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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 %
SLT
3276
St Louis Trust
Missouri
– -$211K -4,121 Closed
MUMSS
3277
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$211K -4,120 Closed
NWA
3278
Navis Wealth Advisors
New York
– -$209K -4,080 Closed
UFA
3279
US Financial Advisors
Massachusetts
– -$209K -4,074 Closed
AC
3280
Avenir Corporation
Virginia
– -$209K -4,071 Closed
BPFA
3281
Barnes Pettey Financial Advisors
Mississippi
– -$208K -4,050 Closed
KIM
3282
Karpus Investment Management
New York
– -$207K -4,040 Closed
HIM
3283
Hanlon Investment Management
New Jersey
– -$207K -4,036 Closed
WJA
3284
Willis Johnson & Associates
Texas
– -$206K -4,012 Closed
CRG
3285
Cornerstone Retirement Group
Nevada
– -$205K -4,000 Closed
HAM
3286
Hedges Asset Management
Nevada
– -$205K -4,000 Closed
TWA
3287
TPB Wealth Advisors
Texas
– -$205K -3,999 Closed
PFA
3288
Pathway Financial Advisors
Vermont
– -$205K -3,994 Closed
PWSG
3289
Pacific Wealth Strategies Group
California
– -$204K -3,977 Closed
GWAG
3290
Garrett Wealth Advisory Group
Texas
– -$204K -3,974 Closed
TFA
3291
Teamwork Financial Advisors
Texas
– -$203K -3,959 Closed
CB
3292
Cooke & Bieler
Pennsylvania
– -$203K -3,956 Closed
TIA
3293
Trust Investment Advisors
Indiana
– -$201K -3,927 Closed
LRIA
3294
Leonard Rickey Investment Advisors
Washington
– -$201K -3,921 Closed
AMCA
3295
Arthur M. Cohen & Associates
Illinois
– -$200K -3,900 Closed
AWM
3296
Ameliora Wealth Management
Switzerland
– -$167K -3,263 Closed
RG
3297
Richelieu Gestion
France
– -$164K -3,203 Closed
GMA
3298
Glassy Mountain Advisors
Maryland
– -$162K -3,156 Closed
R
3299
Rebalance
California
– -$156K -3,053 Closed
FSA
3300
Financial Sense Advisors
California
– -$145K -2,833 Closed
129 130 131
132
133