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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 %
MA
2051
MBA Advisors
Pennsylvania
$703K +$2.12K +52 +0.3%
TT
2052
TI-Trust
Illinois
$703K -$8.16K -200 -1%
WP
2053
WealthPLAN Partners
Nebraska
$703K -$2.68M -65,631 -79%
MCM
2054
Magnolia Capital Management
New York
$702K – – –
TWM
2055
Tradition Wealth Management
Minnesota
$701K +$54.5K +1,335 +8%
SFG
2056
StrategIQ Financial Group
Indiana
$701K -$6.85K -168 -1%
WKSWA
2057
White Knight Strategic Wealth Advisors
New Jersey
$699K +$179K +4,385 +34%
CG
2058
Clarus Group
Texas
$699K +$612 +15 +0.1%
LI
2059
Lafayette Investments
Maryland
$698K – – –
NCM
2060
Noesis Capital Mangement
Florida
$697K +$5.42K +133 +0.8%
CASB
2061
Cape Ann Savings Bank
Massachusetts
$696K +$8.57K +210 +1%
WCM
2062
WealthBridge Capital Management
Ohio
$695K +$34.1K +835 +5%
LIA
2063
LBMC Investment Advisors
Tennessee
$695K +$359K +8,797 +107%
AL
2064
ACAS LLC
California
$694K +$87.6K +2,146 +14%
PI
2065
PEAK6 Investments
Illinois
$693K +$693K +16,985 New
IFU
2066
iSAM Funds (UK)
United Kingdom
$692K +$692K +16,967 New
AIA
2067
AIMZ Investment Advisors
California
$691K -$6.53K -160 -0.9%
SBF
2068
Sara-Bay Financial
Florida
$691K -$76.2K -1,868 -10%
DBIA
2069
Dumont & Blake Investment Advisors
New Jersey
$691K – – –
CS
2070
Capital Square
Tennessee
$691K +$28.8K +694 +4%
PPP
2071
Private Portfolio Partners
New Jersey
$690K -$18.6K -457 -3%
SIA
2072
SkyView Investment Advisors
New Jersey
$690K -$13.6K -332 -2%
GA
2073
GraniteShares Advisors
New York
$690K -$9.59K -235 -1%
SFI
2074
SPC Financial Inc
Maryland
$689K +$22.4K +548 +3%
KFS
2075
Kurt F. Somerville
$689K -$1.02K -25 -0.1%
81 82
83
84 85