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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 %
AP
2226
Arlington Partners
Alabama
$543K +$197K +4,825 +57%
TFM
2227
TFC Financial Management
Massachusetts
$543K -$2.16K -53 -0.4%
MM
2228
MQS Management
New York
$541K +$541K +13,261 New
PIA
2229
Perennial Investment Advisors
California
$539K +$8.98K +220 +2%
BAMG
2230
Brand Asset Management Group
Missouri
$538K +$181K +4,432 +51%
RGF
2231
Retirement Guys Formula
Ohio
$538K +$95.1K +2,331 +21%
LOIP
2232
Live Oak Investment Partners
Texas
$536K -$591K – –
CPRC
2233
Consolidated Portfolio Review Corp
New York
$535K +$535K +13,108 New
LSA
2234
Lansing Street Advisors
Pennsylvania
$535K -$275K -6,744 -34%
SFG
2235
Sunburst Financial Group
Alabama
$535K -$3.51K -86 -0.7%
DWM
2236
Denver Wealth Management
Colorado
$534K +$4.57K +112 +0.9%
MIM
2237
Morningstar Investment Management
Illinois
$534K +$85.2K +2,088 +19%
TA
2238
Tiedemann Advisors
New York
$534K -$7.63K -187 -1%
JFA
2239
JNBA Financial Advisors
Minnesota
$534K +$612 +15 +0.1%
AMR
2240
Asset Management Resources
Massachusetts
$533K +$94K +2,305 +21%
BW
2241
BIP Wealth
Georgia
$533K +$533K +13,072 New
CSWG
2242
Cardinal Strategic Wealth Guidance
Kentucky
$532K -$104K -2,556 -16%
EFG
2243
Everhart Financial Group
Ohio
$532K -$12.7K -316 -2%
KA
2244
Klingman & Associates
New York
$531K -$9.67K -237 -2%
OFW
2245
Omnia Family Wealth
Florida
$531K -$8.16K -200 -2%
AWS
2246
Aspen Wealth Strategies
Colorado
$531K +$40.6K +994 +8%
MPCG
2247
Matrix Private Capital Group
New York
$530K -$10.9K -268 -2%
IGGA
2248
Iron Gate Global Advisors
Utah
$530K +$286 +7 +0.1%
FBB
2249
Fulton Breakefield Broenniman
Maryland
$528K -$6.15M -150,820 -92%
WAM
2250
Winslow Asset Management
Ohio
$528K -$3.39K -83 -0.6%
88 89
90
91 92