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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 %
PFC
3176
Phocas Financial Corp
California
– – -5,000 Closed
EFL
3177
ERn Financial LLC
Wisconsin
– – -4,991 Closed
GFWA
3178
Grey Fox Wealth Advisors
Delaware
– – -4,981 Closed
NPF
3179
Norris Perne & French
Michigan
– – -4,960 Closed
AIA
3180
Armor Investment Advisors
North Carolina
– – -4,955 Closed
BMWM
3181
Brown Miller Wealth Management
Virginia
– – -4,951 Closed
AFG
3182
ABLE Financial Group
Arizona
– – -4,931 Closed
SC
3183
Sonen Capital
California
– – -4,914 Closed
HNWA
3184
Henrickson Nauta Wealth Advisors
Michigan
– – -4,904 Closed
OL
3185
Owen LaRue
Kentucky
– – -4,690 Closed
OIS
3186
Okabena Investment Services
Minnesota
– – -4,282 Closed
HT
3187
Headlands Technologies
Illinois
– – -2,942 Closed
GCM
3188
Goldstream Capital Management
Hong Kong
– – -2,907 Closed
ST
3189
Sageworth Trust
Pennsylvania
– – -2,792 Closed
FCA
3190
Fortis Capital Advisors
Kansas
– – -2,078 Closed
CCM
3191
Carderock Capital Management
Maryland
– – -1,800 Closed
CM
3192
Cornerstone Management
Georgia
– – -1,728 Closed
SSC
3193
Syverson Strege & Co
Iowa
– – -1,402 Closed
GCWM
3194
Graham Capital Wealth Management
District of Columbia
– – -1,269 Closed
CIM
3195
Chiron Investment Management
New York
– – -695 Closed
MFG
3196
Mendota Financial Group
Wisconsin
– – -624 Closed
JFG
3197
JDM Financial Group
Texas
– – -557 Closed
MIA
3198
Milestone Investment Advisors
Wisconsin
– – -502 Closed
Baillie Gifford & Co
3199
Baillie Gifford & Co
United Kingdom
– – -466 Closed
RIA
3200
Retirement Investment Advisors
Oklahoma
– – -350 Closed
125 126 127
128
129