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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 %
EAM
1926
Evanson Asset Management
California
$829K -$18.7K -459 -2%
PG
1927
Patten Group
Tennessee
$828K -$21.5K -526 -3%
HWAM
1928
Hennion & Walsh Asset Management
New Jersey
$828K -$213K -5,223 -20%
CBT
1929
Central Bank & Trust
Kentucky
$827K -$65.7K -1,611 -7%
CSPAM
1930
Cary Street Partners Asset Management
Virginia
$826K -$41 -1 -0%
BRA
1931
Bender Robert & Associates
California
$825K -$16.7K -410 -2%
CA
1932
Crumly & Associates
Illinois
$825K +$11.6K +285 +1%
GI
1933
Gradient Investments
Minnesota
$823K +$2.98K +73 +0.4%
AFA
1934
Arlington Financial Advisors
California
$822K +$59.5K +1,458 +8%
GWP
1935
Gateway Wealth Partners
Wisconsin
$821K +$79K +1,936 +11%
FCP
1936
Fidelis Capital Partners
Florida
$820K +$360K +9,356 +78%
GWCM
1937
Godshalk Welsh Capital Management
Pennsylvania
$820K -$260K -6,375 -24%
AWM
1938
Adams Wealth Management
Utah
$817K +$121K +2,970 +17%
LAM
1939
Lynch Asset Management
Pennsylvania
$816K +$204K +5,000 +33%
CCI
1940
Credit Capital Investments
New Jersey
$816K +$816K +20,000 New
EIP
1941
Ellis Investment Partners
Pennsylvania
$814K +$52.5K +1,286 +7%
QT
1942
Quantamental Technologies
New York
$813K +$649K +15,905 +396%
EWM
1943
Evermay Wealth Management
Virginia
$812K -$340K -8,328 -29%
CNB
1944
Camden National Bank
Maine
$812K +$408K +10,006 +101%
APA
1945
Astoria Portfolio Advisors
New York
$812K +$62.6K +1,530 +8%
EWM
1946
Elmwood Wealth Management
California
$811K +$1.22K +30 +0.2%
OLA
1947
Oliver Luxxe Assets
New Jersey
$810K -$2.82M -69,089 -78%
CCWA
1948
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$810K +$10.7K +263 +1%
FPF
1949
First Pacific Financial
Washington
$810K -$10.3K -253 -1%
HWMG
1950
Hurlow Wealth Management Group
Indiana
$809K -$857 -21 -0.1%
76 77
78
79 80