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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
1
Wellington Management Group
Massachusetts
$8.93B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$496M
3
Charles Schwab
3
Charles Schwab
California
$3.41B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.7B
5
Franklin Resources
5
Franklin Resources
California
$951M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$9.45B
2
M1FG
2
Mach-1 Financial Group
Arkansas
$125M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.46B
4
Barclays
4
Barclays
United Kingdom
$268M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
3151
BHK Investment Advisors
Alabama
– -$399K -7,790 Closed
TCOO
3152
Trust Company of Oklahoma
Oklahoma
– -$386K -7,528 Closed
SCM
3153
Seascape Capital Management
New Hampshire
– -$383K -7,480 Closed
AP
3154
Adero Partners
California
– -$381K -7,435 Closed
OWA
3155
One Wealth Advisors
California
– -$381K -7,430 Closed
SF
3156
Safeguard Financial
Wisconsin
– -$374K -7,296 Closed
ASFA
3157
All Season Financial Advisors
Colorado
– -$359K -7,004 Closed
SCM
3158
SKBA Capital Management
California
– -$359K -7,000 Closed
XT
3159
XTX Topco
Cayman Islands
– -$358K -6,987 Closed
ODIJL
3160
One Day In July LLC
Vermont
– -$358K -6,986 Closed
EAM
3161
Empirical Asset Management
Massachusetts
– -$259K -6,950 Closed
LBC
3162
Lawrence B. Cohen
– -$352K -6,866 Closed
OFG
3163
OmniStar Financial Group
North Carolina
– -$349K -6,806 Closed
DWA
3164
Delap Wealth Advisory
Oregon
– -$343K -6,699 Closed
AG
3165
Appleton Group
Wisconsin
– -$341K -6,653 Closed
PCMC
3166
Private Capital Management (Colorado)
Colorado
– -$340K -6,643 Closed
SCP
3167
Shorepoint Capital Partners
Massachusetts
– -$340K -6,635 Closed
AA
3168
Aire Advisors
California
– -$324K -6,373 Closed
WAOI
3169
Wealth Advisors of Iowa
Iowa
– -$314K -6,127 Closed
BBL
3170
Beck Bode LLC
Massachusetts
– -$313K -6,114 Closed
CWMGP
3171
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$313K -6,108 Closed
BA
3172
Birinyi Associates
Connecticut
– -$303K -5,908 Closed
RPG
3173
Resource Planning Group
Georgia
– -$302K -5,894 Closed
PG
3174
Prostatis Group
Maryland
– -$302K -5,893 Closed
AA
3175
AlphaQ Advisors
Florida
– -$302K -5,892 Closed
125 126
127
128 129