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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 %
AIM
1826
Alhambra Investment Management
Florida
$944K +$57.6K +1,412 +6%
SC
1827
Sawyer & Company
Massachusetts
$943K -$11.4K -274 -1%
WAM
1828
Weinberger Asset Management
California
$938K – – –
AWM
1829
Aberdeen Wealth Management
Illinois
$938K -$187K -4,574 -17%
GCA
1830
Gradient Capital Advisors
California
$936K -$2.86K -70 -0.3%
RPCONE
1831
Retirement Planning Company of New England
Rhode Island
$936K -$12.3K -302 -1%
DG
1832
DMC Group
Alabama
$934K +$54.4K +1,316 +6%
CMS
1833
Capital Market Strategies
Florida
$931K -$130K -3,181 -12%
PTC
1834
Philadelphia Trust Company
Pennsylvania
$929K – – –
ABLA
1835
Alan B. Lancz & Associates
Ohio
$928K +$5.35K +131 +0.6%
DA
1836
Dover Advisors
Virginia
$927K +$104K +2,540 +13%
B
1837
Bellecapital
Switzerland
$926K +$207K +5,077 +29%
GWS
1838
Glassman Wealth Services
Virginia
$926K -$114K -2,800 -11%
IWA
1839
IVC Wealth Advisors
Pennsylvania
$925K -$27.6K -676 -3%
PG
1840
Proffitt & Goodson
Tennessee
$925K – – –
RIA
1841
Richwood Investment Advisors
Ohio
$925K -$40.8K -1,001 -4%
FWM
1842
Forefront Wealth Management
Pennsylvania
$924K +$2.49K +61 +0.3%
AA
1843
Altman Advisors
Illinois
$922K +$153K +5,522 +20%
JMFC
1844
J.M. Forbes & Co
Massachusetts
$922K – – –
CWM
1845
Curi Wealth Management
North Carolina
$920K -$323K -7,918 -26%
GIM
1846
Greylin Investment Management
Virginia
$916K -$129K -3,171 -12%
WA1
1847
Wimmer Associates 1
California
$916K -$57.2K -1,540 -6%
IIC
1848
Integrated Investment Consultants
Michigan
$915K +$32.8K +804 +4%
MFC
1849
Mechanics Financial Corp
Ohio
$915K -$297K -7,268 -24%
IRC
1850
Investors Research Corp
Georgia
$915K – – –
72 73
74
75 76