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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 %
TAIM
3051
TD Ameritrade Investment Management
Nebraska
– – -6,264 Closed
FPGK
3052
Financial Partners Group (Kansas)
Kansas
– – -6,240 Closed
BWM
3053
BCGM Wealth Management
Indiana
– – -6,209 Closed
SHA
3054
Seneca House Advisors
Virginia
– – -6,157 Closed
CFCI
3055
Comprehensive Financial Consultants Institutional
Indiana
– – -6,140 Closed
RIM
3056
Rockbridge Investment Management
New York
– – -6,102 Closed
FCM
3057
Firestone Capital Management
Florida
– – -6,064 Closed
MRWM
3058
ML&R Wealth Management
Texas
– – -6,043 Closed
OCM
3059
Objective Capital Management
Ohio
– – -6,028 Closed
DAM
3060
Doheny Asset Management
California
– – -5,997 Closed
SWM
3061
Seed Wealth Management
Illinois
– – -5,985 Closed
RFO
3062
RiverGlades Family Offices
Florida
– – -5,965 Closed
SNB
3063
Security National Bank
Nebraska
– – -5,958 Closed
SPC
3064
Stewart & Patten Company
California
– – -5,946 Closed
SWM
3065
Shakespeare Wealth Management
Wisconsin
– – -5,938 Closed
DA
3066
Doliver Advisors
Texas
– – -5,934 Closed
AWM
3067
Accel Wealth Management
Iowa
– – -5,931 Closed
5SA
3068
5th Street Advisors
Connecticut
– – -5,881 Closed
RB
3069
Renasant Bank
Mississippi
– – -5,817 Closed
MIM
3070
Merrion Investment Management
New Jersey
– – -5,816 Closed
SPA
3071
Sentinel Pension Advisors
Massachusetts
– – -5,812 Closed
WAM
3072
Walker Asset Management
Missouri
– – -5,804 Closed
SFS
3073
Summit Financial Strategies
Ohio
– – -5,796 Closed
HFS
3074
Howard Financial Services
Texas
– – -5,779 Closed
SRIM
3075
Saratoga Research & Investment Management
California
– – -5,776 Closed
121 122
123
124 125