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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 %
NLP
1351
Next Level Private
New York
$1.93M -$122 -3 -0%
MC
1352
Martin & Co
Tennessee
$1.93M -$32.5K -797 -2%
OQS
1353
Occudo Quantitative Strategies
Florida
$1.93M +$1.93M +47,246 New
SGCA
1354
Steel Grove Capital Advisors
Tennessee
$1.93M +$98.5K +2,415 +5%
DGAM
1355
Desjardins Global Asset Management
Quebec, Canada
$1.93M +$908K +22,252 +89%
DLA
1356
Douglas Lane & Associates
New York
$1.92M +$52.3K +1,282 +3%
PFM
1357
Parsec Financial Management
North Carolina
$1.92M +$84.5K +2,072 +5%
PA
1358
PFG Advisors
Arizona
$1.91M -$199K -4,876 -9%
TCBWMS
1359
Texas Capital Bank Wealth Management Services
Texas
$1.91M +$1.27M +31,114 +198%
ST
1360
Spinnaker Trust
Maine
$1.91M -$378K -9,276 -17%
BSB
1361
Bangor Savings Bank
Maine
$1.89M -$75.5K -1,851 -4%
V
1362
VeraBank
Texas
$1.89M – – –
JWA
1363
JFS Wealth Advisors
Pennsylvania
$1.89M -$9.75K -239 -0.5%
CWM
1364
Concentric Wealth Management
California
$1.89M -$22.4K -550 -1%
LSPW
1365
Lake Street Private Wealth
Illinois
$1.89M -$358K -8,777 -16%
WPIC
1366
White Pine Investment Company
Michigan
$1.89M -$358K -8,765 -16%
AMC
1367
Asset Management Corp
Illinois
$1.88M -$27.4K -671 -1%
GCM
1368
Gables Capital Management
Florida
$1.88M – – –
CG
1369
Carmignac Gestion
France
$1.88M -$993K -24,336 -35%
BOSSRA
1370
B.O.S.S. Retirement Advisors
Utah
$1.88M +$170K +4,162 +10%
BMC
1371
Beaton Management Company
Massachusetts
$1.88M +$4.69K +115 +0.3%
FPFS
1372
First Personal Financial Services
North Carolina
$1.88M -$4.57M -112,103 -71%
FC
1373
Forte Capital
New York
$1.88M +$178K +4,365 +10%
SLWA
1374
San Luis Wealth Advisors
California
$1.88M +$1.88M +46,083 New
AW
1375
Apricus Wealth
South Carolina
$1.88M +$123K +3,020 +7%
53 54
55
56 57