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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 %
GDP
2501
Great Diamond Partners
Maine
$383K -$572K -14,023 -60%
HRC
2502
Hoertkorn Richard Charles
$383K – – –
FPWM
2503
FSB Premier Wealth Management
Iowa
$383K +$78.2K +1,916 +26%
BFA
2504
Buttonwood Financial Advisors
Maryland
$382K +$41 +1 +0%
PJSIMP
2505
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K -$11.2K -290 -3%
RCWM
2506
Royal Capital Wealth Management
Indiana
$381K -$4.08K -100 -1%
PWA
2507
Physician Wealth Advisors
Utah
$380K +$4.02K +100 +1%
SICM
2508
Sustainable Insight Capital Management
New York
$379K +$93.8K +2,300 +33%
ME
2509
McIlrath & Eck
Washington
$379K +$48.6K +1,191 +15%
OMC
2510
Overbrook Management Corp
New York
$379K -$116K -2,851 -24%
RA
2511
Rise Advisors
New York
$378K +$28.8K +706 +8%
PFWA
2512
Paces Ferry Wealth Advisors
Georgia
$377K -$33.8K -828 -8%
NFP
2513
NorthLanding Financial Partners
New York
$377K -$19.2K -471 -5%
SCM
2514
Stonehearth Capital Management
Massachusetts
$377K +$12.5K +306 +3%
SL
2515
Sentinus LLC
Illinois
$376K +$376K +9,203 New
C
2516
CEDRUS
Colorado
$375K +$48.6K +1,192 +15%
LF
2517
LifeSteps Financial
California
$375K -$45.4K -1,113 -11%
MCM
2518
McDonough Capital Management
Florida
$374K -$12.5K -307 -3%
SCI
2519
Stableford Capital II
Arizona
$374K -$684K -13,348 -65%
CANC
2520
Culbertson A N & Co
Virginia
$372K +$49K +1,200 +15%
NWM
2521
NEIRG Wealth Management
Massachusetts
$372K -$28.1K -689 -7%
CWA
2522
Clearview Wealth Advisors
Oregon
$371K -$149K -3,650 -29%
PCC
2523
Park Circle Company
Maryland
$371K – – –
WMP
2524
Wealth Management Partners
Arizona
$371K +$3.35K +82 +0.9%
RCM
2525
RB Capital Management
Nevada
$370K +$26.5K +650 +8%
99 100
101
102 103