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2,442 hedge funds and large institutions have $129B invested in Pfizer in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 1,066 increasing their positions, 988 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 124

8% more repeat investments, than reductions

Existing positions increased: 1,066 | Existing positions reduced: 988

0% more funds holding

Funds holding: 2,4382,442 (+4)

1% less capital invested

Capital invested by funds: $130B → $129B (-$946M)

0.92% less ownership

Funds ownership: 75.73%74.82% (-0.92%)

36% less call options, than puts

Call options by funds: $895M | Put options by funds: $1.39B

36% less funds holding in top 10

Funds holding in top 10: 14089 (-51)

Holders
2,442
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
50.06%
Holding in Top 10
89
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-36.43%
% of All Funds
1.82%
New
151
Increased
1,066
Reduced
988
Closed
124
Calls
$895M
Puts
$1.39B
Net Calls
-$494M
Net Calls Change
-$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.9B -$182M -5,357,209 -1%
BlackRock
2
BlackRock
New York
$14B +$124M +3,651,274 +0.8%
State Street
3
State Street
Massachusetts
$9.77B +$225M +6,620,100 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.2B +$1.15B +33,916,059 +15%
Capital World Investors
5
Capital World Investors
California
$7.99B +$703M +20,690,437 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.91B -$29M -854,501 -0.9%
Bank of America
7
Bank of America
North Carolina
$2.56B -$296M -8,708,799 -10%
Northern Trust
8
Northern Trust
Illinois
$2.25B -$45.9M -1,351,271 -2%
Norges Bank
9
Norges Bank
Norway
$1.92B -$25.9M -762,353 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.87B +$36.7M +1,079,575 +2%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.85B
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.58B -$16.7M -490,492 -1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.55B -$119M -3,505,281 -7%
Deutsche Bank
14
Deutsche Bank
Germany
$1.51B +$102M +3,003,880 +7%
Morgan Stanley
15
Morgan Stanley
New York
$1.42B -$75.6M -2,225,940 -5%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.32B -$505M -14,859,667 -26%
Franklin Resources
17
Franklin Resources
California
$1.31B +$197M +5,812,740 +19%
Charles Schwab
18
Charles Schwab
California
$1.3B -$3.25M -95,674 -0.2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$1.29B +$14M +412,987 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.21B +$10M +295,599 +0.8%
N
21
Nuveen
North Carolina
$1.04B -$317M -9,337,149 -22%
Goldman Sachs
22
Goldman Sachs
New York
$1.02B -$69.3M -2,040,189 -6%
Wells Fargo
23
Wells Fargo
California
$932M +$25.7M +757,722 +3%
Sanders Capital
24
Sanders Capital
Florida
$925M +$48.3M +1,421,859 +5%
LSV Asset Management
25
LSV Asset Management
Illinois
$831M -$49.9M -1,469,276 -5%

PFE Hedge Fund Activity: Q2 2020 in Review

2,442 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2020, worth a combined $129B — down 0.73% from $130B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new PFE positions and 124 closed out — a net gain of 27 holders — while 1,066 added to existing stakes and 988 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.15B. The largest seller was JP Morgan Chase, cutting an estimated $505M.

  • 2,442 institutional investors held Pfizer (PFE) as of Q2 2020, up from 2,438 in Q1 2020.
  • Funds reported $129B of Pfizer stock for Q2 2020, down 0.73% quarter-over-quarter.
  • 151 funds opened new Pfizer positions in Q2 2020 and 124 closed out, a net change of +27 holders.
  • The largest Pfizer buyer in Q2 2020 was Wellington Management Group, an estimated $1.15B added.
  • The largest Pfizer seller in Q2 2020 was JP Morgan Chase, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2020.