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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 %
GTAM
1276
Global Trust Asset Management
Florida
$2.19M -$66.8K -1,638 -3%
OPTFSNA
1277
Old Point Trust & Financial Services N A
Virginia
$2.19M +$181K +4,440 +9%
HW
1278
Hedeker Wealth
Illinois
$2.19M +$150K +3,685 +7%
NHT
1279
New Hampshire Trust
New Hampshire
$2.18M -$57.2K -1,403 -3%
KFP
1280
KMG Fiduciary Partners
Ohio
$2.18M +$746K +18,292 +52%
SIAP
1281
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.17M -$16.2K -396 -0.7%
MA
1282
Modus Advisors
Minnesota
$2.17M +$27.7K +679 +1%
WA
1283
Wambolt & Associates
Colorado
$2.17M +$620 +15 +0%
KTC
1284
Kistler-Tiffany Companies
Pennsylvania
$2.17M -$24.4K -599 -1%
BSA
1285
Bull Street Advisors
Georgia
$2.17M +$4K +98 +0.2%
PK
1286
Pflug Koory
Nebraska
$2.16M -$6.12K -150 -0.3%
TCM
1287
Teza Capital Management
Illinois
$2.16M +$2.16M +53,001 New
RFA
1288
RTD Financial Advisors
Pennsylvania
$2.16M +$26.6K +652 +1%
WE
1289
Wealth Effects
Massachusetts
$2.16M -$40.4K -989 -2%
BHBT
1290
Burke & Herbert Bank & Trust
Virginia
$2.15M -$6.32K -155 -0.3%
BIM
1291
Bridges Investment Management
Nebraska
$2.14M -$85.7K -2,100 -4%
RWP
1292
Ridgecrest Wealth Partners
California
$2.14M -$4.08K -100 -0.2%
JIC
1293
Joel Isaacson & Co
New York
$2.14M -$34.1K -835 -2%
AIM
1294
AHL Investment Management
Florida
$2.14M +$1.39K +34 +0.1%
VHAM
1295
Van Hulzen Asset Management
California
$2.13M +$1.14M +28,050 +116%
LSAG
1296
Lake Street Advisors Group
New Hampshire
$2.13M -$1.72M -42,186 -45%
GWM
1297
GSB Wealth Management
Connecticut
$2.13M -$321K -7,871 -13%
SSWM
1298
Sheets Smith Wealth Management
North Carolina
$2.12M -$25.7K -629 -1%
NSEDCP
1299
NJ State Employees Deferred Compensation Plan
New Jersey
$2.12M – – –
PGIM
1300
Pacific Global Investment Management
California
$2.12M +$7.39K +181 +0.3%
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