PFE icon

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 %
TL
2201
Tradewinds LLC
North Carolina
$569K -$508K -12,439 -47%
GA
2202
Greytown Advisors
Florida
$569K -$54.7K -1,341 -9%
AAS
2203
Annex Advisory Services
Wisconsin
$568K -$4.04K -99 -0.7%
SFG
2204
Sather Financial Group
Texas
$567K – – –
HFG
2205
Heron Financial Group
New York
$567K -$23.3K -570 -4%
HCMG
2206
Howard Capital Management Group
California
$566K +$222K +5,443 +65%
SP
2207
Successful Portfolios
Florida
$566K -$22.3K -546 -4%
TA
2208
TrueWealth Advisors
Alabama
$564K -$10.2K -251 -2%
TC
2209
Truvestments Capital
Florida
$562K -$15.7K -384 -3%
MAG
2210
Mayfair Advisory Group
Alabama
$560K -$11.8K -286 -2%
FEM
2211
Fulcrum Equity Management
Texas
$559K +$122K +2,981 +28%
AL
2212
ADE LLC
Maryland
$557K +$122 +3 +0%
JWM
2213
Janiczek Wealth Management
Colorado
$557K -$165K -4,012 -23%
JWWM
2214
Johnson & White Wealth Management
Pennsylvania
$557K +$331K +8,117 +147%
SPP
2215
Single Point Partners
Massachusetts
$556K +$25.4K +622 +5%
ATIA
2216
American Trust Investment Advisors
New Hampshire
$551K +$256K +6,283 +87%
SAM
2217
SignalPoint Asset Management
Missouri
$551K +$122 +3 +0%
IDBONY
2218
Israel Discount Bank of New York
New York
$550K -$30.4K -744 -5%
AWG
2219
Altus Wealth Group
Colorado
$549K -$530 -13 -0.1%
LFM
2220
LGT Fund Management
Liechtenstein
$549K +$146K +3,570 +36%
AWAU
2221
Alliance Wealth Advisors (Utah)
Utah
$545K +$83.4K +2,045 +18%
DPI
2222
Diversified Portfolios Inc
Michigan
$545K +$286 +7 +0.1%
OC
2223
Oarsman Capital
Wisconsin
$544K -$13.9K -341 -2%
EI
2224
Ellevest Inc
New York
$544K -$35.3K -866 -6%
RVPG
2225
Relative Value Partners Group
$543K -$66.2K -1,623 -11%
87 88
89
90 91