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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 %
1SB
826
1ST Source Bank
Indiana
$4.85M -$18.1K -443 -0.4%
FNT
827
First National Trust
Pennsylvania
$4.84M -$152K -3,725 -3%
TCM
828
Twin Capital Management
Pennsylvania
$4.84M -$1.75M -42,994 -27%
BIC
829
Beach Investment Counsel
Pennsylvania
$4.84M -$653K -16,000 -12%
JAG
830
Journey Advisory Group
Kentucky
$4.83M -$476K -11,657 -9%
DAS
831
Dynamic Advisor Solutions
Arizona
$4.83M +$655K +16,051 +16%
SMFG
832
Sumitomo Mitsui Financial Group
Japan
$4.82M -$361K -8,849 -7%
CC
833
Courier Capital
New York
$4.81M -$212K -5,201 -4%
HCM
834
Huber Capital Management
California
$4.81M +$1.57M +38,364 +48%
PSP
835
Principal Street Partners
Tennessee
$4.79M +$147K +3,607 +3%
MFG
836
Monte Financial Group
Connecticut
$4.74M +$250K +6,124 +6%
WAS
837
Wesleyan Assurance Society
United Kingdom
$4.71M – – –
WA
838
WealthTrust Axiom
Pennsylvania
$4.71M +$23.2K +568 +0.5%
CAM
839
Carret Asset Management
New York
$4.7M -$338K -8,290 -7%
TG
840
TCW Group
California
$4.67M +$2.43M +59,517 +108%
CS
841
Comerica Securities
Michigan
$4.67M +$1.67M +40,979 +56%
WLPWM
842
Walled Lake Planning & Wealth Management
Illinois
$4.66M +$455K +11,150 +11%
BA
843
Baugh & Associates
Georgia
$4.66M -$94.3K -2,270 -2%
FIA
844
Foundations Investment Advisors
Arizona
$4.65M +$1.7M +41,603 +57%
GIA
845
Gladstone Institutional Advisory
Florida
$4.65M -$512K -12,541 -10%
AOWM
846
Alpha Omega Wealth Management
Virginia
$4.65M +$78.1K +1,915 +2%
EHC
847
Everett Harris & Co
California
$4.64M +$13.5K +330 +0.3%
TCOT
848
Trust Company of Toledo
Ohio
$4.63M +$39.2K +960 +0.9%
ATPW
849
Ashton Thomas Private Wealth
Arizona
$4.63M +$93.4K +2,290 +2%
GCA
850
Guardian Capital Advisors
Ontario, Canada
$4.62M -$403K -9,735 -8%
32 33
34
35 36