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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 %
DTL
2776
Dynamic Technology Lab
Singapore
$250K -$136K -3,322 -35%
AC
2777
Annandale Capital
Texas
$250K -$4.17K -102 -2%
TIA
2778
Tandem Investment Advisors
South Carolina
$250K +$67.1K +1,647 +37%
PCM
2779
Pennsylvania Capital Management
Pennsylvania
$250K – – –
FPGK
2780
Financial Partners Group (Kansas)
Kansas
$250K +$8.49K +208 +4%
ODFS
2781
O'Donnell Financial Services
California
$249K +$1.8K +44 +0.7%
NRC
2782
New Republic Capital
North Carolina
$249K -$20.9K -513 -8%
VCG
2783
Vantage Consulting Group
Virginia
$248K +$57.6K +1,412 +30%
SA
2784
Syntax Advisors
New York
$248K +$57.6K +1,412 +30%
FA
2785
Forefront Analytics
Pennsylvania
$248K -$12.8K -313 -5%
FCM
2786
Firestone Capital Management
Florida
$247K -$20.2K -495 -8%
FP
2787
Fiduciary Planning
Florida
$247K -$1.39K -34 -0.6%
DCM
2788
DGS Capital Management
New Jersey
$247K -$26.5K -650 -10%
LSWM
2789
Lorne Steinberg Wealth Management
Canada
$247K -$26K -637 -10%
PO
2790
Private Ocean
California
$247K +$108K +2,645 +78%
WCM
2791
Wallace Capital Management
Texas
$246K +$6.41K +157 +3%
DWM
2792
Defined Wealth Management
Oregon
$246K +$20.4K +500 +9%
OCM
2793
Objective Capital Management
Ohio
$246K -$6.65K -163 -3%
MCCP
2794
Mission Creek Capital Partners
California
$245K +$1.14K +28 +0.5%
RIM
2795
Rockbridge Investment Management
New York
$245K -$24.3K -595 -9%
TF
2796
Theory Financial
Colorado
$244K – – –
SWM
2797
Seed Wealth Management
Illinois
$244K -$65.3K -1,600 -21%
APWM
2798
Atlas Private Wealth Management
New York
$243K +$28.2K +690 +13%
TIM
2799
Tortoise Investment Management
New York
$243K – – –
EWM
2800
Elite Wealth Management
Washington
$243K – – –
110 111
112
113 114