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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 %
CAN
2001
Claraphi Advisory Network
United States
$516K -$202K -5,564 -28%
OFW
2002
Omnia Family Wealth
Florida
$516K -$146K -4,030 -22%
JF
2003
Jump Financial
Illinois
$516K +$516K +14,255 New
MFG
2004
Magnus Financial Group
New York
$515K -$762K -21,019 -60%
MJP
2005
Michael J. Puzo
$515K – – –
KWMG
2006
King Wealth Management Group
Florida
$515K +$181 +5 +0%
SFG
2007
Sovereign Financial Group
Connecticut
$515K +$21.5K +593 +4%
DSN
2008
D. Scott Neal
Kentucky
$514K -$302K -8,348 -37%
CYG
2009
Clean Yield Group
Vermont
$513K -$164K -4,541 -24%
PP
2010
Professional Planning
California
$513K -$62.5K -1,726 -11%
BI
2011
Berkeley Inc
Idaho
$512K +$512K +14,140 New
JF
2012
JSF Financial
California
$512K -$53.5K -1,477 -9%
WAM
2013
Winslow Asset Management
Ohio
$512K – – –
Financial Engines Advisors
2014
Financial Engines Advisors
California
$511K +$26.2K +723 +5%
SPP
2015
Single Point Partners
Massachusetts
$509K +$157K +4,331 +45%
NG
2016
Northstar Group
New York
$508K +$7.82K +216 +2%
FG
2017
Foster Group
Iowa
$507K +$109 +3 +0%
CWM
2018
Circle Wealth Management
New Jersey
$505K +$1.38K +38 +0.3%
GWSG
2019
GPS Wealth Strategies Group
Colorado
$505K +$35.8K +989 +8%
TFM
2020
TFC Financial Management
Massachusetts
$504K +$508 +14 +0.1%
TFA
2021
Teamwork Financial Advisors
Texas
$504K +$150K +4,154 +43%
AC
2022
Apella Capital
Connecticut
$501K -$3.08K -85 -0.6%
CWM
2023
CCG Wealth Management
California
$501K +$1.09K +30 +0.2%
CCM
2024
Cribstone Capital Management
Maine
$500K +$45.1K +1,246 +10%
SA
2025
Strategic Advisors
New York
$498K -$1.23M -33,913 -71%
79 80
81
82 83