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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 %
CAM
551
Cresset Asset Management
Illinois
$9.15M +$261K +6,407 +3%
FM
552
Foster & Motley
Ohio
$9.13M -$319K -7,831 -3%
Wealthfront Advisers
553
Wealthfront Advisers
California
$9.09M -$9.66M -236,669 -52%
SSA
554
Schonfeld Strategic Advisors
New York
$9.08M -$2.45M -60,030 -21%
B
555
Bailard
California
$9.04M -$439K -10,761 -5%
JPMIA
556
J.P. Marvel Investment Advisors
Massachusetts
$9.03M -$8.94K -219 -0.1%
DWM
557
Dorchester Wealth Management
Quebec, Canada
$9.03M +$1.58M +38,729 +21%
AAIM
558
American Assets Investment Management
California
$8.98M +$2.04M +50,000 +29%
KPWS
559
Kestra Private Wealth Services
Texas
$8.96M +$420K +10,283 +5%
IAA
560
Independent Advisor Alliance
North Carolina
$8.93M -$738K -18,095 -8%
IC
561
IEQ Capital
California
$8.92M -$491K -12,039 -5%
KFP
562
Keystone Financial Planning
Ohio
$8.89M +$6.62M +162,376 +292%
FFIC
563
First Fiduciary Investment Counsel
Ohio
$8.88M +$528K +12,945 +6%
WF
564
WoodTrust Financial
Wisconsin
$8.86M +$361K +8,842 +4%
Bessemer Group
565
Bessemer Group
New Jersey
$8.84M -$314K -7,702 -3%
SBWIC
566
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.8M -$76.6K -1,877 -0.9%
FTC
567
Farmers Trust Company
Ohio
$8.8M -$8.77K -215 -0.1%
OAM
568
Ostrum Asset Management
France
$8.77M +$8.77M +214,952 New
GCMG
569
Gyroscope Capital Management Group
Florida
$8.68M +$1.11M +27,106 +15%
RWA
570
Ropes Wealth Advisors
Massachusetts
$8.67M -$246K -6,041 -3%
VFA
571
Valeo Financial Advisors
Indiana
$8.64M -$57.6K -1,411 -0.7%
VWM
572
Venturi Wealth Management
Texas
$8.64M +$517K +12,671 +6%
SFI
573
Siemens Fonds Invest
Germany
$8.64M -$297K -7,270 -3%
VWA
574
Visionary Wealth Advisors
Illinois
$8.57M -$804K -19,702 -9%
MDCM
575
Morgan Dempsey Capital Management
Wisconsin
$8.53M -$9.75K -239 -0.1%
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