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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 %
RW
3201
RVW Wealth
California
– -$262K -5,109 Closed
CAMV
3202
Concord Asset Management (Virginia)
Virginia
– -$261K -5,101 Closed
RFM
3203
Royal Fund Management
Florida
– -$261K -5,094 Closed
SCP
3204
Seizert Capital Partners
Michigan
– -$261K -5,090 Closed
SWIG
3205
Strategic Wealth Investment Group
Kentucky
– -$228K -5,064 Closed
LAS
3206
LWM Advisory Services
Florida
– -$249K -5,040 Closed
MPW
3207
MGO Private Wealth
California
– -$255K -4,982 Closed
SHWM
3208
Smith & Howard Wealth Management
Georgia
– -$255K -4,980 Closed
GSIS
3209
Global Strategic Investment Solutions
Arizona
– -$255K -4,972 Closed
FA
3210
Financial Advisors
Massachusetts
– -$248K -4,845 Closed
PFA
3211
Peak Financial Advisors
Colorado
– -$248K -4,835 Closed
CAM
3212
Concorde Asset Management
Michigan
– -$247K -4,830 Closed
MWM
3213
MBE Wealth Management
Wisconsin
– -$247K -4,827 Closed
CCA
3214
Conservest Capital Advisors
Pennsylvania
– -$247K -4,815 Closed
WLIM
3215
White Lighthouse Investment Management
Massachusetts
– -$246K -4,810 Closed
CAG
3216
Curtis Advisory Group
California
– -$246K -4,800 Closed
RSS
3217
Rosenblum Silverman Sutton
California
– -$246K -4,795 Closed
PCH
3218
PGIM Custom Harvest
New Jersey
– -$245K -4,790 Closed
PA
3219
Perennial Advisors
New York
– -$245K -4,780 Closed
3F
3220
360 Financial
Minnesota
– -$208K -4,760 Closed
RFO
3221
RiverGlades Family Offices
Florida
– -$243K -4,750 Closed
IWP
3222
Insight Wealth Partners
Texas
– -$242K -4,720 Closed
NA
3223
Nottingham Advisors
New York
– -$241K -4,701 Closed
WRPWM
3224
Werba Rubin Papier Wealth Management
California
– -$241K -4,701 Closed
TFP
3225
Triune Financial Partners
Kansas
– -$240K -4,692 Closed
127 128
129
130 131