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Pfizer
PFE

Overview Fund Activity

3,087 hedge funds and large institutions have $161B invested in Pfizer in 2023 Q1 according to their latest regulatory filings, with 137 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
3,087
Holders Change
-165
Holders Change %
-5.07%
% of All Funds
49.41%
Holding in Top 10
80
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-58.55%
% of All Funds
1.28%
New
137
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
Wellington Management Group
Massachusetts
+$800M
2
Renaissance Technologies
Renaissance Technologies
New York
+$452M
3
Charles Schwab
Charles Schwab
California
+$429M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$276M
5
Franklin Resources
Franklin Resources
California
+$274M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1B
2
M1FG
Mach-1 Financial Group
Arkansas
-$739M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$546M
4
Barclays
Barclays
United Kingdom
-$242M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
501
Investment Management Corp of Ontario (IMCO)
Canada
$11.1M +$4.57M +111,976 +70%
CVM
502
Cheviot Value Management
California
$11.1M +$218K +5,345 +2%
SFA
503
Sequoia Financial Advisors
Ohio
$10.9M +$6.54M +160,386 +149%
TC
504
TownSquare Capital
Utah
$10.9M +$823K +20,172 +8%
EIP
505
Easterly Investment Partners
Massachusetts
$10.9M -$117K -2,865 -1%
WB
506
WesBanco Bank
West Virginia
$10.9M -$33.5K -821 -0.3%
ECM
507
Evergreen Capital Management
Washington
$10.9M +$3.41M +83,462 +46%
GFS
508
GYL Financial Synergies
Connecticut
$10.8M +$9.89M +242,308 +1,033%
ADEF
509
Adams Diversified Equity Fund
Maryland
$10.8M -$4.41M -108,040 -29%
SIS
510
Sound Income Strategies
Florida
$10.7M +$1.01M +24,771 +10%
RT
511
Rockland Trust
Massachusetts
$10.6M +$264K +6,473 +3%
NMERB
512
New Mexico Educational Retirement Board
New Mexico
$10.6M -$335K -8,200 -3%
EWM
513
Edge Wealth Management
New York
$10.6M +$22.2K +545 +0.2%
BFA
514
Bragg Financial Advisors
North Carolina
$10.6M +$140K +3,422 +1%
ATC
515
Argent Trust Co
Tennessee
$10.5M +$233K +5,718 +2%
EFS
516
Essex Financial Services
Connecticut
$10.4M -$144K -3,537 -1%
BWL
517
Bogart Wealth LLC
Virginia
$10.4M +$1.69M +41,341 +19%
SB
518
Simmons Bank
Arkansas
$10.3M +$262K +6,426 +3%
BAM
519
Bell Asset Management
Australia
$10.3M +$10.3M +252,166 New
EWM
520
Evercore Wealth Management
New York
$10.3M -$272K -6,662 -3%
LS
521
Livforsakringsbolaget Skandia
Sweden
$10.3M -$1.71M -42,000 -14%
BHWM
522
Bar Harbor Wealth Management
New Hampshire
$10.2M +$5.1K +125 +0%
MLICM
523
Metropolitan Life Insurance Company (MetLife)
New York
$10.2M -$2.47M -60,418 -19%
CA
524
Cetera Advisors
Colorado
$10.2M -$570K -13,982 -5%
V
525
Veritable
Delaware
$10.2M -$1.46M -35,862 -13%
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