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Pfizer
PFE

Overview Fund Activity

2,792 hedge funds and large institutions have $160B invested in Pfizer in 2021 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,213 increasing their positions, 1,114 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,792
Holders Change
+71
Holders Change %
+2.61%
% of All Funds
49.03%
Holding in Top 10
105
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50%
% of All Funds
1.84%
New
192
Increased
1,213
Reduced
1,114
Closed
87
Calls
$3.51B
Puts
$3.19B
Net Calls
+$317M
Net Calls Change
+$557M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$641M
2
Franklin Resources
Franklin Resources
California
+$442M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$355M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$329M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$248M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$893M
2
AS
Altshuler Shaham
Israel
-$757M
3
Sanders Capital
Sanders Capital
Florida
-$632M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$421M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWG
2001
Cardinal Strategic Wealth Guidance
Kentucky
$692K -$25.4K -590 -4%
SSCA
2002
South Shore Capital Advisors
Massachusetts
$690K +$118K +2,735 +21%
PAM
2003
Pegasus Asset Management
New York
$686K – – –
MCM
2004
Marathon Capital Management
Maryland
$684K +$176K +4,083 +35%
WGAM
2005
Wilkinson Global Asset Management
New York
$683K +$92.9K +2,161 +16%
III
2006
Independent Investors Inc
New York
$680K – – –
SAS
2007
Sanford Advisory Services
Michigan
$676K +$18.1K +421 +3%
CWM
2008
Circle Wealth Management
New Jersey
$676K +$74.2K +1,725 +12%
RI
2009
Ridgewood Investments
New Jersey
$675K -$479K -11,142 -42%
TAIM
2010
TD Ameritrade Investment Management
Nebraska
$675K +$89.5K +2,439 +15%
PSC
2011
Prentiss Smith & Co
Vermont
$673K +$43.9K +1,022 +7%
HPWM
2012
Highland Private Wealth Management
Washington
$671K +$297K +6,903 +79%
XS
2013
XR Securities
Illinois
$668K +$114K +2,640 +20%
IDBONY
2014
Israel Discount Bank of New York
New York
$668K +$668K +15,518 New
WPC
2015
White Pine Capital
Minnesota
$664K – – –
ESBC
2016
E.S. Barr & Co
Kentucky
$663K +$2.45K +57 +0.4%
CCWA
2017
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$662K +$18.1K +421 +3%
GWSG
2018
GPS Wealth Strategies Group
Colorado
$660K +$2.8K +65 +0.4%
NG
2019
Northstar Group
New York
$660K +$10.7K +248 +2%
GIA
2020
GHP Investment Advisors
Colorado
$659K -$24.7K -575 -4%
CYG
2021
Clean Yield Group
Vermont
$659K +$24.2K +562 +4%
B
2022
Bridgeworth
Alabama
$659K +$28.6K +666 +5%
OAM
2023
Oak Asset Management
California
$658K – – –
GAG
2024
GM Advisory Group
New York
$655K +$129 +3 +0%
SFI
2025
SPC Financial Inc
Maryland
$653K -$28K -651 -4%
79 80
81
82 83