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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 %
AF
3226
Affiance Financial
Minnesota
– -$239K -4,669 Closed
FPTW
3227
Franklin, Parlapiano, Turner & Welch
Texas
– -$238K -4,654 Closed
WCM
3228
Wealthcare Capital Management
Virginia
– -$238K -4,646 Closed
CFG
3229
Compton Financial Group
Maryland
– -$236K -4,612 Closed
NEWAS
3230
N.E.W. Advisory Services
Wisconsin
– -$236K -4,599 Closed
ACMA
3231
Arbor Capital Management (Alaska)
Alaska
– -$234K -4,594 Closed
GWAM
3232
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$234K -4,576 Closed
SC
3233
Sierra Capital
Florida
– -$233K -4,541 Closed
TNAM
3234
Terra Nova Asset Management
New York
– -$232K -4,523 Closed
DBRC
3235
D.B. Root & Company
Pennsylvania
– -$232K -4,519 Closed
TC
3236
Touchstone Capital
Pennsylvania
– -$231K -4,504 Closed
WWG
3237
West Wealth Group
California
– -$230K -4,496 Closed
CL
3238
COWA LLC
Oklahoma
– -$287K -4,480 Closed
I
3239
IMPACTfolio
Colorado
– -$229K -4,469 Closed
VBFG
3240
Vishria Bird Financial Group
Tennessee
– -$228K -4,458 Closed
OWA
3241
Outlook Wealth Advisors
Texas
– -$226K -4,418 Closed
SCG
3242
Sonata Capital Group
Washington
– -$226K -4,410 Closed
CAM
3243
CPA Asset Management
Florida
– -$225K -4,400 Closed
RAM
3244
Redmond Asset Management
Virginia
– -$225K -4,398 Closed
HWA
3245
HCR Wealth Advisors
California
– -$225K -4,393 Closed
SFC
3246
SYM Financial Corp
Indiana
– -$224K -4,364 Closed
NQWM
3247
Northwest Quadrant Wealth Management
Oregon
– -$223K -4,353 Closed
HCM
3248
Hudson Capital Management
New Jersey
– -$223K -4,348 Closed
CFC
3249
Client First Capital
California
– -$222K -4,332 Closed
PSP
3250
Pacific Sage Partners
Washington
– -$222K -4,330 Closed
128 129
130
131 132