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Pfizer
PFE

Overview Fund Activity

3,024 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, 1,247 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,024
Holders Change
-62
Holders Change %
-2.01%
% of All Funds
47.7%
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
1,247
Closed
180
Calls
$1.71B
Puts
$2.36B
Net Calls
-$644M
Net Calls Change
-$115M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.55B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$715M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.58B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$301M
5
Barclays
5
Barclays
United Kingdom
$478M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$7.3B
2
EWA
2
EP Wealth Advisors
California
$13M
3
Capital International Investors
3
Capital International Investors
California
$1.05B
4
Bank of America
4
Bank of America
North Carolina
$2.19B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
2826
Carmel Capital Management
California
$211K – – –
AWS
2827
AJ Wealth Strategies
New York
$211K – – –
TAM
2828
Townsend Asset Management
North Carolina
$211K – – –
VCP
2829
Vista Capital Partners
Oregon
$211K +$211K +5,739 New
BWM
2830
Birchcreek Wealth Management
Ohio
$210K +$5.8K +158 +3%
PH
2831
Pinnacle Holdings
Oklahoma
$210K +$18.3K +500 +10%
PCFFS
2832
Pacific Center for Financial Services
California
$210K +$73 +2 +0%
TF
2833
Theory Financial
Colorado
$210K -$9.9K -270 -5%
TRIA
2834
Trail Ridge Investment Advisors
Colorado
$209K +$9.43K +257 +5%
CTB
2835
Country Trust Bank
Illinois
$209K +$12.2K +333 +6%
JSA
2836
Jacobson & Schmitt Advisors
Wisconsin
$208K – – –
PR
2837
Payden & Rygel
California
$208K -$8.96M -244,590 -98%
WWP
2838
WR Wealth Planners
Missouri
$208K +$6.13K +167 +3%
PGAM
2839
Princeton Global Asset Management
New Jersey
$208K +$367 +10 +0.2%
FIC
2840
Family Investment Center
Missouri
$208K -$10.1K -274 -5%
WCFA
2841
Walkner Condon Financial Advisors
Wisconsin
$206K +$14.3K +390 +7%
AA
2842
Alesco Advisors
New York
$206K – – –
CA
2843
Centerpoint Advisors
Massachusetts
$206K – – –
TA
2844
Trellis Advisors
Washington
$206K +$13.4K +364 +7%
CCA
2845
Cottonwood Capital Advisors
Utah
$205K -$3.82K -104 -2%
RWA
2846
Rooted Wealth Advisors
Illinois
$205K +$205K +5,625 New
EWM
2847
Elite Wealth Management
Washington
$204K -$13.8K -375 -6%
AIS
2848
American Investment Services
Massachusetts
$204K – – –
BA
2849
BCM Advisors
Louisiana
$204K – – –
PCMK
2850
Paragon Capital Management (Kansas)
Kansas
$204K -$8.14K -222 -4%
112 113
114
115 116