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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
+$520M
2
First Trust Advisors
First Trust Advisors
Illinois
+$329M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$266M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$245M
5
Barclays
Barclays
United Kingdom
+$237M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.19B
2
EWA
EP Wealth Advisors
California
-$1.15B
3
Capital International Investors
Capital International Investors
California
-$1B
4
Bank of America
Bank of America
North Carolina
-$190M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
601
Stratos Wealth Partners
Ohio
$7.45M +$413K +11,269 +6%
CCM
602
Cutler Capital Management
Massachusetts
$7.44M +$1.17M +31,964 +19%
KRSITF
603
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.43M +$107K +2,916 +1%
FMC
604
First Merchants Corp
Indiana
$7.41M -$1.43K -39 -0%
CIC
605
Carnegie Investment Counsel
Ohio
$7.4M +$426K +11,627 +6%
GCA
606
Greenwood Capital Associates
South Carolina
$7.39M +$776K +21,148 +12%
BTCPP
607
Border to Coast Pensions Partnership
United Kingdom
$7.38M – – –
AWAG
608
ARS Wealth Advisors Group
Florida
$7.33M +$307K +8,376 +4%
Walleye Trading
609
Walleye Trading
New York
$7.29M -$4.9M -133,609 -40%
SWM
610
Stockman Wealth Management
Montana
$7.28M +$374K +10,184 +5%
LBC
611
Lowe Brockenbrough & Co
Virginia
$7.25M +$1.28M +34,837 +21%
GWM
612
Geneos Wealth Management
Colorado
$7.22M +$5.41M +147,356 +298%
PFO
613
Pathstone Family Office
New Jersey
$7.21M +$3.87K +102 +0.1%
FMWA
614
Forvis Mazars Wealth Advisors
Missouri
$7.16M +$1.53M +41,661 +27%
CA
615
Continental Advisors
Utah
$7.14M +$1.2M +32,800 +20%
VAS
616
Vestmark Advisory Solutions
Massachusetts
$7.13M -$94.6K -2,578 -1%
CEI
617
Clark Estates Inc
New York
$7.11M +$347K +9,450 +5%
LA
618
Lynch & Associates
Indiana
$7.1M -$176K -4,804 -2%
MIA
619
MainStreet Investment Advisors
Illinois
$7.07M -$173K -4,727 -2%
FCBT
620
First Citizens Bank & Trust
North Carolina
$7.01M +$1.24M +33,754 +21%
BIA
621
Barry Investment Advisors
Massachusetts
$6.99M -$104K -2,826 -1%
ANBT
622
American National Bank & Trust
Texas
$6.97M -$2.18M -59,373 -24%
HAI
623
Hennessy Advisors Inc
California
$6.95M -$326K -8,900 -4%
AA
624
Ancora Advisors
Ohio
$6.87M +$93.8K +2,558 +1%
EF
625
Empirical Finance
Pennsylvania
$6.87M +$1.12M +30,633 +20%
23 24
25
26 27