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Pfizer
PFE

Overview Fund Activity

2,665 hedge funds and large institutions have $133B invested in Pfizer in 2021 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 1,216 increasing their positions, 1,080 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,665
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
46.93%
Holding in Top 10
55
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-14.06%
% of All Funds
0.97%
New
165
Increased
1,216
Reduced
1,080
Closed
131
Calls
$1.88B
Puts
$2.18B
Net Calls
-$301M
Net Calls Change
-$701M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$650M
2
BlackRock
2
BlackRock
New York
$14.7B
3
Charles Schwab
3
Charles Schwab
California
$1.83B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$499M
5
Franklin Resources
5
Franklin Resources
California
$962M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.34B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$843M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.68B
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$900M
5
State Street
5
State Street
Massachusetts
$9.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
2751
Jupiter Asset Management
United Kingdom
– -$280K -7,612 Closed
OWA
2752
Outlook Wealth Advisors
Texas
– -$259K -7,029 Closed
PPW
2753
Pasadena Private Wealth
California
– -$256K -6,957 Closed
NCM
2754
Northside Capital Management
Oregon
– -$248K -6,724 Closed
MSR
2755
Main Street Research
Connecticut
– -$247K -6,698 Closed
AFM
2756
Andesa Financial Management
Pennsylvania
– -$243K -6,633 Closed
EDRIA
2757
Edmonds Duncan Registered Investment Advisors
Kansas
– -$227K -6,580 Closed
FWSM
2758
First Wilshire Securities Management
California
– -$242K -6,574 Closed
RWM
2759
RBA Wealth Management
California
– -$241K -6,560 Closed
ML
2760
McAdam LLC
Pennsylvania
– -$240K -6,350 Closed
RFM
2761
Royal Fund Management
Florida
– -$233K -6,348 Closed
CWM
2762
Cabot Wealth Management
Massachusetts
– -$234K -6,348 Closed
SAF
2763
Smith Anglin Financial
Texas
– -$228K -6,193 Closed
HC
2764
Hendley & Co
Ohio
– -$227K -6,166 Closed
BA
2765
BCM Advisors
Louisiana
– -$224K -6,074 Closed
EWF
2766
Epstein & White Financial
California
– -$221K -6,035 Closed
NQWM
2767
Northwest Quadrant Wealth Management
Oregon
– -$217K -5,905 Closed
LIA
2768
LBMC Investment Advisors
Tennessee
– -$215K -5,848 Closed
FC
2769
Fulcrum Capital
Washington
– -$214K -5,818 Closed
LFA
2770
Landmark Financial Advisors
Kentucky
– -$218K -5,783 Closed
NCM
2771
Novare Capital Management
North Carolina
– -$207K -5,634 Closed
SGI
2772
Summit Global Investments
Utah
– -$206K -5,600 Closed
DWM
2773
Defined Wealth Management
Oregon
– -$202K -5,484 Closed
COF
2774
Capital One Financial
Virginia
– -$200K -5,430 Closed
BWM
2775
Birchcreek Wealth Management
Ohio
– -$184K -5,009 Closed
108 109 110
111
112