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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 %
AWA
2426
Acorn Wealth Advisors
Michigan
$423K +$734 +18 +0.2%
CA
2427
CSM Advisors
Pennsylvania
$423K – – –
NRA
2428
NSI Retail Advisors
Pennsylvania
$423K – – –
OCPWS
2429
One Charles Private Wealth Services
Massachusetts
$423K +$41 +1 +0%
TCM
2430
Tufton Capital Management
Maryland
$422K – – –
ES
2431
Eagle Strategies
New York
$422K +$19.1K +468 +5%
MLFP
2432
MPS Loria Financial Planners
Illinois
$421K +$16.8K +412 +4%
OBWG
2433
Onyx Bridge Wealth Group
New York
$421K +$2.2K +54 +0.5%
MWC
2434
MBM Wealth Consultants
Missouri
$421K – – –
LWMG
2435
Levy Wealth Management Group
Pennsylvania
$421K +$5.71K +140 +1%
TCOK
2436
Trust Company of Kansas
Kansas
$420K -$29.7K -728 -7%
GAM
2437
Grandview Asset Management
Pennsylvania
$420K +$3.3K +81 +0.8%
SL
2438
Salomon & Ludwin
Virginia
$419K -$15.1K -369 -3%
CBC
2439
Coombe, Bender & Co
New York
$418K +$418K +10,250 New
WPW
2440
Warther Private Wealth
Ohio
$418K -$1.41M -34,469 -77%
SPWG
2441
Syntegra Private Wealth Group
Missouri
$417K -$13.1K -320 -3%
RIS
2442
Retirement Income Solutions
Michigan
$416K +$50.1K +1,228 +14%
MAWA
2443
Moss Adams Wealth Advisors
Washington
$415K -$79.7K -1,953 -16%
C
2444
Covestor
United Kingdom
$415K +$75.8K +1,859 +22%
RWB
2445
RMR Wealth Builders
New Jersey
$415K +$1.75K +43 +0.4%
MWP
2446
Meridian Wealth Partners
Pennsylvania
$413K +$2.37K +58 +0.6%
EFG
2447
Ethos Financial Group
Pennsylvania
$413K -$7.34K -180 -2%
PCA
2448
Prosperity Capital Advisors
Ohio
$412K +$5.18K +127 +1%
ZAM
2449
Zevin Asset Management
Massachusetts
$412K – – –
HGERS
2450
Householder Group Estate & Retirement Specialist
Arizona
$412K +$412K +10,097 New
96 97
98
99 100