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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 %
WWM
2626
Westwood Wealth Management
California
$316K -$33.9K -830 -10%
THWM
2627
Taylor Hoffman Wealth Management
Virginia
$316K +$95.9K +2,350 +44%
MLA
2628
MB, Levis & Associates
Pennsylvania
$316K +$1.76K +43 +0.6%
BIM
2629
Bridgecreek Investment Management
Oklahoma
$315K – – –
HFAS
2630
Hummer Financial Advisory Services
Illinois
$314K +$2.45K +60 +0.8%
Fiera Capital (Canada)
2631
Fiera Capital (Canada)
Quebec, Canada
$313K – – –
AIA
2632
Arbor Investment Advisors
North Carolina
$312K – – –
HWA
2633
Heartwood Wealth Advisors
Virginia
$312K – – –
KP
2634
Keel Point
Alabama
$311K -$88.3K -2,165 -22%
BWM
2635
BlackDiamond Wealth Management
New York
$310K +$16K +406 +5%
FAM
2636
Flaharty Asset Management
Florida
$309K -$13.8K -337 -4%
LFA
2637
Landmark Financial Advisors
Kentucky
$309K +$2.69K +66 +0.9%
BWM
2638
BigSur Wealth Management
Florida
$308K – – –
GA
2639
Gateway Advisory
New Jersey
$308K +$41 +1 +0%
PW
2640
Peninsula Wealth
California
$308K +$138K +3,384 +81%
SLA
2641
Silver Lake Advisory
Utah
$307K +$307K +7,536 New
W
2642
WealthOne
New York
$307K +$39.9K +978 +15%
AWM
2643
Aprio Wealth Management
Georgia
$307K +$44.1K +1,082 +17%
LSA
2644
Lion Street Advisors
Texas
$306K +$41.9K +1,028 +16%
FA
2645
Financial Alternatives
California
$306K – – –
TW
2646
Towerpoint Wealth
California
$305K +$70.4K +1,725 +30%
DI
2647
DAGCO Inc
Ohio
$305K -$83.1K -2,036 -21%
NJBEST
2648
New Jersey Better Educational Savings Trust
New Jersey
$304K – – –
IWA
2649
Inspirion Wealth Advisors
Illinois
$303K -$16K -392 -5%
MCM
2650
Morton Capital Management
California
$302K +$10.1K +248 +3%
104 105
106
107 108