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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 %
HCM
2351
Hollencrest Capital Management
California
$468K +$329K +8,063 +236%
KGC
2352
Kennon-Green & Company
Ohio
$468K -$13.7K -335 -3%
CAM
2353
Covenant Asset Management
New Jersey
$467K -$122K -2,992 -21%
BIA
2354
Beacon Investment Advisors
Maryland
$466K +$466K +11,423 New
I2I
2355
Insight 2811 Inc
Illinois
$466K -$101K -2,486 -18%
GITFIT
2356
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$465K +$465K +11,400 New
AMM
2357
American Money Management
California
$465K -$32.9K -807 -7%
BBWP
2358
Beacon Bridge Wealth Partners
Pennsylvania
$464K +$29.3K +719 +7%
FCAG
2359
First Capital Advisors Group
New Jersey
$462K -$22.9K -561 -5%
HWM
2360
Howard Wealth Management
Connecticut
$462K – – –
RCG
2361
Regatta Capital Group
California
$461K – – –
BEAM
2362
Baker Ellis Asset Management
Washington
$461K -$25.7K -630 -5%
SF
2363
Symphony Financial
Texas
$460K -$204K -5,053 -31%
PCM
2364
Piedmont Capital Management
Montana
$460K -$16.1K -399 -3%
AAM
2365
Aureus Asset Management
Massachusetts
$459K -$93.9K -2,301 -17%
LA
2366
LexAurum Advisors
Kansas
$458K -$15.9K -389 -3%
TFCP
2367
Twin Focus Capital Partners
Massachusetts
$458K +$1.22K +30 +0.3%
TP
2368
Tranquility Partners
Tennessee
$458K – – –
WAL
2369
W Advisors LLC
Tennessee
$458K -$21.7K -533 -5%
SW
2370
SlateStone Wealth
Florida
$457K -$137K -3,367 -23%
CAL
2371
Capital Advisors Ltd
Ohio
$457K +$29.4K +721 +7%
TPW
2372
Tiller Private Wealth
Pennsylvania
$457K – – –
ACM
2373
Advance Capital Management
Michigan
$456K -$1.92K -47 -0.4%
FBFS
2374
First Business Financial Services
Wisconsin
$456K +$1.18K +29 +0.3%
HIP
2375
HUB Investment Partners
Texas
$454K +$454K +11,134 New
93 94
95
96 97