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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 %
MSE
2876
MUFG Securities EMEA
United Kingdom
$174K +$137K +3,737 +374%
EP
2877
Elkhorn Partners
Nebraska
$169K +$14.7K +400 +10%
CWM
2878
Cranbrook Wealth Management
Michigan
$160K – – –
TFP
2879
Tilia Fiduciary Partners
North Carolina
$160K +$61.4K +1,675 +62%
LF
2880
Lee Financial
Texas
$159K -$12.4K -338 -7%
SC
2881
Solstein Capital
California
$156K – – –
TLA
2882
Tanglewood Legacy Advisors
Texas
$156K – – –
VCM
2883
Versant Capital Management
Arizona
$156K +$3.92K +107 +3%
RCG
2884
Rock Creek Group
District of Columbia
$155K +$8.29K +226 +6%
IAS
2885
IMA Advisory Services
Colorado
$155K +$954 +26 +0.6%
DCBT
2886
Dakota Community Bank & Trust
North Dakota
$152K +$5.32K +145 +4%
CWC
2887
Carolinas Wealth Consulting
North Carolina
$150K -$10.3K -1,015 -6%
SIS
2888
Strategic Investment Solutions
Illinois
$148K -$76.9K -2,024 -34%
CIA
2889
Cape Investment Advisory
Georgia
$147K -$183 -5 -0.1%
VIA
2890
Virtus Investment Advisers
Connecticut
$147K – – –
LFASL
2891
Lugano Financial Advisors SA (LFA)
Switzerland
$147K +$147K +4,000 New
SHIM
2892
Stone House Investment Management
Pennsylvania
$144K +$37 +1 +0%
TF
2893
TimeScale Financial
Massachusetts
$142K +$917 +25 +0.6%
CWM
2894
Cedar Wealth Management
California
$141K +$75.4K +2,056 +114%
SAG
2895
Spotlight Asset Group
Illinois
$140K +$140K +3,830 New
RG
2896
Retirement Group
California
$132K +$2.2K +60 +2%
PG
2897
Prostatis Group
Maryland
$132K +$132K +28,272 New
DF
2898
Dunhill Financial
United Kingdom
$131K +$131K +3,579 New
MWA
2899
Moser Wealth Advisors
Washington
$131K +$131K +3,572 New
TCWA
2900
Ten Capital Wealth Advisors
Washington
$129K +$66.7K +1,830 +107%
114 115
116
117 118