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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 %
RA
3001
Rational Advisors
New York
$16.9K 460 – –
IA
3002
IFS Advisors
Kansas
$15.3K 416 – –
HFS
3003
HBC Financial Services
Washington
$15K 438 +3 +0.7%
FGAM
3004
Financial Gravity Asset Management
Texas
$14.9K 501 +425 +559%
VSQM
3005
V-Square Quantitative Management
Illinois
$14.3K 390 +390 New
HFM
3006
Harvest Fund Management
China
$13K 356 +68 +24%
SCA
3007
Stuart Chaussee & Associates
California
$11K 300 – –
DEM
3008
Disciplined Equity Management
Florida
$7.7K 210 – –
BCPWM
3009
Bradley & Co Private Wealth Management
Florida
$7.52K 205 – –
HF
3010
Halpern Financial
Virginia
$7.34K 200 – –
GI
3011
GS Investments
Minnesota
$7.34K 200 – –
LFA
3012
Legend Financial Advisors
Pennsylvania
$7.29K 199 – –
IHWM
3013
Iron Horse Wealth Management
Iowa
$7.08K 193 – –
LWA
3014
Lowe Wealth Advisors
Maryland
$6.42K 175 – –
TWD
3015
True Wealth Design
Ohio
$6.3K 172 -1,375 -89%
HCM
3016
Horrell Capital Management
Arkansas
$6K 159 – –
SOW
3017
State of Wyoming
Wyoming
$5.17K 141 -20,824 -99%
ICM
3018
Intrepid Capital Management
Florida
$5.06K 138 +138 New
PS
3019
PayPay Securities
Japan
$4.7K 128 – –
PFG
3020
Piershale Financial Group
Illinois
$4.09K 112 +2 +2%
TJHA
3021
Thomas J. Herzfeld Advisors
Florida
$4K 109 – –
MWA
3022
Miller Wealth Advisors
Colorado
$3.67K 100 +100 New
EAM
3023
Eukles Asset Management
Ohio
$1.65K 45 – –
Comerica Bank
3024
Comerica Bank
Texas
$740 1,479,833 +1,479,833 New
CJL
3025
Cyrus J. Lawrence
New York
$135 3,701 -165,128 -98%
119 120
121
122 123