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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 %
DIA
776
Dean Investment Associates
Ohio
$5.46M +$602K +14,745 +12%
BFA
777
Brendel Financial Advisors
New Hampshire
$5.45M +$5.45M +133,502 New
AG
778
AIA Group
Hong Kong
$5.45M -$1.27M -31,162 -19%
XI
779
XXEC Inc
Oklahoma
$5.44M +$858K +21,041 +19%
TIM
780
Thompson Investment Management
Wisconsin
$5.41M +$2.63M +64,440 +95%
SFG
781
SevenBridge Financial Group
Pennsylvania
$5.4M +$132K +3,231 +3%
CWG
782
Cornerstone Wealth Group
North Carolina
$5.39M +$144K +3,536 +3%
EH
783
Equitable Holdings
New York
$5.38M +$2.92M +71,626 +119%
BAM
784
Belpointe Asset Management
Nevada
$5.38M +$292K +7,154 +6%
WIC
785
Woodmont Investment Counsel
Tennessee
$5.38M -$93.5K -2,291 -2%
SWA
786
Stratos Wealth Advisors
Ohio
$5.36M +$1.03M +25,265 +24%
SVWAG
787
Sound View Wealth Advisors Group
Georgia
$5.35M +$147K +3,597 +3%
GCM
788
Garland Capital Management
Washington
$5.34M -$59.6K -1,460 -1%
PCIA
789
Prime Capital Investment Advisors
Kansas
$5.32M -$9.87M -242,023 -65%
WKWM
790
Walter & Keenan Wealth Management
Indiana
$5.31M +$214K +5,233 +4%
DA
791
Duality Advisers
Florida
$5.3M +$5.3M +129,972 New
LFA
792
LGT Financial Advisors
Texas
$5.3M +$308K +7,549 +6%
OIA
793
OneDigital Investment Advisors
Kansas
$5.29M +$581K +14,246 +12%
CFG
794
Citizens Financial Group
Rhode Island
$5.29M +$217K +5,326 +4%
CRI
795
Commonwealth Retirement Investments
Virginia
$5.26M +$139K +3,413 +3%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.25M +$878K +21,518 +20%
PMG
797
ProVise Management Group
Florida
$5.25M -$4.57M -112,056 -47%
APP
798
Avantax Planning Partners
Iowa
$5.24M -$25.4K -623 -0.5%
WANY
799
Wealthspire Advisors (New York)
New York
$5.24M +$928K +22,741 +22%
EWM
800
Endurance Wealth Management
Rhode Island
$5.23M +$113K +2,758 +2%
30 31
32
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