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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 Market Value Shares Shares
Change 		Shares
Change %
CCMI
2926
Creative Capital Management Investments
California
$89.4K 2,436 – –
FFA
2927
Fairfield Financial Advisors
Massachusetts
$89.1K 2,429 -597 -20%
BIA
2928
Bell Investment Advisors
California
$88.9K 2,423 +254 +12%
DWMG
2929
DB Wealth Management Group
California
$88.2K 2,404 – –
CIR
2930
Clear Investment Research
Georgia
$87.7K 2,391 -9 -0.4%
GPI
2931
General Partner Inc
Pennsylvania
$86.9K 2,368 – –
CWM
2932
Compass Wealth Management
Connecticut
$85.2K 2,323 – –
GG
2933
Gleason Group
Kentucky
$83.9K 2,287 -102 -4%
FSWA
2934
Financial Synergies Wealth Advisors
Texas
$83.9K 2,287 -111 -5%
Cohen & Steers
2935
Cohen & Steers
New York
$81K 2,215 – –
WPWM
2936
Western Pacific Wealth Management
Illinois
$79.1K 2,156 -746 -26%
AA
2937
AlphaMark Advisors
Kentucky
$79K 2,149 -170 -7%
GGI
2938
Godsey & Gibb Inc
Virginia
$77K 2,098 +120 +6%
ICM
2939
Islay Capital Management
Texas
$74.1K 2,021 – –
SVCP
2940
Silicon Valley Capital Partners
California
$74.1K 2,020 +21 +1%
SF
2941
Safeguard Financial
Wisconsin
$73K 1,999 +1,999 New
CFS
2942
CGC Financial Services
Oregon
$72.7K 1,983 +1,983 New
CH
2943
Canton Hathaway
Rhode Island
$72K 1,971 – –
RDIA
2944
RE Dickinson Investment Advisors
Iowa
$71K 1,930 +56 +3%
OBWP
2945
O'Brien Wealth Partners
Massachusetts
$69.7K 1,900 -58 -3%
TCM
2946
Tradewinds Capital Management
Washington
$68K 1,855 +18 +1%
GKIM
2947
GW&K Investment Management
Massachusetts
$68K 1,865 +1,865 New
AW
2948
Avion Wealth
Texas
$66K 1,849 +206 +13%
HWM
2949
HighMark Wealth Management
Minnesota
$65.6K 1,787 +18 +1%
NCM
2950
Northwest Capital Management
Oregon
$63.5K 1,730 +1,730 New
116 117
118
119 120