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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 %
SC
3101
SRB Corp
Massachusetts
– – -8,496 Closed
SWRP
3102
Summit Wealth & Retirement Planning
California
– – -8,409 Closed
WRM
3103
Weybosset Research & Management
Rhode Island
– – -8,397 Closed
GBWM
3104
Granite Bay Wealth Management
New Hampshire
– – -8,286 Closed
AIM
3105
Aurora Investment Managers
Florida
– – -8,044 Closed
VAFP
3106
Vahanian & Associates Financial Planning
New York
– – -7,774 Closed
PW
3107
Peninsula Wealth
California
– – -7,544 Closed
RC
3108
RBO & Co
California
– – -7,400 Closed
MC
3109
Miramar Capital
Illinois
– – -7,354 Closed
VBCG
3110
Valley Brook Capital Group
Pennsylvania
– – -7,250 Closed
AWA
3111
Alta Wealth Advisors
Massachusetts
– – -7,090 Closed
TI
3112
TTP Investments
California
– – -7,028 Closed
CWA
3113
CJM Wealth Advisers
Virginia
– – -6,975 Closed
PFM
3114
Peak Financial Management
Massachusetts
– – -6,727 Closed
CIM
3115
Chapman Investment Management
California
– – -6,682 Closed
LSIA
3116
LaSalle St. Investment Advisors
Illinois
– – -6,433 Closed
AWM
3117
Alterna Wealth Management
Texas
– – -6,300 Closed
LWM
3118
Ledge Wealth Management
Minnesota
– – -6,294 Closed
PWS
3119
Precision Wealth Strategies
Missouri
– – -6,288 Closed
RW
3120
REDW Wealth
New Mexico
– – -6,176 Closed
TIA
3121
Tandem Investment Advisors
South Carolina
– – -6,137 Closed
PCM
3122
Pennsylvania Capital Management
Pennsylvania
– – -6,124 Closed
DTL
3123
Dynamic Technology Lab
Singapore
– – -6,108 Closed
DCM
3124
DGS Capital Management
New Jersey
– – -6,055 Closed
MCCP
3125
Mission Creek Capital Partners
California
– – -6,013 Closed
123 124
125
126 127