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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 %
WCM
2451
Wedge Capital Management
North Carolina
$412K +$7.18K +176 +2%
WDL
2452
Well Done LLC
Michigan
$412K -$3.92K -96 -0.9%
PWP
2453
Perfromance Wealth Partners
Illinois
$412K -$63.3K -1,552 -13%
FHC
2454
First Heartland Consultants
Missouri
$412K +$18.8K +461 +5%
PWA
2455
Phoenix Wealth Advisors
North Carolina
$411K – – –
BA
2456
Bristlecone Advisors
Washington
$409K -$39.5K -968 -9%
PFT
2457
Providence First Trust
Arizona
$409K – – –
FOA
2458
Five Oceans Advisors
California
$409K +$101K +2,483 +33%
KSWA
2459
Kathleen S. Wright Associates
Pennsylvania
$408K – – –
IFO
2460
Intrepid Family Office
Florida
$408K +$408K +10,000 New
HPM
2461
Hoxton Planning & Management
West Virginia
$405K +$3.18K +78 +0.8%
PIM
2462
Provident Investment Management
Michigan
$404K +$222K +5,440 +122%
RFN
2463
RDA Financial Network
Iowa
$404K -$8.04K -197 -2%
OWA
2464
Opal Wealth Advisors
New York
$404K +$11.3K +278 +3%
LG
2465
LaFleur & Godfrey
Michigan
$402K +$5.1K +125 +1%
RBCM
2466
Raub Brock Capital Management
California
$402K +$143K +3,500 +55%
EIA
2467
Eldridge Investment Advisors
New Hampshire
$401K +$41 +1 +0%
VCWA
2468
Vanguard Capital Wealth Advisors
Colorado
$401K -$3.63K -89 -0.9%
MWPCG
2469
Measured Wealth Private Client Group
New Hampshire
$401K -$109K -2,681 -21%
SB
2470
Sunflower Bank
Texas
$400K +$12K +293 +3%
UF
2471
Univest Financial
Pennsylvania
$399K -$23.7K -581 -6%
CPA
2472
Cardiff Park Advisors
California
$398K – – –
XSC
2473
X-Square Capital
Puerto Rico
$398K +$122 +3 +0%
AGA
2474
Accuvest Global Advisors
Utah
$397K -$663K -16,234 -63%
CA
2475
Calton & Associates
Florida
$396K -$82.3K -2,016 -17%
97 98
99
100 101