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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 %
RIM
2676
RW Investment Management
Idaho
$293K +$10.3K +252 +4%
MHR
2677
Matthew Hamilton Rosenberg
$293K -$31.5K -771 -10%
BCB
2678
Brian C. Broderick
$292K – – –
SAM
2679
Synergy Asset Management
Washington
$292K -$5.47K -134 -2%
EIM
2680
Ervin Investment Management
Washington
$291K -$48.5K -1,200 -14%
ECM
2681
Elgethun Capital Management
South Dakota
$291K -$131K -3,195 -31%
DSN
2682
D. Scott Neal
Kentucky
$290K -$351K -8,600 -55%
TFA
2683
Triad Financial Advisors
North Carolina
$289K -$4.94K -121 -2%
AWA
2684
Alta Wealth Advisors
Massachusetts
$289K -$4.9K -120 -2%
BHWM
2685
Beaird Harris Wealth Management
Texas
$289K -$19.5K -478 -6%
EL
2686
EMFO LLC
Florida
$289K – – –
TWM
2687
TriaGen Wealth Management
California
$287K -$2.45K -60 -0.8%
SAMC
2688
Spectrum Asset Management (California)
California
$287K – – –
TI
2689
TTP Investments
California
$287K -$3.26K -80 -1%
GB
2690
Goepper Burkhardt
South Carolina
$286K -$23.8K -584 -8%
MF
2691
Manchester Financial
California
$286K -$2.2K -54 -0.8%
PIFP
2692
Partners in Financial Planning
Virginia
$286K – – –
NCM
2693
Neumann Capital Management
California
$286K – – –
AIS
2694
American Investment Services
Massachusetts
$286K – – –
CFO
2695
Callan Family Office
Pennsylvania
$285K +$2.73K +67 +1%
SHWM
2696
Silicon Hills Wealth Management
Texas
$285K +$12.9K +315 +5%
CWA
2697
CJM Wealth Advisers
Virginia
$285K -$9.87K -242 -3%
MWP
2698
Madison Wealth Partners
Wisconsin
$284K -$11.5K -283 -4%
AWA
2699
Artemis Wealth Advisors
New York
$283K – – –
PIM
2700
Profit Investment Management
Maryland
$283K – – –
106 107
108
109 110