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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 %
CIA
2876
Cascade Investment Advisors
Oregon
$217K – – –
TPWM
2877
Twelve Points Wealth Management
Massachusetts
$217K +$14.4K +354 +7%
MS
2878
Madden Securities
Texas
$216K -$8.9K -218 -4%
IWP
2879
Innova Wealth Partners
Pennsylvania
$216K +$2.04K +50 +1%
Financial Engines Advisors
2880
Financial Engines Advisors
California
$216K -$37.1K -909 -15%
FDCC
2881
Foster Dykema Cabot & Co
Massachusetts
$215K +$16.1K +394 +8%
PP
2882
Patron Partners
Texas
$215K – – –
TA
2883
Trellis Advisors
Washington
$214K -$24.6K -602 -10%
WP
2884
Waycross Partners
Kentucky
$214K -$204K -5,000 -49%
BFG
2885
Barber Financial Group
Kansas
$214K -$95.6K -2,344 -31%
PH
2886
Pinnacle Holdings
Oklahoma
$214K -$9.38K -230 -4%
DWM
2887
Darwin Wealth Management
Florida
$213K -$21.3K -517 -9%
WCFA
2888
Walkner Condon Financial Advisors
Wisconsin
$213K -$40.8K -1,001 -16%
SIA
2889
Sage Investment Advisers
New York
$213K -$36.1K -885 -15%
SA
2890
Sicart Associates
New York
$212K – – –
SCM
2891
Sandler Capital Management
New York
$212K – – –
WCG
2892
Weaver Consulting Group
California
$211K -$16.2K -397 -7%
MTWM
2893
Masso Torrence Wealth Management
New Jersey
$211K -$16.1K -394 -7%
CJFS
2894
Coulter & Justus Financial Services
Tennessee
$211K – – –
UC
2895
Unio Capital
New Jersey
$211K – – –
FS
2896
Ferguson Shapiro
Georgia
$211K -$7.51K -184 -3%
PBF
2897
Petix & Botte Financial
California
$211K +$211K +5,164 New
FSC
2898
Full Sail Capital
Oklahoma
$210K +$7.1K +174 +3%
FCIM
2899
Fairview Capital Investment Management
California
$210K – – –
LNWTC
2900
Laird Norton Wetherby Trust Company
Washington
$210K -$46.1K -1,131 -18%
114 115
116
117 118