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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 %
APWM
3126
Atlas Private Wealth Management
New York
– – -5,963 Closed
WMC
3127
Westwood Management Corporation
Illinois
– – -5,866 Closed
WWM
3128
Wagner Wealth Management
South Carolina
– – -5,825 Closed
HFRG
3129
Houlihan Financial Resource Group
Virginia
– – -5,775 Closed
CCA
3130
Cora Capital Advisors
New Jersey
– – -5,742 Closed
BWFA
3131
Baltimore-Washington Financial Advisors
Maryland
– – -5,729 Closed
PRWA
3132
Platte River Wealth Advisors
Colorado
– – -5,645 Closed
OFG
3133
Oxford Financial Group
Indiana
– – -5,638 Closed
HFA
3134
High Falls Advisors
New York
– – -5,632 Closed
ACM
3135
Ategra Capital Management
Virginia
– – -5,593 Closed
DCM
3136
Dimension Capital Management
Florida
– – -5,583 Closed
CWA
3137
Consilium Wealth Advisory
Texas
– – -5,575 Closed
DLCIG
3138
D.L. Carlson Investment Group
New Hampshire
– – -5,571 Closed
FC
3139
Financial Council
Maryland
– – -5,559 Closed
GG
3140
Greenwood Gearhart
Arkansas
– – -5,492 Closed
FWM
3141
Fingerlakes Wealth Management
New York
– – -5,461 Closed
BBP
3142
Banco BTG Pactual
Brazil
– – -5,418 Closed
CIC
3143
Cutler Investment Counsel
Oregon
– – -5,406 Closed
AFG
3144
Alterity Financial Group
Maine
– – -5,402 Closed
OGC
3145
Oak Grove Capital
New Hampshire
– – -5,400 Closed
MF
3146
Montis Financial
Massachusetts
– – -5,339 Closed
DP
3147
DDD Partners
Washington
– – -5,335 Closed
CIA
3148
Cascade Investment Advisors
Oregon
– – -5,319 Closed
TPWM
3149
Twelve Points Wealth Management
Massachusetts
– – -5,319 Closed
IWP
3150
Innova Wealth Partners
Pennsylvania
– – -5,302 Closed
124 125
126
127 128