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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 %
UL
2576
Unionview LLC
Washington
$340K +$9.63K +236 +3%
GAM
2577
GEM Asset Management
Michigan
$340K – – –
TC
2578
Trilogy Capital
California
$339K +$73.7K +1,806 +28%
SRC
2579
Sage Rhino Capital
California
$339K +$14.7K +361 +5%
JWM
2580
Jessup Wealth Management
Ohio
$339K -$19.4K -476 -5%
GBWM
2581
Granite Bay Wealth Management
New Hampshire
$338K -$6.53K -160 -2%
MHWM
2582
Montz Harcus Wealth Management
Louisiana
$338K +$3.31K +81 +1%
HBWM
2583
Hollow Brook Wealth Management
New York
$337K – – –
KCM
2584
KRS Capital Management
Michigan
$337K +$33.6K +824 +11%
SMH
2585
Sanders Morris Harris
Texas
$337K -$254K -6,216 -43%
AAG
2586
Armstrong Advisory Group
Massachusetts
$336K -$20.7K -508 -6%
RHP
2587
Royal Harbor Partners
Texas
$336K – – –
PGA
2588
Portland Global Advisors
Maine
$336K -$183K -4,487 -35%
WF
2589
Wayfinding Financial
Washington
$336K +$29.9K +734 +10%
PBO
2590
Peoples Bank (Ohio)
Ohio
$335K -$2.57K -63 -0.8%
HC
2591
Hoese & Co
Minnesota
$335K -$38.9K -960 -10%
ACM
2592
Armbruster Capital Management
New York
$335K -$22.4K -550 -6%
BBW
2593
Blue Barn Wealth
Utah
$335K +$59.6K +1,460 +22%
HCA
2594
Horan Capital Advisors
Ohio
$335K – – –
MA
2595
Mezzasalma Advisors
New Jersey
$334K – – –
SHA
2596
Seneca House Advisors
Virginia
$333K -$40.9K -1,003 -11%
PWM
2597
Prentice Wealth Management
New York
$333K -$1.02K -25 -0.3%
SHGA
2598
Sand Hill Global Advisors
California
$332K – – –
FNBSF
2599
First National Bank Sioux Falls
South Dakota
$331K -$8.16K -200 -2%
MSR
2600
Main Street Research
Connecticut
$331K -$10.6K -259 -3%
102 103
104
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