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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 %
MSWM
2301
McGlone Suttner Wealth Management
Wisconsin
$498K +$2.04K +50 +0.4%
VC
2302
Veracity Capital
Georgia
$498K -$21.3K -522 -4%
T
2303
TCWP
Ohio
$496K -$149K -3,649 -23%
AFT
2304
Alpha Family Trust
California
$496K -$49.2K -1,205 -9%
GPA
2305
Guerra Pan Advisors
New Jersey
$495K +$5.71K +140 +1%
MCA
2306
Magnolia Capital Advisors
Mississippi
$494K -$8.16K -200 -2%
MPIA
2307
Mountain Pacific Investment Advisers
Idaho
$494K – – –
BWM
2308
BCS Wealth Management
Tennessee
$493K -$606K -14,856 -55%
TLFA
2309
True Link Financial Advisors
California
$493K -$7.83K -192 -2%
DC
2310
DeDora Capital
California
$492K -$20.5K -502 -4%
CIP
2311
Convergence Investment Partners
Florida
$492K -$8.41K -206 -2%
HNW
2312
High Note Wealth
Minnesota
$491K -$326 -8 -0.1%
EWA
2313
ERTS Wealth Advisors
Michigan
$490K -$83.5K -2,047 -15%
EHWM
2314
Eads & Heald Wealth Management
Georgia
$490K +$184K +4,518 +60%
ACM
2315
AUA Capital Management
Pennsylvania
$490K – – –
GWI
2316
Grace & White Inc
New York
$490K – – –
LC
2317
Lincoln Capital
Nebraska
$489K -$11.9K -292 -2%
EG
2318
Ellerson Group
Maryland
$488K -$2.85M -69,775 -85%
AP
2319
Advisors Preferred
Maryland
$487K +$23.7K +572 +5%
EGA
2320
Eagle Global Advisors
Texas
$487K -$4.04K -99 -0.8%
MTIM
2321
Marathon Trading Investment Management
Pennsylvania
$486K +$307K +7,513 +171%
APW
2322
Aurora Private Wealth
New Jersey
$486K +$2.33K +57 +0.5%
WBG
2323
Wharton Business Group
Pennsylvania
$485K – – –
PNAA
2324
Pictet North America Advisors
Switzerland
$485K – – –
WIM
2325
Westside Investment Management
California
$484K +$4.31K +103 +0.9%
91 92
93
94 95