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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 %
EBSAM
2601
Eubel Brady & Suttman Asset Management
Ohio
$331K +$489 +12 +0.1%
CT
2602
Columbia Trust
Oregon
$331K -$71.8K -1,761 -18%
IF
2603
IRON Financial
Illinois
$330K +$4.28K +105 +1%
GSIAS
2604
Garden State Investment Advisory Services
New Jersey
$329K -$2.16K -53 -0.7%
TWM
2605
Tanager Wealth Management
United Kingdom
$329K -$79.4K -1,947 -19%
LRIC
2606
Long Road Investment Counsel
Michigan
$328K -$40.8K -1,000 -11%
AIM
2607
Aurora Investment Managers
Florida
$328K -$27.2K -667 -8%
SI
2608
Saxon Interests
Texas
$328K -$82 -2 -0%
VBWMG
2609
Von Berge Wealth Management Group
California
$328K +$662 +16 +0.2%
HIG
2610
Heritage Investment Group
Florida
$327K -$326 -8 -0.1%
BHIC
2611
Bassett Hargrove Investment Counsel
Delaware
$327K – – –
SFWA
2612
Summit Financial Wealth Advisors
Louisiana
$327K +$24.6K +603 +8%
SSW
2613
Stone Summit Wealth
Florida
$326K -$2.57K -63 -0.8%
AA
2614
Addison Advisors
Vermont
$325K +$979 +24 +0.3%
CFAM
2615
Coury Firm Asset Management
Pennsylvania
$322K +$20.5K +503 +7%
PWMG
2616
Provence Wealth Management Group
California
$321K +$54.8K +1,343 +21%
DI
2617
Disciplined Investments
Oklahoma
$320K +$244K +5,982 +320%
AWM
2618
AllSquare Wealth Management
New York
$319K +$12.2K +300 +4%
IWN
2619
Independent Wealth Network
Iowa
$318K +$17.4K +426 +6%
CFD
2620
Creative Financial Designs
Indiana
$317K -$1.22K -30 -0.4%
THL
2621
Tillman Hartley LLC
Colorado
$317K – – –
BDFN
2622
Bond & Devick Financial Network
Minnesota
$317K – – –
MKA
2623
M. Kulyk & Associates
Georgia
$317K – – –
VAFP
2624
Vahanian & Associates Financial Planning
New York
$317K -$103K -2,536 -25%
WCA
2625
Waypoint Capital Advisors
Minnesota
$317K – – –
103 104
105
106 107