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 %
AWM
2751
Aspire Wealth Management
Massachusetts
$261K -$245 -6 -0.1%
CPC
2752
Consolidated Planning Corp
Georgia
$261K +$33.6K +823 +15%
ACA
2753
Atlas Capital Advisors
Wyoming
$260K -$918K -22,507 -78%
AFAS
2754
Acorn Financial Advisory Services
Virginia
$259K -$14.8K -362 -5%
WC
2755
Weil Company
California
$258K – – –
CWM
2756
Campbell Wealth Management
Virginia
$258K -$7.22K -177 -3%
PS
2757
Planned Solutions
California
$257K – – –
AWM
2758
Alterna Wealth Management
Texas
$257K – – –
AWM
2759
Accel Wealth Management
Iowa
$257K -$9.75K -239 -4%
DOA
2760
D'Orazio & Associates
Virginia
$257K -$87K -2,133 -25%
LWM
2761
Ledge Wealth Management
Minnesota
$257K -$17.9K -438 -7%
PWS
2762
Precision Wealth Strategies
Missouri
$257K +$1.84K +45 +0.7%
BF
2763
Brogan Financial
Tennessee
$257K – – –
RMC
2764
Resources Management Corp
Connecticut
$255K -$29.8M -178,188 -99%
KIG
2765
Kennedy Investment Group
New Jersey
$254K -$74.8K -1,834 -23%
TFGT
2766
TS Financial Group (TSFG)
Illinois
$254K -$2.49K -61 -1%
NC
2767
NinePointTwo Capital
California
$254K +$254K +6,230 New
PMG
2768
Private Management Group
California
$254K +$72.1K +1,767 +40%
DAM
2769
Doheny Asset Management
California
$253K – – –
HWA
2770
HHM Wealth Advisors
Tennessee
$253K +$2.98K +73 +1%
KWM
2771
Keebeck Wealth Management
Illinois
$252K – – –
RW
2772
REDW Wealth
New Mexico
$252K +$13.2K +324 +6%
BCMO
2773
Buckingham Capital Management (Ohio)
Ohio
$251K +$612 +15 +0.2%
CFCI
2774
Comprehensive Financial Consultants Institutional
Indiana
$251K +$163 +4 +0.1%
BCP
2775
Blue Chip Partners
Michigan
$250K +$2.41K +59 +1%
109 110
111
112 113