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Pfizer
PFE

Overview Fund Activity

2,908 hedge funds and large institutions have $131B invested in Pfizer in 2023 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,180 increasing their positions, 1,375 reducing their positions, and 207 closing their positions.

Holders
2,908
Holders Change
-116
Holders Change %
-3.84%
% of All Funds
46.38%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.83%
New
126
Increased
1,180
Reduced
1,375
Closed
207
Calls
$2.43B
Puts
$2.65B
Net Calls
-$222M
Net Calls Change
+$422M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.63B
2
Charles Schwab
2
Charles Schwab
California
$3.16B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$430M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$252M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$436M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.04B
2
Capital International Investors
2
Capital International Investors
California
$562M
3
Ameriprise
3
Ameriprise
Minnesota
$413M
4
Bank of America
4
Bank of America
North Carolina
$1.73B
5
BlackRock
5
BlackRock
New York
$14.6B
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
3026
Bernardo Wealth Planning
Pennsylvania
– – -7,291 Closed
W
3027
WealthOne
New York
– – -7,255 Closed
PTC
3028
Petrus Trust Company
Texas
– – -7,255 Closed
SWM
3029
Selective Wealth Management
Virginia
– – -7,216 Closed
FCT
3030
Family Capital Trust
Massachusetts
– – -7,200 Closed
PFA
3031
Pinnacle Family Advisors
Missouri
– – -7,194 Closed
AIFAIM
3032
American Institute for Advanced Investment Management
Arizona
– – -7,096 Closed
HPCM
3033
Hunter Perkins Capital Management
Illinois
– – -7,036 Closed
AG
3034
Appleton Group
Wisconsin
– – -7,015 Closed
CFO
3035
Callan Family Office
Pennsylvania
– – -6,957 Closed
MGAM
3036
McGowan Group Asset Management
Texas
– – -6,929 Closed
BBA
3037
Braun-Bostich & Associates
Pennsylvania
– – -6,924 Closed
TLP
3038
Trinity Legacy Partners
Texas
– – -6,866 Closed
VP
3039
Verum Partners
North Carolina
– – -6,861 Closed
BFWA
3040
Benchmark Financial Wealth Advisors
Florida
– – -6,860 Closed
OMC
3041
Overbrook Management Corp
New York
– – -6,852 Closed
WFI
3042
West Family Investments
California
– – -6,843 Closed
SCM
3043
Stordahl Capital Management
Colorado
– – -6,788 Closed
LWM
3044
Liberty Wealth Management
California
– – -6,754 Closed
PGA
3045
Portland Global Advisors
Maine
– – -6,747 Closed
WPW
3046
Warther Private Wealth
Ohio
– – -6,691 Closed
OW
3047
Olistico Wealth
Oklahoma
– – -6,385 Closed
TC
3048
TwinBeech Capital
New York
– – -6,361 Closed
VWM
3049
Vigilare Wealth Management
Arizona
– – -6,314 Closed
WC
3050
Weil Company
California
– – -6,308 Closed
120 121
122
123 124