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 %
MWM
2726
MinichMacGregor Wealth Management
New York
$273K +$177K +4,339 +185%
HFP
2727
Holistic Financial Partners
Indiana
$273K +$1.39K +34 +0.5%
CIM
2728
Chapman Investment Management
California
$273K -$751K -18,395 -73%
TSS
2729
Two Sigma Securities
New York
$272K +$272K +6,673 New
DAM
2730
Diamant Asset Management
Connecticut
$271K -$18.4K -450 -6%
NECFA
2731
New England Capital Financial Advisors
Connecticut
$270K +$367 +9 +0.1%
SFA
2732
Source Financial Advisors
New York
$270K -$3.47K -85 -1%
IAG
2733
Investment Advisory Group
Massachusetts
$269K +$122 +3 +0%
LFRG
2734
Lazard Frères Gestion
France
$269K +$54.1K +1,573 +25%
BFG
2735
Baron Financial Group
New Jersey
$268K -$4.04K -99 -1%
TIM
2736
Total Investment Management
Arizona
$267K – – –
SG
2737
Somerset Group
Minnesota
$267K – – –
FA
2738
Financial Avengers
California
$266K +$2.45K +60 +0.9%
AAS
2739
Asset Allocation Strategies
Michigan
$266K +$3.59K +88 +1%
GWM
2740
Gray Wealth Management
Maine
$266K -$39.9K -977 -13%
CM
2741
Castleark Management
Illinois
$265K – – –
FFL
2742
Financial Freedom LLC
Ohio
$265K +$8.28K +203 +3%
CCA
2743
Childress Capital Advisors
Texas
$265K -$577K -14,138 -69%
LWM
2744
Liberty Wealth Management
California
$263K +$263K +6,430 New
GIP
2745
Greatmark Investment Partners
Georgia
$262K – – –
SA
2746
SRH Advisors
Kansas
$262K – – –
LSIA
2747
LaSalle St. Investment Advisors
Illinois
$262K +$92.4K +2,269 +54%
SWIM
2748
Smallwood Wealth Investment Management
New Jersey
$262K -$16.8K -411 -6%
BWA
2749
Beam Wealth Advisors
Louisiana
$262K -$938 -23 -0.4%
SFS
2750
Security Financial Services
Indiana
$261K – – –
108 109
110
111 112