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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 %
UA
1001
Unison Advisors
District of Columbia
$3.29M +$31.9K +782 +1%
RCM
1002
RNC Capital Management
California
$3.28M -$45.9K -1,125 -1%
IP
1003
Intellectus Partners
California
$3.27M +$137K +3,353 +4%
FBT
1004
First Bankers Trust
Kentucky
$3.27M -$15K -368 -0.5%
YIA
1005
YHB Investment Advisors
Connecticut
$3.26M +$11.6K +284 +0.4%
FWM
1006
Finer Wealth Management
Massachusetts
$3.25M +$239K +5,864 +8%
GD
1007
Grandfield & Dodd
New York
$3.25M +$4.08K +100 +0.1%
AWM
1008
Avitas Wealth Management
California
$3.25M -$37.4K -916 -1%
4WM
1009
44 Wealth Management
Oregon
$3.23M +$147K +3,591 +5%
HCMT
1010
Highland Capital Management (Tennessee)
Tennessee
$3.22M -$26.7K -654 -0.8%
WCM
1011
Windward Capital Management
California
$3.21M +$3.02K +74 +0.1%
ZF
1012
Zhang Financial
Michigan
$3.21M -$63.3K -1,552 -2%
KFI
1013
Key Financial Inc
Pennsylvania
$3.2M +$96.7K +2,369 +3%
FCB
1014
First County Bank
Connecticut
$3.2M +$161K +3,950 +5%
IAG
1015
Investmark Advisory Group
Connecticut
$3.2M +$197K +4,829 +7%
IAIM
1016
International Assets Investment Management
Florida
$3.2M -$8.98M -247,478 -74%
BFA
1017
Bill Few Associates
Pennsylvania
$3.19M +$78.8K +1,932 +3%
JSL
1018
JT Stratford LLC
Georgia
$3.19M +$254K +6,224 +9%
LC
1019
Lindbrook Capital
California
$3.19M -$74.7K -1,830 -2%
BG
1020
Bollard Group
Massachusetts
$3.18M +$8.24K +202 +0.3%
OIM
1021
Opus Investment Management
Massachusetts
$3.18M – – –
CCP
1022
Clarkston Capital Partners
Michigan
$3.16M -$89.2K -2,187 -3%
VNIM
1023
Vaughan Nelson Investment Management
Texas
$3.15M -$584K -14,310 -16%
IWM
1024
IHT Wealth Management
Illinois
$3.14M +$128K +3,140 +4%
TNA
1025
True North Advisors
Texas
$3.14M -$235K -5,752 -7%
39 40
41
42 43