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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
Ameriprise
Minnesota
+$342M
2
BlackRock
BlackRock
New York
+$317M
3
Charles Schwab
Charles Schwab
California
+$310M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$277M
5
Franklin Resources
Franklin Resources
California
+$273M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.32B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$300M
3
Morgan Stanley
Morgan Stanley
New York
-$264M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$210M
5
State Street
State Street
Massachusetts
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
1201
Horizon Kinetics Asset Management
New York
$2.09M +$81.6K +2,253 +4%
ISWM
1202
Independent Solutions Wealth Management
New York
$2.09M +$1.24M +34,339 +147%
LIM
1203
Longfellow Investment Management
Massachusetts
$2.09M +$125K +3,457 +6%
SIA
1204
Soltis Investment Advisors
Utah
$2.09M +$380K +10,482 +22%
RB
1205
Rodgers Brothers
Pennsylvania
$2.09M +$109K +3,000 +5%
BHBT
1206
Burke & Herbert Bank & Trust
Virginia
$2.08M -$444K -12,265 -18%
CPIG
1207
Chicago Partners Investment Group
Illinois
$2.08M +$80.9K +2,091 +4%
EWM
1208
Evermay Wealth Management
Virginia
$2.07M -$75.4K -2,081 -4%
BAS
1209
Brown Advisory Securities
Maryland
$2.06M -$206K -5,676 -9%
JWM
1210
Jeppson Wealth Management
California
$2.05M +$209K +5,780 +11%
BCM
1211
Bourgeon Capital Management
Connecticut
$2.05M +$1.45M +40,000 +240%
PHIMC
1212
Private Harbour Investment Management & Counsel
Ohio
$2.05M -$6.7K -185 -0.3%
PGIM
1213
Pacific Global Investment Management
California
$2.05M -$191K -5,283 -9%
GRP
1214
Global Retirement Partners
California
$2.04M +$20.2K +557 +1%
AWA
1215
Arete Wealth Advisors
Illinois
$2.03M -$424K -11,699 -17%
AG
1216
AIA Group
Hong Kong
$2.03M -$233K -6,440 -10%
CAM
1217
Costello Asset Management
Pennsylvania
$2.03M -$32.2K -889 -2%
TMAM
1218
Tokio Marine Asset Management
Japan
$2.02M +$343K +9,469 +20%
BDF
1219
Balasa Dinverno & Foltz
$2.01M -$108K -2,967 -5%
WDA
1220
Wendell David Associates
New Hampshire
$2.01M -$29K -800 -1%
FRA
1221
Front Row Advisors
California
$2.01M +$25.7K +709 +1%
BAM
1222
Brave Asset Management
New Jersey
$2M -$107K -2,940 -5%
MSA
1223
Marino Stram & Associates
Massachusetts
$2M +$180K +4,962 +10%
PK
1224
Pflug Koory
Nebraska
$1.99M +$43.9K +1,212 +2%
PIM
1225
Perpetual Investment Management
Australia
$1.99M – – –
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