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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 %
WW
2401
Waterfront Wealth
Kansas
$434K -$23.7K -581 -5%
HHGA
2402
Halbert Hargrove Global Advisors
California
$434K -$28.4K -696 -6%
KFA
2403
Kapstone Financial Advisors
Ohio
$433K +$26.8K +647 +7%
CWP
2404
Capital Wealth Planning
Florida
$431K -$7.51K -184 -2%
CB
2405
Centennial Bank
Arkansas
$430K -$46.9K -1,150 -10%
OSNBOA
2406
Old Second National Bank of Aurora
Illinois
$430K -$3.61M -88,393 -89%
BA
2407
Ballast Advisors
Minnesota
$430K +$22.8K +558 +6%
OL
2408
Optas LLC
Texas
$430K +$32.3K +792 +8%
FPCP
2409
Fort Point Capital Partners
California
$429K -$45.2K -1,107 -10%
SMWM
2410
Silvia McColl Wealth Management
California
$429K +$8.53K +209 +2%
CC
2411
Claybrook Capital
Massachusetts
$428K – – –
SF
2412
Summit Financial
New Jersey
$428K -$1.31K -32 -0.3%
ST
2413
Sentinel Trust
Texas
$427K +$427K +10,463 New
TFA
2414
Trinity Financial Advisors
Ohio
$426K +$326 +8 +0.1%
PWP
2415
Phillips Wealth Planners
Mississippi
$426K -$50.3K -1,284 -11%
PCM
2416
Pointe Capital Management
Michigan
$426K +$11.9K +292 +3%
CFA
2417
Capstone Financial Advisors
Illinois
$425K -$48.1K -1,178 -10%
IA
2418
IFG Advisors
Missouri
$425K +$530 +13 +0.1%
SIC
2419
Samalin Investment Counsel
New York
$425K -$29.1K -713 -6%
WWC
2420
Waypoint Wealth Counsel
Georgia
$425K -$209K -5,112 -33%
FAM
2421
Fenimore Asset Management
New York
$425K – – –
BCM
2422
BTC Capital Management
Iowa
$425K -$4.28M -102,498 -91%
CCM
2423
Chiron Capital Management
Florida
$424K +$91.7K +2,248 +28%
AC
2424
AXQ Capital
New Jersey
$424K -$515K -12,625 -55%
CAC
2425
Core Alternative Capital
Georgia
$424K +$324K +7,931 +323%
95 96
97
98 99