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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 %
EBT
2151
Enterprise Bank & Trust
Massachusetts
$611K -$6.12K -150 -1%
FMP
2152
Financial Management Professionals
Texas
$611K +$125K +3,051 +26%
VC
2153
Vestor Capital
Illinois
$610K -$22.2K -545 -4%
SWA
2154
SFMG Wealth Advisors
Texas
$610K -$102K -2,510 -14%
CGH
2155
CMG Global Holdings
Texas
$605K -$715K -17,514 -54%
CIG
2156
Cascade Investment Group
Colorado
$604K -$10.3K -253 -2%
AAP
2157
Arax Advisory Partners
Colorado
$604K -$6.86K -168 -1%
HWA
2158
Heritage Wealth Advisors
Virginia
$604K +$38.8K +950 +7%
III
2159
Independent Investors Inc
New York
$604K – – –
CC
2160
Cornerstone Capital
California
$604K – – –
AT
2161
American Trust
Kentucky
$603K +$22.4K +548 +4%
RPWA
2162
Regent Peak Wealth Advisors
Georgia
$600K -$29.1K -712 -5%
AA
2163
Alta Advisers
United Kingdom
$600K – – –
CC
2164
Callan Capital
California
$599K -$131K -3,217 -18%
BMM
2165
Buffington Mohr McNeal
Idaho
$599K -$28.3K -693 -5%
CFO
2166
CVA Family Office
Colorado
$597K -$139K -3,398 -19%
BOM
2167
Bank of Marin
California
$597K -$42.9K -1,052 -7%
HAS
2168
HBW Advisory Services
California
$596K -$34K -832 -5%
TIA
2169
Tiemann Investment Advisors
California
$596K -$45K -1,103 -7%
MWM
2170
Merriman Wealth Management
Washington
$595K +$7.55K +185 +1%
AFC
2171
AFT Forsyth & Company
Florida
$594K – – –
UAML
2172
US Asset Management LLC
Pennsylvania
$591K -$3.43K -84 -0.6%
OIA
2173
Optimum Investment Advisors
Illinois
$590K -$110K -2,686 -16%
CWM
2174
Circle Wealth Management
New Jersey
$589K -$3.96K -97 -0.7%
WA
2175
Wealth Architects
California
$589K -$5.75K -141 -1%
85 86
87
88 89