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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.1B +$432M +12,666,307 +3%
BlackRock
2
BlackRock
New York
$13.8B -$77.5M -2,274,703 -0.5%
State Street
3
State Street
Massachusetts
$9.55B +$29.8M +875,135 +0.3%
Capital World Investors
4
Capital World Investors
California
$7.34B +$1.3B +38,041,730 +19%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$7.14B +$896M +26,297,786 +13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.93B +$32.7M +959,270 +1%
Bank of America
7
Bank of America
North Carolina
$2.83B -$439M -12,896,217 -12%
Northern Trust
8
Northern Trust
Illinois
$2.29B -$41.9M -1,230,026 -2%
Norges Bank
9
Norges Bank
Norway
$1.94B
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.85B
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.83B -$132M -3,873,926 -6%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.77B +$94.9M +2,786,409 +5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.66B -$301M -8,832,207 -14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.59B +$2.9M +85,117 +0.2%
Morgan Stanley
15
Morgan Stanley
New York
$1.48B -$69.8M -2,049,375 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$1.41B -$206M -6,041,638 -12%
N
17
Nuveen
North Carolina
$1.33B +$346M +10,144,496 +31%
Charles Schwab
18
Charles Schwab
California
$1.3B -$3.01M -88,334 -0.2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$1.28B -$453M -13,303,190 -24%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.2B +$31.7M +929,791 +2%
Goldman Sachs
21
Goldman Sachs
New York
$1.08B -$411M -12,065,498 -26%
Franklin Resources
22
Franklin Resources
California
$929M -$16.3M -479,360 -2%
Wells Fargo
23
Wells Fargo
California
$907M +$31.8M +933,005 +3%
Sanders Capital
24
Sanders Capital
Florida
$879M +$15.7M +460,475 +2%
LSV Asset Management
25
LSV Asset Management
Illinois
$875M -$103M -3,029,975 -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.