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Pfizer
PFE

Overview Fund Activity

3,086 hedge funds and large institutions have $161B invested in Pfizer in 2023 Q1 according to their latest regulatory filings, with 136 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
3,086
Holders Change
-166
Holders Change %
-5.1%
% of All Funds
49.4%
Holding in Top 10
80
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-58.55%
% of All Funds
1.28%
New
136
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 %
UWPG
3176
Ullmann Wealth Partners Group
Florida
– -$301K -5,867 Closed
B
3177
Barings
North Carolina
– -$298K -5,812 Closed
GAA
3178
Global Assets Advisory
Florida
– -$294K -5,741 Closed
GWM
3179
Gitterman Wealth Management
New Jersey
– -$288K -5,613 Closed
MWA
3180
Motive Wealth Advisors
Michigan
– -$288K -5,612 Closed
MWM
3181
Moran Wealth Management
Florida
– -$287K -5,603 Closed
PIP
3182
Peachtree Investment Partners
Florida
– -$285K -5,564 Closed
LFG
3183
Lockerman Financial Group
California
– -$282K -5,512 Closed
VP
3184
Verum Partners
North Carolina
– -$281K -5,492 Closed
AA
3185
Aufman Associates
Pennsylvania
– -$279K -5,451 Closed
KCM
3186
Kathmere Capital Management
Pennsylvania
– -$278K -5,420 Closed
CCM
3187
Crabel Capital Management
California
– -$278K -5,418 Closed
TWM
3188
Trinity Wealth Management
Pennsylvania
– -$277K -5,410 Closed
CMI
3189
Clare Market Investments
Texas
– -$274K -5,350 Closed
FFA
3190
Fi3 Financial Advisors
Indiana
– -$271K -5,290 Closed
DWP
3191
Destiny Wealth Partners
Florida
– -$269K -5,252 Closed
RLIM
3192
Red Lighthouse Investment Management
New York
– -$269K -5,251 Closed
EVM
3193
Evelyn V. Moreno
– -$268K -5,232 Closed
WA
3194
Wealthstream Advisors
New York
– -$266K -5,197 Closed
CHA
3195
Cooper/Haims Advisors
New York
– -$266K -5,185 Closed
CWG
3196
Crown Wealth Group
North Carolina
– -$266K -5,184 Closed
TPW
3197
TL Private Wealth
Texas
– -$251K -5,180 Closed
MPW
3198
Monterey Private Wealth
California
– -$263K -5,131 Closed
FSCM
3199
Front Street Capital Management
Montana
– -$263K -5,126 Closed
PPWM
3200
Paragon Private Wealth Management
Kentucky
– -$262K -5,115 Closed
126 127
128
129 130