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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 %
LPAM
2251
Lodestar Private Asset Management
California
$528K -$17.1K -420 -3%
CSI
2252
Cross Staff Investments
New York
$527K – – –
CYG
2253
Clean Yield Group
Vermont
$527K -$70.2K -1,720 -12%
SWP
2254
Semus Wealth Partners
Florida
$526K +$27.7K +679 +6%
EFM
2255
E Fund Management
China
$526K -$1.43K -35 -0.3%
BFW
2256
Brady Family Wealth
Missouri
$525K – – –
CFA
2257
Compass Financial Advisors
Indiana
$524K -$2.53K -62 -0.5%
WCA
2258
Westover Capital Advisors
Delaware
$523K – – –
RFN
2259
Redwood Financial Network
Ohio
$522K +$19.8K +486 +4%
RWM
2260
RKL Wealth Management
Pennsylvania
$522K -$67.5K -1,654 -11%
PAG
2261
Powers Advisory Group
Illinois
$521K +$2.61K +64 +0.5%
AFG
2262
Atomi Financial Group
New York
$521K +$521K +12,758 New
MAM
2263
McLean Asset Management
Virginia
$520K -$32.7K -801 -6%
DAM
2264
Derbend Asset Management
Georgia
$520K -$35.6K -873 -6%
CWM
2265
Centurion Wealth Management
Virginia
$518K -$35.4K -868 -6%
DRD
2266
Dennis R. Delaney
$518K -$40.8K -1,000 -7%
GCWM
2267
Graham Capital Wealth Management
District of Columbia
$518K +$518K +1,269 New
LA
2268
Latitude Advisors
Florida
$518K -$7.51K -184 -1%
KWA
2269
KCS Wealth Advisory
California
$517K -$165K -4,034 -24%
NME
2270
Notis-McConarty Edward
$517K – – –
BMCM
2271
Burns Matteson Capital Management
New York
$517K -$13.8K -339 -3%
PD
2272
Planning Directions
Pennsylvania
$516K -$27.3K -669 -5%
SIC
2273
Sterling Investment Counsel
New York
$516K -$161K -3,949 -24%
LHC
2274
Little House Capital
Massachusetts
$515K +$14.1K +346 +3%
JF
2275
JSF Financial
California
$515K -$51.2K -1,255 -9%
89 90
91
92 93