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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 %
SIC
1301
Shoker Investment Counsel
Ohio
$2.11M -$7.14K -175 -0.3%
AO
1302
Advisor OS
Illinois
$2.11M -$48.8K -1,195 -2%
PFS
1303
Physicians Financial Services
North Carolina
$2.11M +$2.04K +50 +0.1%
AMG
1304
Asset Management Group
Connecticut
$2.11M +$8.28K +203 +0.4%
HI
1305
Hudock Inc
Pennsylvania
$2.1M +$15.2K +373 +0.7%
AW
1306
Atlas Wealth
Ohio
$2.1M -$356K -8,726 -15%
CWP
1307
Cyndeo Wealth Partners
Florida
$2.09M +$33.1K +811 +2%
VA
1308
Valmark Advisers
Ohio
$2.09M +$34.8K +852 +2%
JWM
1309
Jupiter Wealth Management
Colorado
$2.09M +$106K +2,600 +5%
KCM
1310
Kendall Capital Management
Maryland
$2.07M +$111K +2,717 +6%
FBT
1311
First Bank & Trust
South Dakota
$2.07M +$377K +9,231 +22%
ET
1312
Equitable Trust
Tennessee
$2.07M -$579K -14,179 -22%
SWM
1313
Silverlake Wealth Management
Vermont
$2.07M -$20.8K -510 -1%
WWM
1314
Western Wealth Management
Colorado
$2.07M -$12.5K -307 -0.6%
TC
1315
Telemus Capital
Michigan
$2.06M +$35.7K +876 +2%
EA
1316
Eudaimonia Advisors
Tennessee
$2.06M -$122K -2,986 -6%
WPP
1317
Whalerock Point Partners
Rhode Island
$2.06M +$110K +2,690 +6%
RWM
1318
Ritholtz Wealth Management
New York
$2.06M -$720K -17,654 -26%
Nomura Holdings
1319
Nomura Holdings
Japan
$2.06M -$10.1M -247,744 -83%
AFM
1320
Abbot Financial Management
Massachusetts
$2.05M -$185K -4,545 -8%
FHB
1321
First Hawaiian Bank
Hawaii
$2.04M -$548K -13,443 -21%
HA
1322
Herold Advisors
New York
$2.04M +$641K +15,710 +46%
GBT
1323
Grove Bank & Trust
Florida
$2.03M +$124K +3,032 +6%
WCM
1324
Whitener Capital Management
North Carolina
$2.03M -$51.3K -1,258 -2%
PAM
1325
Palisade Asset Management
Minnesota
$2.02M +$34.3K +840 +2%
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