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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 %
HAI
601
Hennessy Advisors Inc
California
$8.1M +$3.66M +89,700 +82%
LA
602
Lynch & Associates
Indiana
$8.1M -$285K -6,987 -3%
QCM
603
Quantinno Capital Management
New York
$8.06M +$2.65M +65,028 +49%
MIA
604
MainStreet Investment Advisors
Illinois
$8.06M +$126K +3,099 +2%
PFO
605
Pathstone Family Office
New Jersey
$8.04M -$15.3M -360,266 -65%
VAS
606
Vestmark Advisory Solutions
Massachusetts
$8.04M +$416K +10,194 +5%
MGIA
607
Moneta Group Investment Advisors
Missouri
$7.99M -$1.33M -32,560 -14%
SPC
608
Sigma Planning Corp
Michigan
$7.94M -$1.01M -24,759 -11%
ISB
609
Iowa State Bank
Iowa
$7.9M -$292K -7,148 -4%
BIA
610
Barry Investment Advisors
Massachusetts
$7.89M +$93.1K +2,283 +1%
SAM
611
Shikiar Asset Management
New York
$7.87M +$7.87M +192,980 New
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$7.84M +$120K +2,951 +2%
SWP
613
Stratos Wealth Partners
Ohio
$7.83M -$1.57M -38,484 -17%
FC
614
FORA Capital
Florida
$7.83M +$7.83M +191,838 New
AWAG
615
ARS Wealth Advisors Group
Florida
$7.81M +$111K +2,709 +1%
NCM
616
Narwhal Capital Management
Georgia
$7.8M -$1.16M -28,367 -13%
CIC
617
Carnegie Investment Counsel
Ohio
$7.76M -$1.87M -45,761 -19%
Balyasny Asset Management
618
Balyasny Asset Management
Illinois
$7.68M -$1.74M -42,557 -18%
SWM
619
Stockman Wealth Management
Montana
$7.68M +$222K +5,445 +3%
RPAM
620
Rhenman & Partners Asset Management
Sweden
$7.67M -$6.46M -160,000 -46%
OPCM
621
Osborne Partners Capital Management
California
$7.63M +$52.3K +1,282 +0.7%
GC
622
Globeflex Capital
California
$7.6M – – –
SS
623
Simplicity Solutions
Minnesota
$7.57M +$4.96M +121,602 +190%
AA
624
Ancora Advisors
Ohio
$7.53M +$102K +2,490 +1%
CEI
625
Clark Estates Inc
New York
$7.53M +$961K +23,545 +15%
23 24
25
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