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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 %
AIM
2376
Avity Investment Management
Connecticut
$454K – – –
HEIP
2377
Hudson Edge Investment Partners
New Jersey
$453K -$24.5K -600 -5%
RWMH
2378
Riverpoint Wealth Management Holdings
Illinois
$453K +$4.24K +104 +0.9%
JWBC
2379
John W. Bristol & Co
New York
$452K – – –
SPA
2380
Sentinel Pension Advisors
Massachusetts
$451K +$120K +2,884 +36%
JCM
2381
Jag Capital Management
Missouri
$450K +$4.08K +100 +0.9%
PWAM
2382
Pinnacle West Asset Management
Wyoming
$450K +$450K +11,025 New
COCM
2383
Charter Oak Capital Management
New Hampshire
$449K +$33.6K +824 +8%
OWA
2384
Octavia Wealth Advisors
Ohio
$449K +$13.9K +341 +3%
CIC
2385
Chase Investment Counsel
Virginia
$448K +$37.8K +928 +9%
CFG
2386
Carr Financial Group
Massachusetts
$446K +$41 +1 +0%
PTB
2387
Pioneer Trust Bank
Oregon
$446K – – –
CPWA
2388
Cerro Pacific Wealth Advisors
California
$446K -$311K -7,617 -41%
BWM
2389
BNC Wealth Management
Oregon
$445K +$816 +20 +0.2%
SAM
2390
Satovsky Asset Management
New York
$444K +$4.45K +109 +1%
LGWM
2391
Litman Gregory Wealth Management
California
$444K +$444K +10,874 New
SFP
2392
Sweet Financial Partners
Minnesota
$443K -$6.45K -158 -1%
PWM
2393
Paulson Wealth Management
Illinois
$443K +$20.5K +502 +5%
MWM
2394
Mattern Wealth Management
Kansas
$442K -$4.08K -100 -0.9%
NC
2395
NovaPoint Capital
Georgia
$441K +$6.81K +167 +2%
BCMLT
2396
Beacon Capital Management LLC (Tennessee)
Tennessee
$440K -$15.9K -389 -3%
3LCM
2397
3D/L Capital Management
Connecticut
$438K +$8.77K +215 +2%
LL
2398
LWMG LLC
Minnesota
$438K -$68K -1,667 -13%
SAM
2399
Secure Asset Management
Michigan
$436K -$210K -5,138 -32%
HTI
2400
Hikari Tsushin Inc
Japan
$435K – – –
94 95
96
97 98