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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 %
BFA
1751
Beaumont Financial Advisors
Massachusetts
$1.07M -$117K -2,873 -10%
AC
1752
AlphaCore Capital
California
$1.07M +$26.5K +650 +3%
ACP
1753
Aveo Capital Partners
Colorado
$1.07M -$246K -6,024 -19%
RWP
1754
RWA Wealth Partners
Massachusetts
$1.07M +$105K +2,575 +11%
FWM
1755
Forza Wealth Management
Florida
$1.06M +$85.1K +2,085 +9%
TPW
1756
Transatlantique Private Wealth
New York
$1.06M -$209K -5,116 -16%
IIM
1757
Ipswich Investment Management
Massachusetts
$1.06M -$10.2K -250 -1%
OHIS
1758
Oak Harvest Investment Services
Texas
$1.06M +$1.06M +25,919 New
EB
1759
Eastern Bank
Massachusetts
$1.06M -$2.55M -62,613 -71%
LWM
1760
Laidlaw Wealth Management
New York
$1.05M -$93.5K -2,291 -8%
ITIM
1761
Indiana Trust & Investment Management
Indiana
$1.05M -$134K -3,276 -11%
RCA
1762
Riverview Capital Advisers
Massachusetts
$1.05M +$1.75K +43 +0.2%
LAM
1763
Lifestyle Asset Management
Texas
$1.05M +$168K +4,112 +19%
WVP
1764
Worth Venture Partners
New Jersey
$1.05M +$1.05M +25,700 New
NCM
1765
Novare Capital Management
North Carolina
$1.04M +$6.12K +150 +0.6%
BCG
1766
Breakwater Capital Group
New Jersey
$1.04M +$80.6K +1,976 +8%
SSWM
1767
Smith Salley Wealth Management
North Carolina
$1.04M +$2.41K +59 +0.2%
FIM
1768
Fernwood Investment Management
Massachusetts
$1.04M +$231K +5,670 +29%
FPAS
1769
Focus Partners Advisor Solutions
Missouri
$1.04M -$58.5K -1,434 -5%
MWM
1770
Mascoma Wealth Management
New Hampshire
$1.04M -$25K -642 -2%
WB
1771
West Bancorporation
Iowa
$1.04M -$49K -1,200 -4%
KFA
1772
Kelleher Financial Advisors
New York
$1.04M -$207K -5,063 -17%
GWWM
1773
Great Waters Wealth Management
Minnesota
$1.04M +$121 +3 +0%
MCM
1774
Maple Capital Management
Vermont
$1.03M +$13.5K +332 +1%
MFWP
1775
Mosaic Family Wealth Partners
Missouri
$1.03M -$23.5K -577 -2%
69 70
71
72 73