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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 %
RC
2651
RBO & Co
California
$302K – – –
PA
2652
Parkside Advisors
California
$302K +$1.43K +35 +0.5%
CFA
2653
Cahill Financial Advisors
Minnesota
$301K +$91.2K +2,235 +43%
AWM
2654
Arista Wealth Management
Nevada
$301K +$40.5K +993 +16%
AA
2655
Auxano Advisors
Washington
$301K +$26.2K +643 +10%
MC
2656
Miramar Capital
Illinois
$300K -$168K -4,127 -36%
LCM
2657
Liberty Capital Management
Michigan
$299K – – –
HPCM
2658
Hunter Perkins Capital Management
Illinois
$299K -$13.5K -330 -4%
GC
2659
Garde Capital
Washington
$298K -$12.3K -302 -4%
FIBT
2660
First International Bank & Trust
North Dakota
$298K – – –
AWC
2661
Adamsbrown Wealth Consultants
Kansas
$297K +$11.9K +291 +4%
PCM
2662
Prelude Capital Management
New York
$297K -$332K -8,148 -53%
CRWM
2663
Castle Rock Wealth Management
California
$297K +$66.5K +1,728 +29%
CAM
2664
Claret Asset Management
Quebec, Canada
$297K +$2.04K +50 +0.7%
VBCG
2665
Valley Brook Capital Group
Pennsylvania
$296K -$139K -3,398 -32%
RLWM
2666
RF&L Wealth Management
Massachusetts
$296K – – –
MGAM
2667
McGowan Group Asset Management
Texas
$296K +$2.16K +53 +0.7%
GAM
2668
Gemmer Asset Management
California
$295K -$72.6K -1,779 -20%
AWM
2669
Avaii Wealth Management
Wisconsin
$295K +$27.4K +672 +10%
BWP
2670
Bernardo Wealth Planning
Pennsylvania
$294K +$4.28K +105 +1%
FCT
2671
Family Capital Trust
Massachusetts
$294K – – –
KOMWMG
2672
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$293K +$776 +19 +0.3%
CA
2673
Claris Advisors
Missouri
$293K -$8.89K -218 -3%
PWA
2674
Pillar Wealth Advisors
Pennsylvania
$293K +$33.6K +824 +13%
BFWA
2675
Benchmark Financial Wealth Advisors
Florida
$293K -$4.53K -111 -2%
105 106
107
108 109