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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 %
OPCM
626
Osborne Partners Capital Management
California
$6.85M -$7.41K -202 -0.1%
XF
627
XML Financial
Maryland
$6.84M +$141K +3,852 +2%
GC
628
Globeflex Capital
California
$6.84M – – –
AAA
629
Adams Asset Advisors
Texas
$6.82M -$550K -15,008 -7%
AWM
630
Apollon Wealth Management
South Carolina
$6.78M +$309K +8,424 +5%
LCS
631
Levin Capital Strategies
New York
$6.74M -$3.74M -101,859 -36%
BIAS
632
Beacon Investment Advisory Services
New Jersey
$6.72M +$76.7K +2,092 +1%
ISB
633
Iowa State Bank
Iowa
$6.71M -$392K -10,675 -6%
IAA
634
Independent Advisor Alliance
North Carolina
$6.7M -$1.34M -36,426 -17%
FVWA
635
Foster Victor Wealth Advisors
South Carolina
$6.66M +$966K +26,495 +17%
Wolverine Trading
636
Wolverine Trading
Illinois
$6.64M +$6.31M +174,830 +1,922%
VFM
637
Viking Fund Management
North Dakota
$6.62M +$609K +16,600 +10%
SC
638
Sepio Capital
Utah
$6.6M +$53.5K +1,455 +0.8%
MYIA
639
Mount Yale Investment Advisors
Colorado
$6.59M +$225K +6,121 +4%
PVI
640
Pine Valley Investments
New Jersey
$6.58M +$4.84M +132,038 +279%
NCM
641
Narwhal Capital Management
Georgia
$6.58M -$439K -11,969 -6%
OCM
642
One Capital Management
California
$6.57M +$462K +12,609 +8%
CW
643
Connectus Wealth
Ohio
$6.56M -$17.9M -489,225 -73%
AMG
644
Advisors Management Group
Wisconsin
$6.55M +$102K +2,772 +2%
NMIMC
645
Northwestern Mutual Investment Management Company
Wisconsin
$6.53M +$59.6K +1,625 +0.9%
CTA
646
Chesley Taft & Associates
Illinois
$6.52M -$113K -3,070 -2%
LOPW
647
Live Oak Private Wealth
North Carolina
$6.44M +$219K +5,967 +4%
SFWC
648
Strategic Family Wealth Counselors
New Jersey
$6.44M -$477 -13 -0%
NEAM
649
New England Asset Management
Connecticut
$6.43M – – –
SS
650
Simplicity Solutions
Minnesota
$6.43M -$377K -10,281 -6%
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