PFE icon

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 %
FMWA
701
Forvis Mazars Wealth Advisors
Missouri
$6.26M +$103K +2,526 +2%
CAM
702
Columbia Asset Management
Michigan
$6.25M +$371K +9,091 +6%
CCP
703
Clough Capital Partners
Massachusetts
$6.22M +$5.42M +132,890 +678%
BWM
704
Bulltick Wealth Management
Florida
$6.19M +$6.19M +151,766 New
GIM
705
Grassi Investment Management
California
$6.19M +$102K +2,500 +2%
LFAS
706
Level Four Advisory Services
Texas
$6.18M -$121K -2,958 -2%
IAM
707
Innovis Asset Management
Illinois
$6.15M -$163K -3,990 -3%
SA
708
Strategic Advisors
New York
$6.15M +$188K +4,607 +3%
RIL
709
Rothschild Investment LLC
Illinois
$6.13M -$69.3K -1,698 -1%
1IA
710
1834 Investment Advisors
Wisconsin
$6.13M -$410K -10,056 -6%
PI
711
PFS Investments
Georgia
$6.13M +$189K +4,543 +3%
BFEC
712
Benjamin F. Edwards & Company
Missouri
$6.13M -$173K -4,251 -3%
PCA
713
Providence Capital Advisors
North Carolina
$6.12M +$128K +3,148 +2%
MIM
714
Marco Investment Management
Georgia
$6.12M -$284K -6,949 -4%
TPCW
715
TD Private Client Wealth
New York
$6.11M +$756K +18,525 +14%
MNBTD
716
Moody National Bank Trust Division
Texas
$6.09M +$22.2K +543 +0.4%
HI
717
Horizon Investments
North Carolina
$6.09M -$2.42M -59,933 -28%
DCM
718
Donaldson Capital Management
Indiana
$6.07M -$15.4M -376,831 -72%
IWA
719
IBEX Wealth Advisors
New Jersey
$6.05M +$178K +4,357 +3%
MCM
720
Marathon Capital Management
Maryland
$6.05M +$3.88M +95,186 +179%
BFM
721
Boothbay Fund Management
New York
$6.05M +$6.05M +148,262 New
BL
722
Balentine LLC
Georgia
$6.03M -$2.07M -50,784 -26%
GA
723
GFS Advisors
Texas
$6.01M -$134K -3,295 -2%
EFIC
724
Eliot Finkel Investment Counsel
California
$5.99M -$93.8K -2,300 -2%
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$5.98M -$340K -8,335 -5%
27 28
29
30 31