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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.

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 %
CPA
2851
Capital Performance Advisors
California
$204K -$2.31K -63 -1%
SC
2852
Schoolcraft Capital
Colorado
$204K +$204K +5,558 New
AWP
2853
Abacus Wealth Partners
California
$204K -$5.58K -152 -3%
SSWG
2854
Seven Springs Wealth Group
Tennessee
$203K +$37 +1 +0%
CWA
2855
CM Wealth Advisors
Ohio
$203K -$845K -23,156 -81%
AGA
2856
Arkos Global Advisors
Texas
$203K +$366 +10 +0.2%
JJBC
2857
James J. Burns & Company
New York
$203K +$21.4K +587 +12%
MHR
2858
Matthew Hamilton Rosenberg
$203K -$60.4K -1,648 -23%
CCA
2859
Childress Capital Advisors
Texas
$202K -$36.2K -986 -15%
LA
2860
Lakeside Advisors
Washington
$202K – – –
FFA
2861
Fi3 Financial Advisors
Indiana
$202K +$202K +5,512 New
SCI
2862
Stableford Capital II
Arizona
$202K -$59.1K -1,654 -23%
BCCM
2863
Bridge Creek Capital Management
Massachusetts
$201K – – –
EBA
2864
Eagle Bay Advisors
New York
$199K -$131K -3,568 -40%
LTI
2865
Laffer Tengler Investments
Tennessee
$199K -$12.8K -349 -6%
PP
2866
PrairieView Partners
Minnesota
$199K -$1.14K -31 -0.6%
IAIM
2867
Industrial Alliance Investment Management
Quebec, Canada
$191K -$10.9M -296,772 -98%
MFA
2868
McClarren Financial Advisors
Pennsylvania
$189K +$1.28K +35 +0.7%
CFD
2869
Creative Financial Designs
Indiana
$186K -$99.9K -2,723 -35%
CCM
2870
Copeland Capital Management
Pennsylvania
$183K – – –
ACA
2871
Atlas Capital Advisors
Wyoming
$183K -$50.8K -1,384 -22%
HS
2872
Horan Securities
United States
$181K +$9.43K +257 +6%
CSWM
2873
Cassady Schiller Wealth Management
Ohio
$178K +$9.72K +265 +6%
TFA
2874
Toth Financial Advisory
Virginia
$177K +$26K +709 +17%
HFM
2875
Hartford Financial Management
Connecticut
$175K +$79.4K +2,165 +83%
113 114
115
116 117