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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 %
TWA
2076
TCI Wealth Advisors
Arizona
$687K -$167K -4,082 -20%
IAS
2077
Investment Advisory Services
Texas
$685K -$21.5K -526 -3%
HCM
2078
Highlander Capital Management
New Jersey
$681K – – –
KFA
2079
Krane Funds Advisors
New York
$681K +$65.4K +1,565 +11%
LI
2080
LVZ Inc
Michigan
$680K +$28.6K +700 +4%
SIC
2081
Sigma Investment Counselors
Michigan
$680K +$28.9K +709 +4%
TBC
2082
Ted Buchan & Co
California
$679K +$83.6K +2,049 +14%
MJP
2083
Michael J. Puzo
$678K +$135K +3,300 +25%
CWP
2084
Core Wealth Partners
California
$678K +$194K +4,765 +40%
ICP
2085
Ironvine Capital Partners
Nebraska
$677K – – –
CPIA
2086
Cornell Pochily Investment Advisors
New York
$675K -$65.5K -1,606 -9%
MSCM
2087
McElhenny Sheffield Capital Management
Texas
$674K +$8.28K +203 +1%
CAM
2088
Costello Asset Management
Pennsylvania
$674K +$52.3K +1,282 +8%
VRM
2089
Vectors Research Management
New York
$674K -$25.2K -618 -4%
BCA
2090
Bray Capital Advisors
Florida
$670K – – –
LAM
2091
LifePro Asset Management
California
$669K – – –
RCA
2092
Ranch Capital Advisors
Florida
$669K -$130K -3,180 -16%
IIL
2093
Insight Inv LLC
California
$668K -$756K -18,525 -53%
FAG
2094
Fortitude Advisory Group
Washington
$665K -$57.4K -1,408 -8%
APW
2095
Acima Private Wealth
Virginia
$663K – – –
EWM
2096
EPG Wealth Management
Georgia
$661K +$85.6K +2,098 +15%
OIM
2097
Orca Investment Management
Oregon
$661K +$326 +8 +0%
BC
2098
Barrett & Company
Rhode Island
$660K +$23.7K +581 +4%
LCM
2099
Leisure Capital Management
California
$660K -$115K -2,824 -15%
OAM
2100
Oak Asset Management
California
$660K -$14K -343 -2%
82 83
84
85 86