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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 %
BCM
551
Brookstone Capital Management
Illinois
$8.53M +$4.97M +139,895 +140%
KFP
552
Keystone Financial Planning
Ohio
$8.52M +$522K +14,231 +7%
Wealthfront Advisers
553
Wealthfront Advisers
California
$8.47M +$303K +8,274 +4%
IC
554
IEQ Capital
California
$8.46M +$449K +12,240 +6%
PI
555
PGGM Investments
Netherlands
$8.46M -$2.94M -80,126 -26%
CC
556
Cannell & Co
New York
$8.41M -$237K -6,455 -3%
DWP
557
Daymark Wealth Partners
Ohio
$8.41M +$6.09M +166,111 +263%
LS
558
Livforsakringsbolaget Skandia
Sweden
$8.39M -$832K -22,700 -9%
BBHC
559
Brown Brothers Harriman & Co
New York
$8.38M -$38K -1,036 -0.5%
SCP
560
Stamos Capital Partners
California
$8.33M +$966K +26,330 +13%
TAIM
561
Te Ahumairangi Investment Management
New Zealand
$8.33M +$846K +23,050 +11%
SYBT
562
Stock Yards Bank & Trust
Kentucky
$8.32M -$548K -14,933 -6%
DWM
563
Dorchester Wealth Management
Quebec, Canada
$8.3M +$189K +5,150 +2%
WF
564
WoodTrust Financial
Wisconsin
$8.24M +$271K +7,394 +3%
LW
565
Linscomb Wealth
Texas
$8.23M -$305K -8,303 -4%
SWS
566
SYSTM Wealth Solutions
Illinois
$8.23M +$626K +17,059 +8%
MGP
567
Metis Global Partners
California
$8.22M -$134K -3,659 -2%
NEI
568
Northwest & Ethical Investments
Ontario, Canada
$8.2M +$2.42M +65,941 +42%
QCM
569
Quantinno Capital Management
New York
$8.18M +$934K +25,461 +13%
BMCM
570
Bryn Mawr Capital Management
Pennsylvania
$8.07M +$444K +12,114 +6%
AAIM
571
American Assets Investment Management
California
$8.07M – – –
SAM
572
Strategy Asset Managers
California
$8.07M +$576K +15,697 +8%
RWA
573
Ropes Wealth Advisors
Massachusetts
$8.07M +$273K +7,439 +4%
API
574
Advisor Partners II
California
$8.06M +$590K +16,076 +8%
GIM
575
Goelzer Investment Management
Indiana
$8.06M +$763K +20,813 +10%
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