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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 %
CWM
2276
Chesapeake Wealth Management
Virginia
$515K -$11.2K -275 -2%
NFSG
2277
Newbridge Financial Services Group
Florida
$512K +$42.5K +1,041 +9%
BONST
2278
Bank of Nova Scotia Trust
Ontario, Canada
$512K -$453K -11,095 -47%
MTC
2279
Matrix Trust Company
Colorado
$511K +$12.9K +315 +3%
RGC
2280
Roberts, Glore & Co
Illinois
$510K +$26.2K +642 +5%
ML
2281
McAdam LLC
Pennsylvania
$510K +$150K +3,666 +42%
TCMP
2282
Thrive Capital Management (Pennsylvania)
Pennsylvania
$509K +$94.3K +2,336 +23%
OCM
2283
Orion Capital Management
California
$509K -$12.2K -300 -2%
WIC
2284
Whitegate Investment Counselors
New Hampshire
$508K – – –
MFGM
2285
Marshall Financial Group (Maryland)
Maryland
$508K -$2.9K -71 -0.6%
VCS
2286
Vaughan & Co Securities
New Jersey
$507K +$15.5K +381 +3%
CWM
2287
CarsonAllaria Wealth Management
Illinois
$506K +$2.69K +66 +0.5%
NWM
2288
Northwest Wealth Management
Iowa
$506K +$284K +6,961 +128%
DDPIC
2289
Deroy & Devereaux Private Investment Counsel
Michigan
$505K -$445K -10,900 -47%
GIA
2290
GHP Investment Advisors
Colorado
$503K -$40.7K -998 -7%
DBG
2291
De Burlo Group
Massachusetts
$503K +$530 +13 +0.1%
DIM
2292
Delta Investment Management
California
$503K -$34.3K -841 -6%
JBA
2293
Johnson Bixby & Associates
Washington
$503K – – –
PAG
2294
Paladin Advisory Group
Iowa
$501K +$501K +12,279 New
MCM
2295
Monument Capital Management
Virginia
$501K -$418K -10,244 -46%
CWM
2296
Cahaba Wealth Management
Georgia
$500K +$2.98K +73 +0.6%
AWA
2297
Aaron Wealth Advisors
Illinois
$499K +$130K +3,175 +35%
BBPWM
2298
Blue Bell Private Wealth Management
Pennsylvania
$499K -$9.14K -224 -2%
TC
2299
Trust Company
Kansas
$498K -$33.7K -827 -6%
CP
2300
Castleview Partners
Texas
$498K +$11.7K +287 +2%
90 91
92
93 94