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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
JPLA
2401
Joseph P. Lucia & Associates
New York
$26K +$5.08K +149 +22%
NEIRG
2402
New England Investment & Retirement Group
Massachusetts
$26K +$28.7K +843 New
AWMS
2403
Advocacy Wealth Management Services
Georgia
$25K +$6.85K +201 +33%
AWM
2404
Avondale Wealth Management
Texas
$24K
IAS
2405
IMA Advisory Services
Colorado
$22K
VEA
2406
Virtus ETF Advisers
New York
$21K -$545 -16 -2%
ECM
2407
EII Capital Management
New York
$20K
FGAM
2408
Financial Gravity Asset Management
Texas
$19.2K +$4.16K +122 +20%
CMA
2409
Cedar Mountain Advisors
Oregon
$18K
RCC
2410
Red Cedar Capital
Nebraska
$16K
RCG
2411
Ruggie Capital Group
Florida
$16K +$18K +527 New
RFWA
2412
RPg Family Wealth Advisory
Massachusetts
$14.4K
TWP
2413
TFO Wealth Partners
Ohio
$14K -$18K -527 -52%
EWA
2414
Evolution Wealth Advisors
Florida
$13K -$9.34K -274 -40%
HCA
2415
Heck Capital Advisors
Wisconsin
$12.7K -$165K -4,857 -92%
HF
2416
Halpern Financial
Virginia
$12.7K
CFG
2417
CKW Financial Group
Hawaii
$12K
FWM
2418
Filbrandt Wealth Management
Wisconsin
$11K +$1.06K +31 +10%
AGA
2419
Accuvest Global Advisors
Utah
$11K +$11.8K +346 New
LWA
2420
Lowe Wealth Advisors
Maryland
$10K
CDIA
2421
Capital Directions Investment Advisors
Georgia
$9K -$8.96K -263 -48%
ST
2422
Sageworth Trust
Pennsylvania
$7K
SGAM
2423
Smith Group Asset Management
Texas
$7K
FA
2424
Fortis Advisors
Pennsylvania
$7K +$102 +3 +1%
TI
2425
tru Independence
Oregon
$6.99K -$4.31M -126,454 -36%

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.