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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 %
CCM
2826
Carmel Capital Management
California
$235K – – –
AWS
2827
AJ Wealth Strategies
New York
$234K +$816 +20 +0.3%
JGGDR
2828
JGP Global Gestao de Recursos
Brazil
$234K -$2.35M -8,428 -91%
TAM
2829
Townsend Asset Management
North Carolina
$234K – – –
CCA
2830
Cora Capital Advisors
New Jersey
$234K +$4.16K +102 +2%
BWFA
2831
Baltimore-Washington Financial Advisors
Maryland
$234K -$612 -15 -0.3%
PCFFS
2832
Pacific Center for Financial Services
California
$233K +$233K +5,720 New
SCA
2833
Scott Capital Advisors
Oregon
$233K -$1.96K -48 -0.8%
CCA
2834
Cottonwood Capital Advisors
Utah
$233K -$2.41K -59 -1%
FWSM
2835
First Wilshire Securities Management
California
$232K -$8.21K -201 -3%
AWM
2836
Absher Wealth Management
North Carolina
$232K +$232K +5,680 New
JSA
2837
Jacobson & Schmitt Advisors
Wisconsin
$232K – – –
PGAM
2838
Princeton Global Asset Management
New Jersey
$231K +$8.04K +197 +4%
DW
2839
Domani Wealth
Pennsylvania
$230K -$10.4K -254 -4%
PRWA
2840
Platte River Wealth Advisors
Colorado
$230K -$440K -10,782 -66%
OFG
2841
Oxford Financial Group
Indiana
$230K -$54.6K -1,339 -19%
CA
2842
Centerpoint Advisors
Massachusetts
$230K +$44K +1,076 +24%
HFA
2843
High Falls Advisors
New York
$230K -$9.18K -225 -4%
CPA
2844
Capital Performance Advisors
California
$230K – – –
AA
2845
Alesco Advisors
New York
$229K +$694 +17 +0.3%
ACM
2846
Ategra Capital Management
Virginia
$228K -$160K -3,928 -41%
DCM
2847
Dimension Capital Management
Florida
$228K +$228K +5,583 New
BWM
2848
Birchcreek Wealth Management
Ohio
$228K – – –
CWA
2849
Consilium Wealth Advisory
Texas
$227K -$12.5K -306 -5%
DLCIG
2850
D.L. Carlson Investment Group
New Hampshire
$227K +$1.63K +40 +0.7%
112 113
114
115 116