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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 %
BAM
2551
BOS Asset Management
Illinois
$356K -$32.3K -792 -8%
WAG
2552
Wallace Advisory Group
California
$356K +$21.3K +521 +6%
PC
2553
Port Capital
Illinois
$356K -$57.3K -1,405 -14%
MFG
2554
Midwest Financial Group
Kansas
$356K +$356K +8,717 New
BIM
2555
Barton Investment Management
Pennsylvania
$355K – – –
WW
2556
Westshore Wealth
California
$354K +$1.8K +44 +0.5%
CA
2557
CGN Advisors
Kansas
$353K -$19K -465 -5%
MFT
2558
Moisand Fitzgerald Tamayo
Florida
$352K -$14.1K -345 -4%
WPA
2559
West Paces Advisors
Georgia
$351K -$31.2K -764 -8%
PGWM
2560
Parisi Gray Wealth Management
New Jersey
$349K -$16.3K -400 -4%
FWMM
2561
Foundation Wealth Management (Missouri)
Missouri
$349K – – –
CCT
2562
Capital City Trust
Florida
$348K +$14.4K +354 +4%
ACA
2563
Affinity Capital Advisors
California
$348K -$15.2K -372 -4%
WFAG
2564
Wescott Financial Advisory Group
Pennsylvania
$348K +$116K +2,853 +50%
TW
2565
Transform Wealth
Colorado
$348K +$125K +3,064 +56%
NCM
2566
Next Capital Management
New York
$347K – – –
SC
2567
SRB Corp
Massachusetts
$347K -$34.7K -851 -9%
TCA
2568
Trifecta Capital Advisors
Illinois
$346K +$27.1K +665 +9%
HFS
2569
Heritage Financial Services
Massachusetts
$345K +$24.7K +606 +8%
NRI
2570
NFP Retirement Inc
California
$343K -$6.94K -170 -2%
SWRP
2571
Summit Wealth & Retirement Planning
California
$343K -$91K -2,231 -21%
WRM
2572
Weybosset Research & Management
Rhode Island
$343K – – –
CCA
2573
Column Capital Advisors
Indiana
$343K +$15.5K +881 +5%
GSC
2574
Grey Street Capital
Illinois
$341K +$341K +8,355 New
CAWM
2575
Capital Advisors Wealth Management
Washington
$341K -$4.24K -104 -1%
101 102
103
104 105