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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 %
SC
2926
Sonen Capital
California
$200K +$13.8K +338 +7%
HNWA
2927
Henrickson Nauta Wealth Advisors
Michigan
$200K +$9.06K +222 +5%
AIP
2928
Ahrens Investment Partners
Louisiana
$198K -$25.6K -628 -11%
LF
2929
Lee Financial
Texas
$191K -$17.6K -431 -8%
HS
2930
Horan Securities
United States
$190K +$25.5K +624 +15%
CSWM
2931
Cassady Schiller Wealth Management
Ohio
$188K +$4.08K +100 +2%
Commonwealth Equity Services
2932
Commonwealth Equity Services
Massachusetts
$182K +$3.56K +87,173 +2%
KFP
2933
KB Financial Partners
New Jersey
$182K -$2.08K -51 -1%
SIC
2934
SJS Investment Consulting
Ohio
$180K +$26.4K +648 +17%
CWM
2935
Cranbrook Wealth Management
Michigan
$178K -$5.1K -125 -3%
NVCHI
2936
New Vernon Capital Holdings II
New Jersey
$176K – – –
TAM
2937
Tucker Asset Management
Colorado
$175K +$66.2K +1,623 +61%
OIS
2938
Okabena Investment Services
Minnesota
$175K -$4.16K -102 -2%
SC
2939
Solstein Capital
California
$174K – – –
TLA
2940
Tanglewood Legacy Advisors
Texas
$173K – – –
IAS
2941
IMA Advisory Services
Colorado
$171K -$2.25M -55,257 -93%
EP
2942
Elkhorn Partners
Nebraska
$171K +$171K +4,200 New
VCM
2943
Versant Capital Management
Arizona
$169K +$42.3K +1,036 +33%
TFA
2944
Toth Financial Advisory
Virginia
$168K -$13K -318 -7%
CIA
2945
Cape Investment Advisory
Georgia
$164K +$164K +4,025 New
VIA
2946
Virtus Investment Advisers
Connecticut
$164K – – –
RCG
2947
Rock Creek Group
District of Columbia
$163K -$54.8K -1,342 -25%
IUHSA
2948
Itau Unibanco Holding S.A.
Brazil
$163K -$240K -5,893 -60%
DCBT
2949
Dakota Community Bank & Trust
North Dakota
$163K +$4.28K +105 +3%
SHIM
2950
Stone House Investment Management
Pennsylvania
$160K +$82 +2 +0.1%
116 117
118
119 120