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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 %
SAM
1876
Seelaus Asset Management
New Jersey
$884K +$591K +14,580 +202%
CCA
1877
Cravens & Co Advisors
Tennessee
$883K -$3.55K -87 -0.4%
LWANC
1878
Laurel Wealth Advisors (North Carolina)
North Carolina
$881K +$145K +3,557 +20%
MAWCM
1879
Mine & Arao Wealth Creation & Management
California
$880K +$190K +4,666 +28%
TA
1880
TFB Advisors
Kansas
$880K +$174K +4,254 +25%
CWP
1881
Curated Wealth Partners
California
$880K -$14.1K -345 -2%
NG
1882
Northstar Group
New York
$879K +$17.4K +426 +2%
BFO
1883
Biltmore Family Office
North Carolina
$878K +$9.87K +242 +1%
CIS
1884
Connors Investor Services
Pennsylvania
$876K -$8.53K -209 -1%
RA
1885
Ruggaard & Associates
Ohio
$874K +$874K +21,427 New
BLC
1886
Brown, Lisle/Cummings
Rhode Island
$874K +$59.4K +1,457 +7%
SGK
1887
Steigerwald Gordon & Koch
Virginia
$873K -$16.4K -402 -2%
CNAM
1888
Campbell Newman Asset Management
Wisconsin
$872K -$871K -21,340 -50%
IWA
1889
Intercontinental Wealth Advisors
Texas
$872K -$49.6K -1,215 -5%
WIA
1890
Westbourne Investment Advisors
Maryland
$869K – – –
GC
1891
Gilbert & Cook
Iowa
$868K +$11.5K +283 +1%
DWM
1892
Drive Wealth Management
Utah
$866K +$414K +10,154 +92%
IFPG
1893
Intrepid Financial Planning Group
Indiana
$865K – – –
VI
1894
Versor Investments
New York
$864K +$864K +21,183 New
CWS
1895
Cypress Wealth Services
California
$863K -$24.1K -591 -3%
BMM
1896
Berkshire Money Management
Massachusetts
$862K – – –
SIA
1897
Schechter Investment Advisors
Michigan
$861K -$541K -13,248 -39%
FNC
1898
First National Corp
Massachusetts
$858K -$159K -3,904 -16%
AI
1899
Accredited Investors
Minnesota
$858K +$3.43K +84 +0.4%
MA
1900
MONECO Advisors
Connecticut
$858K +$123K +3,024 +17%
74 75
76
77 78