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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 %
PWM
3251
Purus Wealth Management
California
– -$221K -4,311 Closed
TCB
3252
Texas Capital Bancshares
Texas
– -$220K -4,303 Closed
HIA
3253
HTG Investment Advisors
Connecticut
– -$220K -4,290 Closed
WOSD
3254
WFA of San Diego
California
– -$220K -4,288 Closed
AC
3255
Addison Capital
Pennsylvania
– -$219K -4,272 Closed
MTC
3256
McDaniel Terry & Co
Texas
– -$219K -4,265 Closed
MFG
3257
Menard Financial Group
Texas
– -$217K -4,240 Closed
FAFN
3258
First Affirmative Financial Network
Colorado
– -$217K -4,235 Closed
GSWM
3259
Greenup Street Wealth Management
Michigan
– -$216K -4,223 Closed
AWM
3260
Altus Wealth Management
Kentucky
– -$216K -4,221 Closed
CISOA
3261
Capital Investment Services of America
Wisconsin
– -$216K -4,219 Closed
BWM
3262
Boyd Wealth Management
California
– -$216K -4,217 Closed
CFP
3263
Curran Financial Partners
South Carolina
– -$216K -4,207 Closed
RPGK
3264
Retirement Planning Group (Kansas)
Kansas
– -$215K -4,200 Closed
SCP
3265
Silverleafe Capital Partners
Tennessee
– -$214K -4,174 Closed
CF
3266
Clarity Financial
Texas
– -$214K -4,173 Closed
QWM
3267
Quaker Wealth Management
New Jersey
– -$214K -4,170 Closed
WA
3268
Waterford Advisors
New York
– -$213K -4,166 Closed
VW
3269
Vance Wealth
California
– -$213K -4,163 Closed
MCM
3270
Mattern Capital Management
Colorado
– -$213K -4,162 Closed
SFP
3271
Sandbox Financial Partners
Maryland
– -$213K -4,156 Closed
CWM
3272
Collaborative Wealth Management
Florida
– -$213K -4,152 Closed
CPP
3273
Capasso Planning Partners
South Carolina
– -$213K -4,149 Closed
HG
3274
Harbor Group
New Hampshire
– -$213K -4,149 Closed
AFGAS
3275
Allegiance Financial Group Advisory Services
Virginia
– -$211K -4,124 Closed
129 130
131
132 133