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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 %
ACM
1901
Allred Capital Management
Texas
$857K +$23.5K +576 +3%
FIB
1902
First Interstate Bank
Montana
$856K -$38.5K -943 -4%
SOW
1903
State of Wyoming
Wyoming
$855K +$64.5K +1,582 +8%
FCM
1904
Fourpath Capital Management
Oklahoma
$854K +$160K +3,933 +23%
VCM
1905
Vivaldi Capital Management
Illinois
$852K -$959K -23,501 -53%
KCFA
1906
Key Client Fiduciary Advisors
New Jersey
$851K -$21.7K -533 -2%
MKC
1907
M. Kraus & Co
Vermont
$851K -$16.8K -411 -2%
GAG
1908
GM Advisory Group
New York
$851K +$27.8K +681 +3%
ORC
1909
O'Rourke & Company
Massachusetts
$850K -$22.1K -542 -3%
AFP
1910
Ausdal Financial Partners
Iowa
$849K -$32.5K -796 -4%
CCM
1911
Canal Capital Management
Virginia
$849K – – –
BFG
1912
Berger Financial Group
Minnesota
$849K +$25.3K +621 +3%
BWP
1913
Balboa Wealth Partners
Arizona
$848K -$60.5K -1,482 -7%
PPC
1914
Park Place Capital
Alabama
$845K +$143K +3,504 +20%
PF
1915
Phoenix Financial
Israel
$844K +$232K +5,677 +38%
PFGIA
1916
Patriot Financial Group Insurance Agency
Massachusetts
$840K +$41K +1,005 +5%
BSC
1917
Brown Shipley & Co
United Kingdom
$839K +$839K +20,553 New
Loomis, Sayles & Company
1918
Loomis, Sayles & Company
Massachusetts
$838K -$238K -5,833 -22%
RTC
1919
Riverview Trust Company
Washington
$837K +$18.9K +463 +2%
SAM
1920
Sawgrass Asset Management
Florida
$836K -$23.4K -574 -3%
HBW
1921
Hazlett, Burt & Watson
West Virginia
$835K +$12.4K +304 +2%
CCFM
1922
Clear Creek Financial Management
Washington
$834K +$47.2K +1,157 +6%
TIM
1923
Tevis Investment Management
Texas
$832K – – –
RWPA
1924
Richard W. Paul & Associates
Michigan
$831K -$33.8K -829 -4%
BCM
1925
Bourgeon Capital Management
Connecticut
$829K +$82 +2 +0%
75 76
77
78 79