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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 %
AP
2026
Atwood & Palmer
Missouri
$726K – – –
AAMC
2027
Asset Allocation & Management Company
Illinois
$726K – – –
AC
2028
Avestar Capital
New York
$726K -$100K -2,450 -12%
NP
2029
Nilsine Partners
Colorado
$726K +$726K +17,784 New
AIA
2030
Angeles Investment Advisors
California
$725K +$422K +10,335 +139%
WAG
2031
Winthrop Advisory Group
Massachusetts
$725K -$33.3K -816 -4%
ETH
2032
Exos TFP Holdings
New York
$725K +$422K +10,334 +139%
AIP
2033
Almanack Investment Partners
Pennsylvania
$723K -$25.8K -633 -3%
CAGAS
2034
Capital Advisory Group Advisory Services
Minnesota
$722K +$6.24K +153 +0.9%
AIM
2035
Allen Investment Management
New York
$720K +$27.5K +675 +4%
KLWA
2036
Kelly Lawrence W & Associates
California
$719K – – –
CMP
2037
Coston McIsaac & Partners
Maine
$719K +$25.9K +635 +4%
BTIM
2038
BancFirst Trust & Investment Management
Oklahoma
$719K +$16.1K +398 +2%
KWM
2039
Kaydan Wealth Management
Michigan
$718K -$11.5K -282 -2%
EMG
2040
ETF Managers Group
New Jersey
$717K -$1.43M -34,977 -67%
IIA
2041
Integral Investment Advisors
California
$715K +$6.9K +169 +1%
AWM
2042
Angeles Wealth Management
California
$714K +$87.4K +2,141 +14%
CCMIC
2043
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$714K – – –
ARMT
2044
Amica Retiree Medical Trust
Rhode Island
$714K +$418K +10,245 +141%
CRIG
2045
Charter Research & Investment Group
Connecticut
$714K – – –
CFFP
2046
Center for Financial Planning
Michigan
$713K +$50.6K +1,241 +8%
AIM
2047
Acropolis Investment Management
Missouri
$708K +$51.3K +1,258 +8%
SWA
2048
Sightline Wealth Advisors
Connecticut
$706K -$32.9K -807 -4%
SPW
2049
Sonoma Private Wealth
California
$704K -$12.5K -307 -2%
AC
2050
ASB Consultores
Florida
$703K +$227K +5,567 +48%
80 81
82
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