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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 %
DA
1951
Denali Advisors
California
$808K +$808K +19,800 New
HPIA
1952
Hamilton Point Investment Advisors
North Carolina
$808K +$414K +10,149 +105%
ALAM
1953
Asahi Life Asset Management
Japan
$805K -$12.2K -300 -1%
VEA
1954
Virtus ETF Advisers
New York
$805K +$104K +2,542 +15%
BWA
1955
Bordeaux Wealth Advisors
California
$805K -$25.5K -625 -3%
PCMC
1956
Paragon Capital Management (Colorado)
Colorado
$805K – – –
MWA
1957
Monograph Wealth Advisors
California
$801K +$162K +3,967 +25%
AC
1958
Allstate Corporation
Illinois
$799K -$8.53M -209,176 -91%
GLLW
1959
Graves Light Lenhart Wealth
Virginia
$799K -$19.3K -472 -2%
TA
1960
Townsend & Associates
Colorado
$797K -$1.06M -27,261 -57%
PCM
1961
Perritt Capital Management
Illinois
$796K -$52.6K -1,290 -6%
RDFA
1962
Ritter Daniher Financial Advisory
Ohio
$795K +$3.67K +90 +0.5%
SFB
1963
STAR Financial Bank
Indiana
$794K -$10.5K -258 -1%
FP
1964
Financial Perspectives
Minnesota
$794K +$8.81K +216 +1%
TLCM
1965
Twin Lakes Capital Management
California
$793K +$3.71K +91 +0.5%
VFA
1966
Voya Financial Advisors
Connecticut
$792K +$21.5K +533 +3%
LAM
1967
Lakewood Asset Management
Illinois
$792K +$78.4K +1,921 +11%
LCM
1968
LCM Capital Management
Illinois
$791K +$25.3K +621 +3%
MAG
1969
MRA Advisory Group
New Jersey
$791K +$110K +2,697 +16%
PMFA
1970
Plante Moran Financial Advisors
Michigan
$789K -$147K -3,609 -16%
WP
1971
WealthShield Partners
North Carolina
$789K -$10.6K -259 -1%
SWA
1972
SOA Wealth Advisors
New York
$787K +$179K +4,396 +30%
BMA
1973
Brooks Moore & Associates
Tennessee
$786K +$147K +3,600 +23%
WP
1974
Westmount Partners
California
$786K -$51K -1,250 -6%
ATWA
1975
Arbor Trust Wealth Advisors
Michigan
$785K +$60K +1,471 +8%
77 78
79
80 81