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Pfizer
PFE

Overview Fund Activity

3,025 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, 1,248 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,025
Holders Change
-62
Holders Change %
-2.01%
% of All Funds
47.71%
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
1,248
Closed
180
Calls
$1.71B
Puts
$2.36B
Net Calls
-$644M
Net Calls Change
-$115M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$8.55B
2
First Trust Advisors
First Trust Advisors
Illinois
$715M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$301M
5
Barclays
Barclays
United Kingdom
$478M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$7.3B
2
EWA
EP Wealth Advisors
California
$13M
3
Capital International Investors
Capital International Investors
California
$1.05B
4
Bank of America
Bank of America
North Carolina
$2.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
501
Private Asset Management
California
$10.3M -$2.01M -54,817 -16%
QOP
502
Quinn Opportunity Partners
Virginia
$10.3M +$10.3M +280,910 New
AAS
503
Avantax Advisory Services
Texas
$10.3M +$110K +3,003 +1%
WPC
504
Waters Parkerson & Co
Louisiana
$10.2M -$444K -12,109 -4%
ECM
505
Evergreen Capital Management
Washington
$10.2M +$424K +11,568 +4%
SAM
506
Sabadell Asset Management
Spain
$10.1M +$1.13M +30,704 +12%
LM
507
Lincluden Management
Ontario, Canada
$10.1M -$36.3K -990 -0.4%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$10.1M +$2.75M +74,849 +37%
BC
509
Bartlett & Co
Ohio
$10.1M +$2.75M +74,849 +37%
WB
510
WesBanco Bank
West Virginia
$10.1M +$317K +8,631 +3%
BAM
511
Bell Asset Management
Australia
$10.1M +$854K +23,284 +9%
WP
512
Woodline Partners
California
$10.1M -$1.42M -38,578 -12%
NIM
513
Northeast Investment Management
Massachusetts
$10.1M -$304K -8,280 -3%
NMERB
514
New Mexico Educational Retirement Board
New Mexico
$10M +$473K +12,900 +5%
DWM
515
Dakota Wealth Management
Florida
$9.98M +$2.62M +71,450 +36%
SB
516
Simmons Bank
Arkansas
$9.95M +$670K +18,263 +7%
WTC
517
WhitTier Trust Company
Nevada
$9.94M -$63.3K -1,726 -0.6%
BFA
518
Bragg Financial Advisors
North Carolina
$9.9M +$411K +11,194 +4%
EWM
519
Edge Wealth Management
New York
$9.87M +$341K +9,292 +4%
LCM
520
LVM Capital Management
Michigan
$9.86M +$956K +26,072 +11%
SFA
521
Sequoia Financial Advisors
Ohio
$9.65M -$187K -5,099 -2%
BHWM
522
Bar Harbor Wealth Management
New Hampshire
$9.54M +$329K +8,956 +4%
FFIC
523
First Fiduciary Investment Counsel
Ohio
$9.52M +$1.53M +41,816 +19%
KPWS
524
Kestra Private Wealth Services
Texas
$9.52M +$1.46M +39,934 +18%
BWL
525
Bogart Wealth LLC
Virginia
$9.49M +$108K +2,935 +1%
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