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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 %
SIM
2126
SSI Investment Management
California
$637K -$114K -2,784 -15%
VWM
2127
Vigilare Wealth Management
Arizona
$636K -$332K -8,136 -34%
PAM
2128
Pegasus Asset Management
New York
$636K -$816 -20 -0.1%
GSEP
2129
Golden State Equity Partners
California
$635K +$635K +15,567 New
CCM
2130
Carlson Capital Management
Minnesota
$635K -$18.2K -446 -3%
PIA
2131
Pinion Investment Advisors
Kansas
$634K +$48.1K +1,178 +8%
CHA
2132
Carmichael Hill & Associates
Maryland
$633K +$21.1K +518 +3%
GAMC
2133
Garner Asset Management Corp
Texas
$633K +$204 +5 +0%
WFC
2134
Western Financial Corp
California
$633K +$3.18K +78 +0.5%
SSW
2135
Smith Shellnut Wilson
Mississippi
$632K – – –
PWM
2136
Peterson Wealth Management
Nevada
$630K -$2.04K -50 -0.3%
MMM
2137
Mendel Money Management
Illinois
$627K -$35.4K -868 -5%
FFA
2138
Farther Finance Advisors
California
$627K +$303K +7,421 +93%
BW
2139
Bison Wealth
Georgia
$626K -$338K -9,002 -35%
VCP
2140
Verus Capital Partners
Arizona
$625K -$39.2K -960 -6%
CCB
2141
Cutter & Co Brokerage
Missouri
$624K +$36.7K +899 +6%
WPA
2142
Winning Points Advisors
Florida
$624K -$4.08K -100 -0.6%
BC
2143
Belmont Capital
California
$624K -$24.8K -609 -4%
LFA
2144
Lauterbach Financial Advisors
Texas
$623K -$19.3K -473 -3%
IC
2145
Inscription Capital
Texas
$620K -$194K -4,744 -24%
CWM
2146
Centric Wealth Management
Illinois
$616K -$1.14K -28 -0.2%
BWA
2147
Burt Wealth Advisors
Maryland
$616K +$1.18K +29 +0.2%
JF
2148
Joule Financial
Kentucky
$615K -$560K -13,721 -48%
AIA
2149
Alera Investment Advisors
Illinois
$613K -$12.5K -306 -2%
B
2150
Bridgeworth
Alabama
$612K -$16.6K -406 -3%
84 85
86
87 88