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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 %
CCM
651
Cutler Capital Management
Massachusetts
$6.97M +$854K +20,924 +14%
LOPW
652
Live Oak Private Wealth
North Carolina
$6.92M +$691K +16,948 +11%
CK
653
Cohen Klingenstein
New York
$6.9M +$82 +2 +0%
BCM
654
Buckhead Capital Management
Georgia
$6.9M +$47.2K +1,158 +0.7%
AIMCA
655
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.89M -$10.1M -247,664 -59%
CJL
656
Cyrus J. Lawrence
New York
$6.88M -$119K -2,931 -2%
SIG
657
Stonegate Investment Group
Alabama
$6.84M -$211K -5,183 -3%
SCM
658
Sirios Capital Management
Massachusetts
$6.84M -$246K -6,025 -3%
GFG
659
Greystone Financial Group
Michigan
$6.84M -$325K -7,969 -5%
CB
660
Community Bank
New York
$6.82M +$225K +5,509 +3%
SGA
661
Strategic Global Advisors
California
$6.81M -$603K -14,791 -8%
OCM
662
One Capital Management
California
$6.8M +$680K +16,662 +11%
FA
663
FDx Advisors
Illinois
$6.76M – – –
VFM
664
Viking Fund Management
North Dakota
$6.69M +$408K +10,000 +6%
NW
665
NewEdge Wealth
Pennsylvania
$6.69M -$14.3M -349,271 -68%
BSW
666
Buckingham Strategic Wealth
Missouri
$6.69M – – –
BFG
667
Bleakley Financial Group
New Jersey
$6.65M -$348K -8,519 -5%
LBC
668
Lowe Brockenbrough & Co
Virginia
$6.64M +$96.2K +2,358 +1%
BWM
669
Buckley Wealth Management
Nevada
$6.64M -$212K -5,192 -3%
Kovitz Investment Group Partners
670
Kovitz Investment Group Partners
Illinois
$6.63M +$23.5K +575 +0.4%
CCM
671
Coldstream Capital Management
Washington
$6.61M -$210K -5,148 -3%
CA
672
Continental Advisors
Utah
$6.61M +$1.6M +39,254 +32%
BL
673
BFSG LLC
California
$6.58M +$3.59M +87,922 +120%
LDB
674
Lee, Danner & Bass
Tennessee
$6.58M -$626K -15,348 -9%
FB
675
Fulton Bank
Pennsylvania
$6.57M +$852K +20,894 +15%
25 26
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