PFE icon

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 %
OKSA
2701
O'Keefe Stevens Advisory
New York
$282K +$34.5K +846 +14%
SDH
2702
Sloy Dahl & Holst
Washington
$281K – – –
SEIA
2703
Signature Estate & Investment Advisors
California
$281K +$7.34K +180 +3%
AF
2704
Aldebaran Financial
$280K -$29.4K -721 -9%
PWM
2705
Prosperity Wealth Management
California
$279K +$101K +2,466 +56%
SEP
2706
Southland Equity Partners
Missouri
$279K +$7.59K +186 +3%
VPP
2707
Vertex Planning Partners
Illinois
$279K -$193K -4,723 -41%
GFG
2708
Goldstone Financial Group
Illinois
$278K +$278K +6,826 New
BOS
2709
Bank of Stockton
California
$278K +$48.8K +1,196 +21%
FW
2710
FirstPurpose Wealth
Utah
$278K +$9.75K +239 +4%
PFG
2711
Prosperity Financial Group
California
$278K +$10.7K +262 +4%
TAIM
2712
TD Ameritrade Investment Management
Nebraska
$277K -$59.4K -1,458 -18%
SCM
2713
Stordahl Capital Management
Colorado
$277K +$39.7K +972 +17%
CCM
2714
Crew Capital Management
Ohio
$276K – – –
FL
2715
Fort LP
Maryland
$276K -$81.2K -1,989 -23%
LC
2716
Landaas & Company
Wisconsin
$276K – – –
PFM
2717
Privium Fund Management
Netherlands
$276K +$276K +6,763 New
RB
2718
Renasant Bank
Mississippi
$276K +$25.1K +616 +10%
SWM
2719
Sugarloaf Wealth Management
Georgia
$275K -$5.84K -143 -2%
SPC
2720
Stewart & Patten Company
California
$275K -$15.6K -382 -5%
CPSC
2721
Carl P. Sherr & Co
Massachusetts
$275K -$2.24K -55 -0.8%
TCM
2722
Towercrest Capital Management
Pennsylvania
$275K -$20.4K -500 -7%
WPC
2723
White Pine Capital
Minnesota
$275K -$34.4K -842 -11%
PFM
2724
Peak Financial Management
Massachusetts
$274K +$274K +6,727 New
AWM
2725
Atticus Wealth Management
Florida
$273K -$83.1K -2,037 -23%
107 108
109
110 111