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
$8.55B
2
First Trust Advisors
First Trust Advisors
Illinois
$715M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$301M
5
Barclays
Barclays
United Kingdom
$478M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$7.3B
2
EWA
EP Wealth Advisors
California
$13M
3
Capital International Investors
Capital International Investors
California
$1.05B
4
Bank of America
Bank of America
North Carolina
$2.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
2801
Security National Bank
Nebraska
$219K +$1.69K +46 +0.8%
FPGK
2802
Financial Partners Group (Kansas)
Kansas
$219K +$4.31K +123 +2%
SPC
2803
Stewart & Patten Company
California
$218K -$29.3K -800 -12%
JLBC
2804
J.L. Bainbridge & Co
Florida
$218K +$110 +3 +0.1%
SWM
2805
Shakespeare Wealth Management
Wisconsin
$218K +$218K +5,938 New
DA
2806
Doliver Advisors
Texas
$218K – – –
AWM
2807
Accel Wealth Management
Iowa
$218K -$13.5K -369 -6%
FCM
2808
Firestone Capital Management
Florida
$217K +$36 +1 +0%
AWM
2809
Absher Wealth Management
North Carolina
$217K +$8.99K +245 +4%
SWA
2810
Sax Wealth Advisors
New Jersey
$217K – – –
VCG
2811
Vantage Consulting Group
Virginia
$217K -$6.46K -176 -3%
SA
2812
Syntax Advisors
New York
$217K -$6.46K -176 -3%
SHWM
2813
Silicon Hills Wealth Management
Texas
$217K -$39.8K -1,084 -16%
5SA
2814
5th Street Advisors
Connecticut
$216K +$216K +5,881 New
BDF
2815
Black Diamond Financial
Maryland
$216K -$1.43K -39 -0.7%
SCA
2816
Scott Capital Advisors
Oregon
$215K +$5.39K +147 +3%
RBC
2817
Roble Belko & Company
Pennsylvania
$214K -$220K -5,993 -51%
RB
2818
Renasant Bank
Mississippi
$213K -$34.4K -938 -14%
MIM
2819
Merrion Investment Management
New Jersey
$213K – – –
SPA
2820
Sentinel Pension Advisors
Massachusetts
$213K -$185K -5,047 -46%
WAM
2821
Walker Asset Management
Missouri
$213K -$1.14K -31 -0.5%
TA
2822
TFG Advisers
Michigan
$213K +$15.4K +419 +8%
SFS
2823
Summit Financial Strategies
Ohio
$213K +$213K +5,796 New
HFS
2824
Howard Financial Services
Texas
$212K -$220 -6 -0.1%
SRIM
2825
Saratoga Research & Investment Management
California
$212K +$440 +12 +0.2%
111 112
113
114 115