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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
GCM
2376
Grisanti Capital Management
New York
$50K
AW
2377
Avion Wealth
Texas
$50K +$54.8K +1,609 New
KAS
2378
Kemnay Advisory Services
New York
$49K
HWM
2379
HighMark Wealth Management
Minnesota
$49K +$545 +16 +1%
LFM
2380
Lumina Fund Management
New York
$49K +$53.9K +1,581 New
AIM
2381
Artemis Investment Management
United Kingdom
$47.4K +$39.8M +1,168,617 +325%
JSC
2382
Jackson Square Capital
California
$45K -$78.5K -2,305 -61%
ACA
2383
Atlas Capital Advisors
Wyoming
$42K +$8.08K +237 +21%
WAS
2384
Winch Advisory Services
Wisconsin
$42K -$2.18K -64 -5%
EIM
2385
Essex Investment Management
Massachusetts
$41K
FEG
2386
Financial Enhancement Group
Indiana
$41K
DWA
2387
Dougherty Wealth Advisers
Minnesota
$40K
T2I
2388
Turim 21 Investimentos
Brazil
$40K
DI
2389
Disciplined Investments
Oklahoma
$37K +$12.5K +366 +43%
LPWM
2390
Lake Point Wealth Management
Texas
$36K -$8.59K -252 -18%
BIMC
2391
Benson Investment Management Company
Virginia
$33K
BEI
2392
Benjamin Edwards Inc
Missouri
$33K +$12K +353 +50%
NPP
2393
New Potomac Partners
Maryland
$31K
SL
2394
Salomon & Ludwin
Virginia
$29K -$60.1K -1,765 -65%
BCM
2395
Bourgeon Capital Management
Connecticut
$29K
CCMW
2396
Cypress Capital Management (Wyoming)
Wyoming
$28K -$35.9K -1,054 -54%
CH
2397
Canton Hathaway
Rhode Island
$28K -$18K -527 -37%
TCM
2398
TD Capital Management
Tennessee
$27K -$6.34K -186 -17%
LSA
2399
Lion Street Advisors
Texas
$27K +$29.9K +878 New
WCM
2400
Wealthcare Capital Management
Virginia
$26K -$9.71K -285 -25%

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.