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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 %
MC
1851
Machina Capital
France
$912K +$912K +22,353 New
NW
1852
Naviter Wealth
Arkansas
$911K +$229K +5,612 +34%
DF
1853
Donoghue Forlines
Massachusetts
$911K +$108K +2,640 +13%
CCG
1854
Coastwise Capital Group
California
$911K +$453K +11,091 +99%
SAM
1855
Summit Asset Management
Tennessee
$910K +$5.75K +141 +0.6%
NL
1856
NVWM LLC
Pennsylvania
$910K +$141K +3,461 +18%
MPPW
1857
Mitchell & Pahl Private Wealth
Oklahoma
$908K -$63.1K -1,546 -6%
OHWA
1858
Oak Hill Wealth Advisors
Virginia
$906K -$61.2K -1,499 -6%
NFA
1859
Northern Financial Advisors
Michigan
$904K +$96.9K +2,375 +12%
CBNLCF
1860
Cognios Beta Neutral Large Cap Fund
Kansas
$901K +$61.6K +1,523 +7%
PWM
1861
Palumbo Wealth Management
New York
$901K -$46.3K -1,134 -5%
BI
1862
Ballast Inc
Kentucky
$900K +$80.5K +1,972 +10%
EIA
1863
Edgemoor Investment Advisors
Maryland
$897K -$205K -5,022 -19%
SFS
1864
Strategic Financial Services
New York
$896K -$1.1M -27,021 -55%
LWM
1865
Lodestone Wealth Management
Washington
$895K -$60.7K -1,487 -6%
CBFP
1866
Cedar Brook Financial Partners
Ohio
$894K +$58.4K +1,431 +7%
CG
1867
Cutler Group
California
$893K -$752K -18,462 -46%
LA
1868
Lindenwold Advisors
Pennsylvania
$887K +$11.9K +292 +1%
SCA
1869
Stonebridge Capital Advisors
Minnesota
$885K +$10.6K +260 +1%
SPA
1870
Sherbrooke Park Advisers
New York
$885K +$885K +21,700 New
MA
1871
MJP Associates
Connecticut
$885K -$20.9K -512 -2%
CW
1872
CIC Wealth
Maryland
$885K +$1.43K +35 +0.2%
CFS
1873
CRA Financial Services
New Jersey
$885K -$99.9K -2,448 -10%
FCB
1874
First Command Bank
Texas
$885K +$18.6K +456 +2%
FCFS
1875
First Command Financial Services
Texas
$885K +$18.6K +456 +2%
73 74
75
76 77