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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 %
JWWM
3076
Johnson & White Wealth Management
Pennsylvania
– – -13,642 Closed
SPP
3077
Single Point Partners
Massachusetts
– – -13,617 Closed
MM
3078
MQS Management
New York
– – -13,261 Closed
LAM
3079
LifePro Asset Management
California
– – -13,052 Closed
CFA
3080
Compass Financial Advisors
Indiana
– – -12,845 Closed
BMCM
3081
Burns Matteson Capital Management
New York
– – -12,661 Closed
MTC
3082
Matrix Trust Company
Colorado
– – -12,518 Closed
DBG
3083
De Burlo Group
Massachusetts
– – -12,320 Closed
BWM
3084
BCS Wealth Management
Tennessee
– – -12,095 Closed
DC
3085
DeDora Capital
California
– – -12,068 Closed
HEIP
3086
Hudson Edge Investment Partners
New Jersey
– – -11,098 Closed
JWBC
3087
John W. Bristol & Co
New York
– – -11,070 Closed
LGWM
3088
Litman Gregory Wealth Management
California
– – -10,874 Closed
HHGA
3089
Halbert Hargrove Global Advisors
California
– – -10,629 Closed
GAM
3090
Grandview Asset Management
Pennsylvania
– – -10,304 Closed
CBC
3091
Coombe, Bender & Co
New York
– – -10,250 Closed
BCM
3092
BTC Capital Management
Iowa
– – -10,160 Closed
KSWA
3093
Kathleen S. Wright Associates
Pennsylvania
– – -10,000 Closed
RBCM
3094
Raub Brock Capital Management
California
– – -9,851 Closed
LCWP
3095
Legacy Capital Wealth Partners
Arkansas
– – -9,458 Closed
WHCI
3096
W.H. Cornerstone Investments
Massachusetts
– – -9,438 Closed
SICM
3097
Sustainable Insight Capital Management
New York
– – -9,300 Closed
NFP
3098
NorthLanding Financial Partners
New York
– – -9,241 Closed
CC
3099
Centiva Capital
New York
– – -8,946 Closed
NCM
3100
Next Capital Management
New York
– – -8,502 Closed
122 123
124
125 126