We are live on ! Find out more

3,103 hedge funds and large institutions have $162B invested in Pfizer in 2023 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 1,374 increasing their positions, 1,314 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 1,374 | Existing positions reduced: 1,314

0.23% more ownership

Funds ownership: 69.7%69.93% (+0.23%)

5% less funds holding

Funds holding: 3,2663,103 (-163)

20% less capital invested

Capital invested by funds: $202B → $162B (-$40.8B)

25% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.08B

40% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 232

59% less funds holding in top 10

Funds holding in top 10: 19380 (-113)

Holders
3,103
Holders Change
-163
Holders Change %
-4.99%
% of All Funds
49.44%
Holding in Top 10
80
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-58.55%
% of All Funds
1.27%
New
139
Increased
1,374
Reduced
1,314
Closed
232
Calls
$1.56B
Puts
$2.08B
Net Calls
-$521M
Net Calls Change
-$842M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
151
Aberdeen Group
United Kingdom
$87.9M +$7.24M +167,700 +8%
AAMU
152
AEGON Asset Management (UK)
United Kingdom
$87.8M -$15.1M -349,268 -14%
GT
153
Glenmede Trust
Pennsylvania
$87.2M -$7.78M -180,084 -8%
IG
154
ING Group
Netherlands
$86.3M +$23.9M +552,478 +35%
Lazard Asset Management
155
Lazard Asset Management
New York
$85.3M +$9.05M +209,515 +11%
SAM
156
Silvercrest Asset Management
New York
$84M -$2.91M -67,286 -3%
Mariner
157
Mariner
Kansas
$83.1M -$9.13M -211,401 -9%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$82.2M +$899K +20,804 +1%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$81.6M -$2.58M -59,831 -3%
Hudson Bay Capital Management
160
Hudson Bay Capital Management
Connecticut
$81.6M +$43.2M +1,000,000 +100%
SC
161
Scotia Capital
Ontario, Canada
$81.5M +$151K +3,489 +0.2%
Bank Julius Baer & Co
162
Bank Julius Baer & Co
Switzerland
$80.9M -$2.1M -48,553 -2%
Fisher Asset Management
163
Fisher Asset Management
Washington
$78.5M -$1.38M -31,983 -2%
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$74.7M -$32M -740,956 -29%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$72.8M -$2.76M -63,974 -3%
Cerity Partners
166
Cerity Partners
New York
$72.7M +$10.8M +250,559 +22%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$72.7M -$3.74M -86,511 -5%
TCM
168
Tekla Capital Management
Massachusetts
$72.4M +$13.7M +317,906 +22%
SOMRS
169
State of Michigan Retirement System
Michigan
$72.3M +$687K +15,900 +0.9%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$71.6M +$5.57M +128,999 +8%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$70.7M -$1.28M -29,597 -2%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$70.2M -$3.23M -74,769 -4%
SG Americas Securities
173
SG Americas Securities
New York
$69.9M +$70M +1,619,707 +1,751%
Connor, Clark & Lunn Investment Management (CC&L)
174
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$68.9M +$16.9M +390,628 +30%
Nomura Asset Management
175
Nomura Asset Management
Japan
$68.6M +$4.24M +98,153 +6%

PFE Hedge Fund Activity: Q1 2023 in Review

3,103 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2023, worth a combined $162B — down 20% from $202B a quarter earlier.

Sellers outnumbered buyers: 232 funds closed out of PFE and 139 opened new positions — a net loss of 93 holders — while 1,314 trimmed existing stakes and 1,374 added.

The largest buyer was Wellington Management Group, adding an estimated $847M. The largest seller was Capital World Investors, cutting an estimated $1.06B.

  • 3,103 institutional investors held Pfizer (PFE) as of Q1 2023, down from 3,266 in Q4 2022.
  • Funds reported $162B of Pfizer stock for Q1 2023, down 20% quarter-over-quarter.
  • 139 funds opened new Pfizer positions in Q1 2023 and 232 closed out, a net change of -93 holders.
  • The largest Pfizer buyer in Q1 2023 was Wellington Management Group, an estimated $847M added.
  • The largest Pfizer seller in Q1 2023 was Capital World Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2023.