PFE icon

Pfizer
PFE

Overview Fund Activity

3,025 hedge funds and large institutions have $145B invested in Pfizer in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,371 increasing their positions, 1,248 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,025
Holders Change
-62
Holders Change %
-2.01%
% of All Funds
47.71%
Holding in Top 10
51
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-36.25%
% of All Funds
0.8%
New
144
Increased
1,371
Reduced
1,248
Closed
180
Calls
$1.71B
Puts
$2.36B
Net Calls
-$644M
Net Calls Change
-$115M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$520M
2
First Trust Advisors
First Trust Advisors
Illinois
+$329M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$266M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$245M
5
Barclays
Barclays
United Kingdom
+$237M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.19B
2
EWA
EP Wealth Advisors
California
-$1.15B
3
Capital International Investors
Capital International Investors
California
-$1B
4
Bank of America
Bank of America
North Carolina
-$190M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
2576
Unionview LLC
Washington
$309K +$3.6K +98 +1%
IPW
2577
Impact Partnership Wealth
Georgia
$309K +$309K +8,425 New
CWA
2578
Clearview Wealth Advisors
Oregon
$308K -$25.6K -697 -8%
FW
2579
FirstPurpose Wealth
Utah
$308K +$57.7K +1,573 +23%
WPA
2580
West Paces Advisors
Georgia
$307K -$9.17K -250 -3%
ACA
2581
Affinity Capital Advisors
California
$306K -$6.42K -175 -2%
RC
2582
Rovin Capital
Arizona
$306K +$306K +8,354 New
GAM
2583
GEM Asset Management
Michigan
$305K – – –
ME
2584
McIlrath & Eck
Washington
$305K -$35.4K -965 -10%
MA
2585
Mezzasalma Advisors
New Jersey
$305K +$4.18K +114 +1%
RHP
2586
Royal Harbor Partners
Texas
$302K – – –
KOMWMG
2587
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K +$38.5K +1,048 +15%
AF
2588
Alerus Financial
North Dakota
$302K -$275K -7,505 -48%
AT
2589
Avalon Trust
New Mexico
$302K -$21K -572 -7%
ACM
2590
Armbruster Capital Management
New York
$301K – – –
HCA
2591
Horan Capital Advisors
Ohio
$301K – – –
AA
2592
Auxano Advisors
Washington
$301K – – –
FCG
2593
Financial Connections Group
California
$300K +$113K +3,090 +60%
CCT
2594
Capital City Trust
Florida
$299K -$13.6K -371 -4%
EBSAM
2595
Eubel Brady & Suttman Asset Management
Ohio
$299K +$991 +27 +0.3%
PBO
2596
Peoples Bank (Ohio)
Ohio
$298K -$3.49K -95 -1%
OKSA
2597
O'Keefe Stevens Advisory
New York
$297K +$43.4K +1,184 +17%
SAM
2598
Synergy Asset Management
Washington
$297K +$34.2K +932 +13%
HBWM
2599
Hollow Brook Wealth Management
New York
$296K -$6.97K -190 -2%
YIH
2600
Y-Intercept (HK)
Hong Kong
$296K -$1.3M -35,466 -81%
102 103
104
105 106