investment Management
Maryland
$67K
VLKIM
2357
Van Lanschot Kempen Investment Management
Netherlands
$67K
HS
2358
Horan Securities
United States
$67K +$73.8K +2,165 New
IF
2359
Ironwood Financial
Arizona
$66K -$6.88K -202 -9%
PW
2360
Price Wealth
Texas
$65K +$8.45K +248 +13%
DTIM
2361
Danda Trouve Investment Management
Kansas
$62K
SFPG
2362
Stonebridge Financial Planning Group
Florida
$61K +$13.5K +395 +27%
CWM
2363
Cedar Wealth Management
California
$60K +$35.9K +1,054 +118%
RAM
2364
Riggs Asset Management
Pennsylvania
$59K
RWML
2365
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$57.5K -$13.3K -389 -17%
BC
2366
Barnett & Company
Tennessee
$57K -$2.86K -84 -4%
CFD
2367
Creative Financial Designs
Indiana
$56K -$10.8K -316 -15%
RIA
2368
RPG Investment Advisory
California
$56K
LF
2369
Lee Financial
Texas
$55K -$69.9K -2,050 -54%
LWM
2370
Lenox Wealth Management
Ohio
$54K -$1.4K -41 -2%
FFW
2371
Fusion Family Wealth
New York
$54K
CWAF
2372
Core Wealth Advisors (Florida)
Florida
$54K +$16.7K +491 +39%
SFG
2373
Sowa Financial Group
Rhode Island
$53K
HFS
2374
HBC Financial Services
Washington
$51K +$102 +3 +0.2%
CFN
2375
Cordasco Financial Network
Florida
$50K

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.