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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 %
GFA
2001
Gallagher Fiduciary Advisors
Illinois
$766K +$766K +18,768 New
VWMG
2002
Virginia Wealth Management Group
Virginia
$765K +$530 +13 +0.1%
RC
2003
Reik & Co
New York
$763K -$31K -761 -4%
FWA
2004
FSM Wealth Advisors
Ohio
$759K +$52.1K +1,277 +7%
AA
2005
Advisory Alpha
Michigan
$755K +$50.3K +1,234 +7%
RIG
2006
Renaissance Investment Group
Massachusetts
$754K -$24.5K -600 -3%
FWA
2007
FSC Wealth Advisors
New York
$750K +$6.61K +162 +0.9%
CIM
2008
CIM Investment Management
Pennsylvania
$749K +$395K +9,686 +112%
CTC (Chicago Trading Company)
2009
CTC (Chicago Trading Company)
Illinois
$748K +$748K +18,520 New
MIP
2010
Marietta Investment Partners
Wisconsin
$745K +$121K +2,965 +19%
W
2011
Wealthquest
Ohio
$743K -$408 -10 -0.1%
WFI
2012
West Family Investments
California
$741K -$87.4K -2,141 -11%
BG
2013
Benedetti & Gucer
Georgia
$739K +$442K +10,834 +149%
1IA
2014
1620 Investment Advisors
Massachusetts
$739K +$1.06K +26 +0.1%
PSC
2015
Prentiss Smith & Co
Vermont
$738K +$38.5K +944 +6%
BIM
2016
Baldwin Investment Management
Pennsylvania
$738K +$6K +147 +0.8%
SFG
2017
Sovereign Financial Group
Connecticut
$736K +$6.37K +156 +0.9%
SWM
2018
Salvus Wealth Management
New Jersey
$732K +$20.1K +493 +3%
HVP
2019
Hudson Value Partners
Florida
$732K +$28.7K +703 +4%
GA
2020
Geller Advisors
New York
$731K +$133K +3,259 +22%
FB
2021
First Bancorp
Maine
$730K +$77K +1,888 +12%
ZIG
2022
Zullo Investment Group
Pennsylvania
$730K +$11.2K +275 +2%
SAM
2023
Security Asset Management
New York
$729K -$59K -1,447 -7%
CGA
2024
Crescent Grove Advisors
Illinois
$729K +$3.84K +94 +0.5%
KWS
2025
Keystone Wealth Services
California
$729K +$775 +19 +0.1%
79 80
81
82 83