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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
GI
2426
GS Investments
Minnesota
$6.53K -$3.58K -105 -33%
SMG
2427
Spectrum Management Group
Indiana
$6K -$135K -3,951 -95%
OAJ
2428
Ogorek Anthony Joseph
New York
$6K
HCM
2429
Horrell Capital Management
Arkansas
$5K
FCH
2430
Freestone Capital Holdings
Washington
$4.15K +$1.2M +35,088 +35%
SA
2431
SRH Advisors
Kansas
$4K
OAM
2432
Optimal Asset Management
California
$3.31K +$2.19M +64,215 +150%
MLL
2433
Moody Lynn & Lieberson
Massachusetts
$2.24K +$764K +22,413 +45%
JWBC
2434
John W. Brooker & Co
California
$2K
BCMIO
2435
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$1.77K +52 New
NL
2436
NWAM LLC
Washington
$1.87K -$422K -12,395 -17%
WA
2437
WBH Advisory
Maryland
$1.52K -$149K -4,382 -8%
GC
2438
Globeflex Capital
California
$1K
IWP
2439
IAG Wealth Partners
Wisconsin
$1K
WAMC
2440
Western Asset Management Company
California
$1K +$1.02K +30 New
WIM
2441
Westside Investment Management
California
$214 +$236K +6,913 New
PC
2442
Polar Capital
United Kingdom
-$21M -563,805 Closed
AIM
2443
Achmea Investment Management
Netherlands
-$17.6M -474,206 Closed
SCM
2444
Sio Capital Management
New York
-$14.9M -401,441 Closed
CIPU
2445
Caledonia Investments plc (UK)
United Kingdom
-$14.3M -383,656 Closed
GGI
2446
Godsey & Gibb Inc
Virginia
-$14M -375,913 Closed
AI
2447
Atria Investments
North Carolina
-$13.8M -372,297 Closed
CC
2448
Cipher Capital
New York
-$9.28M -249,685 Closed
6M
2449
6 Meridian
Kansas
-$8.67M -233,243 Closed
JFA
2450
Johanson Financial Advisors
California
-$5.54M -228,571 Closed

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.