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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 %
WMA
1451
Wealth Management Associates
New Jersey
$1.68M -$10.8K -264 -0.6%
WA
1452
WBH Advisory
Maryland
$1.67M +$1.67M +41,017 New
MCM
1453
Manchester Capital Management
Vermont
$1.66M +$3.22K +79 +0.2%
WHG
1454
Westwood Holdings Group
Texas
$1.66M +$9.02K +221 +0.5%
FAIM
1455
Financial Advocates Investment Management
Washington
$1.66M -$98.9K -2,423 -6%
LOAMS
1456
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.66M -$14.1M -345,173 -89%
WA
1457
Wealth Alliance
New York
$1.66M -$102K -2,492 -6%
FTDI
1458
First Trust Direct Indexing
Massachusetts
$1.66M -$303K -7,434 -15%
RIA
1459
Realta Investment Advisors
Delaware
$1.66M -$118K -2,885 -7%
WTB
1460
Washington Trust Bank
Washington
$1.65M -$213K -5,219 -11%
BAM
1461
Brave Asset Management
New Jersey
$1.65M -$42.1K -1,033 -2%
PFBT
1462
Parkside Financial Bank & Trust
Missouri
$1.65M -$28.3K -693 -2%
TIA
1463
Traphagen Investment Advisors
New Jersey
$1.65M -$89.6K -2,196 -5%
AL
1464
Aspiriant LLC
California
$1.64M +$4.65K +114 +0.3%
WIM
1465
Waverton Investment Management
United Kingdom
$1.64M -$137K -3,355 -8%
WWM
1466
Wolff Wiese Magana
California
$1.64M +$74.3K +1,821 +5%
DA
1467
DCF Advisers
Connecticut
$1.64M +$163K +4,000 +11%
LI
1468
LMCG Investments
Massachusetts
$1.64M -$9.26K -227 -0.6%
AWP
1469
Ascent Wealth Partners
New York
$1.64M +$66.3K +1,625 +4%
FWP
1470
FAS Wealth Partners
Kansas
$1.64M -$41.4K -1,014 -2%
DAC
1471
Dividend Assets Capital
South Carolina
$1.64M – – –
BAM
1472
Byrne Asset Management
New Jersey
$1.63M -$25.9K -635 -2%
AFG
1473
AFS Financial Group
Maryland
$1.63M +$28.3K +694 +2%
SACTSONJ
1474
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.63M – – –
UM
1475
Ulysses Management
New York
$1.63M +$1.63M +40,000 New
57 58
59
60 61