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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 %
KIG
2101
Kowal Investment Group
Wisconsin
$658K +$81.1K +1,987 +14%
WCM
2102
Windsor Capital Management
Arizona
$658K +$1.27K +31 +0.2%
FAT
2103
First American Trust
California
$657K -$2.57M -62,937 -80%
SCM
2104
Sterneck Capital Management
Missouri
$657K +$65.3K +1,600 +11%
SAM
2105
Sompo Asset Management
Japan
$657K +$110K +2,690 +20%
NF
2106
Norwood Financial
Pennsylvania
$656K +$73.2K +1,795 +13%
FFC
2107
First Financial Corp
Indiana
$656K -$19K -467 -3%
HC
2108
HNP Capital
New York
$656K -$23.3K -571 -3%
IFAM
2109
Institutional & Family Asset Management
Colorado
$656K +$19.3K +472 +3%
IAP
2110
Indie Asset Partners
Indiana
$655K -$107K -2,625 -14%
SIG
2111
Sargent Investment Group
Maryland
$654K +$31.5K +762 +5%
LT
2112
Legacy Trust
Michigan
$653K +$40.5K +993 +7%
TC
2113
TAP Consulting
Missouri
$653K -$37K -907 -5%
CFO
2114
Collective Family Office
Pennsylvania
$652K +$93.9K +2,301 +17%
AWAP
2115
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$651K -$6.94K -170 -1%
CCM
2116
Compton Capital Management
Rhode Island
$650K -$1.07M -26,280 -62%
UIA
2117
Ulland Investment Advisors
Minnesota
$649K -$65.2K -1,598 -9%
CPA
2118
Capital Planning Advisors
California
$645K -$83.8K -2,054 -11%
HCM
2119
Harvey Capital Management
Florida
$645K +$359K +8,800 +126%
KWMG
2120
King Wealth Management Group
Florida
$643K -$2.73K -67 -0.4%
AF
2121
Alerus Financial
North Dakota
$642K -$5.04M -123,568 -89%
SQA
2122
Simon Quick Advisors
New Jersey
$638K +$132K +3,235 +26%
WTFG
2123
Wells Trecaso Financial Group
Ohio
$638K +$1.02K +25 +0.2%
CCM
2124
Chickasaw Capital Management
Tennessee
$638K – – –
PAIM
2125
Punch & Associates Investment Management
Minnesota
$637K -$163K -4,000 -20%
83 84
85
86 87