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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 %
FA
2626
Forefront Analytics
Pennsylvania
$284K +$60.9K +1,661 +27%
NVCHI
2627
New Vernon Capital Holdings II
New Jersey
$283K +$125K +3,415 +79%
BIM
2628
Bridgecreek Investment Management
Oklahoma
$283K – – –
CFA
2629
Cahill Financial Advisors
Minnesota
$283K +$11.9K +325 +4%
BWA
2630
Beam Wealth Advisors
Louisiana
$283K +$47.4K +1,293 +20%
TI
2631
Truepoint Inc
Ohio
$282K +$80K +2,181 +40%
HFAS
2632
Hummer Financial Advisory Services
Illinois
$282K – – –
BC
2633
Bridgefront Capital
Texas
$282K +$66.5K +1,814 +31%
Fiera Capital (Canada)
2634
Fiera Capital (Canada)
Quebec, Canada
$281K – – –
SRC
2635
Sage Rhino Capital
California
$281K -$23.9K -651 -8%
AIA
2636
Arbor Investment Advisors
North Carolina
$281K – – –
HWA
2637
Heartwood Wealth Advisors
Virginia
$280K – – –
JWM
2638
Jessup Wealth Management
Ohio
$280K -$25.1K -683 -8%
GC
2639
GFG Capital
Florida
$279K +$279K +7,609 New
BWM
2640
BigSur Wealth Management
Florida
$277K – – –
ICP
2641
Interchange Capital Partners
Pennsylvania
$277K -$242K -6,566 -47%
AA
2642
Addison Advisors
Vermont
$277K -$15.3K -416 -5%
CCA
2643
Column Capital Advisors
Indiana
$277K -$13.2K -887 -5%
SLA
2644
Silver Lake Advisory
Utah
$277K +$330 +9 +0.1%
SSW
2645
Stone Summit Wealth
Florida
$276K -$17.3K -472 -6%
LFRG
2646
Lazard Frères Gestion
France
$276K -$9.11K -250 -3%
PWMG
2647
Provence Wealth Management Group
California
$276K -$13.1K -358 -5%
FA
2648
Financial Alternatives
California
$275K – – –
GA
2649
Gateway Advisory
New Jersey
$275K -$2.24K -61 -0.8%
TW
2650
Towerpoint Wealth
California
$274K +$220 +6 +0.1%
104 105
106
107 108