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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 %
BFPW
2326
BOK Financial Private Wealth
Colorado
$484K +$1.27K +31 +0.3%
JGIA
2327
Jackson Grant Investment Advisers
Connecticut
$484K +$9.14K +224 +2%
RP
2328
Riverwater Partners
Wisconsin
$484K -$31.7K -778 -6%
SCA
2329
Sandy Cove Advisors
Massachusetts
$482K +$816 +20 +0.2%
PSCM
2330
Per Stirling Capital Management
Texas
$482K -$111K -2,731 -19%
RBC
2331
Roble Belko & Company
Pennsylvania
$482K -$245K -6,012 -34%
AHB
2332
Abner Herrman & Brock
New Jersey
$482K – – –
LB
2333
Legacy Bridge
Iowa
$482K – – –
FBA
2334
Front Barnett Associates
Illinois
$481K – – –
RZH
2335
Relyea Zuckerberg Hanson
Connecticut
$480K -$22.8K -560 -5%
AIM
2336
Arcadia Investment Management
Michigan
$479K -$269K -6,591 -36%
CC
2337
Constitution Capital
Connecticut
$479K -$51K -1,250 -10%
KC
2338
Kenfarb & Co
Kentucky
$477K – – –
AF
2339
Apexium Financial
Texas
$476K -$42.2K -1,035 -8%
CA
2340
Cambridge Advisors
Nebraska
$476K -$3.35K -82 -0.7%
MW
2341
MBL Wealth
North Carolina
$475K -$28.6K -701 -6%
EWA
2342
Encompass Wealth Advisors
Oregon
$474K +$1.43K +35 +0.3%
WFA
2343
WestHill Financial Advisors
California
$473K -$3.47K -85 -0.7%
SWA
2344
Sutton Wealth Advisors
Florida
$473K -$413K -10,129 -47%
FUBT
2345
First United Bank & Trust
Maryland
$473K -$8.81K -216 -2%
PBC
2346
Pavion Blue Capital
California
$472K -$12.2K -300 -3%
TCM
2347
Triumph Capital Management
Colorado
$472K -$386K -9,450 -45%
GA
2348
Goldstein Advisors
Wisconsin
$471K +$42.9K +1,052 +10%
FMB
2349
Field & Main Bank
Kentucky
$471K +$42.2K +1,035 +10%
APW
2350
Austin Private Wealth
Texas
$470K +$97.2K +2,382 +26%
92 93
94
95 96