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Pfizer
PFE

Overview Fund Activity

3,087 hedge funds and large institutions have $161B invested in Pfizer in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 1,364 increasing their positions, 1,311 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,087
Holders Change
-165
Holders Change %
-5.07%
% of All Funds
49.41%
Holding in Top 10
80
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-58.55%
% of All Funds
1.28%
New
137
Increased
1,364
Reduced
1,311
Closed
232
Calls
$1.55B
Puts
$2.08B
Net Calls
-$530M
Net Calls Change
-$851M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$800M
2
Renaissance Technologies
Renaissance Technologies
New York
+$452M
3
Charles Schwab
Charles Schwab
California
+$429M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$276M
5
Franklin Resources
Franklin Resources
California
+$274M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1B
2
M1FG
Mach-1 Financial Group
Arkansas
-$739M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$546M
4
Barclays
Barclays
United Kingdom
-$242M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
2476
Palisades Hudson Asset Management
Florida
$396K -$36.8K -903 -9%
RWS
2477
Resolute Wealth Strategies
Mississippi
$396K +$396K +9,705 New
SIAG
2478
Safeguard Investment Advisory Group
California
$395K +$9.22K +226 +2%
NIC
2479
Northwest Investment Counselors
Oregon
$394K -$60K -1,470 -13%
GAM
2480
Gould Asset Management
California
$393K -$311K -7,625 -44%
ECAM
2481
East Coast Asset Management
Massachusetts
$393K +$204 +5 +0.1%
WAS
2482
Winch Advisory Services
Wisconsin
$392K +$23K +564 +6%
CWM
2483
CCG Wealth Management
California
$392K -$129K -3,165 -25%
OBGC
2484
O'Brien Greene & Co
Pennsylvania
$391K -$29.2K -716 -7%
LWM
2485
LJI Wealth Management
Indiana
$391K +$65.8K +1,612 +20%
FFWM
2486
Future Financial Wealth Management
Ohio
$391K -$55.3K -1,338 -12%
PWS
2487
Peloton Wealth Strategists
Indiana
$389K -$35.8K -877 -8%
HR
2488
Hardy Reed
Mississippi
$389K -$13.1K -322 -3%
CAM
2489
Congress Asset Management
Massachusetts
$389K +$4.86K +119 +1%
CAS
2490
Coppell Advisory Solutions
Texas
$388K +$305K +7,545 +367%
CASC
2491
Coppell Advisory Solutions Corp
Texas
$388K +$305K +7,545 +367%
LWM
2492
Lyell Wealth Management
California
$387K -$27.9K -684 -7%
KLI
2493
Kelman-Lazarov Inc
Tennessee
$386K +$30.8K +754 +9%
LCWP
2494
Legacy Capital Wealth Partners
Arkansas
$386K +$386K +9,458 New
LFA
2495
Laraway Financial Advisors
Minnesota
$385K -$22.4K -550 -6%
BWM
2496
Blossom Wealth Management
California
$385K +$44.2K +1,084 +13%
WHCI
2497
W.H. Cornerstone Investments
Massachusetts
$385K -$613K -15,017 -61%
SWMP
2498
Signature Wealth Management Partners
New Jersey
$385K -$168K -4,125 -30%
WQ
2499
Wealth Quarterback
New Jersey
$384K -$15.3K -374 -4%
PWMG
2500
Pinnacle Wealth Management Group
Michigan
$384K -$14.3K -350 -4%
98 99
100
101 102