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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 %
M
651
MOTCO
Texas
$6.41M +$5.26M +143,326 +457%
JAM
652
Jupiter Asset Management
United Kingdom
$6.39M -$12.9M -352,042 -67%
SFS
653
Sowell Financial Services
Arkansas
$6.37M +$1.24M +33,836 +24%
WSFS
654
Wilmington Savings Fund Society
Delaware
$6.37M -$11.4K -311 -0.2%
WSTAM
655
Wilbanks Smith & Thomas Asset Management
Virginia
$6.36M -$693K -18,902 -10%
PWM
656
Perigon Wealth Management
California
$6.32M +$3.91M +106,516 +162%
KIA
657
KCM Investment Advisors
California
$6.3M -$248K -6,749 -4%
CA
658
Commerzbank Aktiengesellschaft
Germany
$6.3M +$3.58M +97,481 +131%
CGH
659
Crossmark Global Holdings
Texas
$6.27M +$666K +18,474 +12%
RMC
660
Resources Management Corp
Connecticut
$6.27M +$6.21M +169,289 +11,101%
BFG
661
Bleakley Financial Group
New Jersey
$6.26M +$279K +7,607 +5%
RBA
662
Richard Bernstein Advisors
New York
$6.22M -$500K -13,629 -7%
CK
663
Cohen Klingenstein
New York
$6.21M +$73 +2 +0%
AIMCA
664
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.19M – – –
SIG
665
Stonegate Investment Group
Alabama
$6.19M +$38.7K +1,056 +0.6%
BCM
666
Buckhead Capital Management
Georgia
$6.18M -$16.4K -447 -0.3%
FB
667
Fulton Bank
Pennsylvania
$6.17M +$263K +7,182 +4%
SGC
668
Slocum, Gordon & Co
Rhode Island
$6.15M -$174K -4,757 -3%
GA
669
GFS Advisors
Texas
$6.11M +$705K +19,215 +13%
BWM
670
Buckley Wealth Management
Nevada
$6.11M +$138K +3,770 +2%
SPC
671
Sigma Planning Corp
Michigan
$6.06M -$1.08M -29,477 -15%
CB
672
Community Bank
New York
$6.05M -$84K -2,289 -1%
AIA
673
Allied Investment Advisors
Montana
$6.02M +$272K +7,404 +5%
AM
674
Atwater Malick
Pennsylvania
$6.01M +$282K +7,683 +5%
CCM
675
Coldstream Capital Management
Washington
$5.99M +$47.1K +1,285 +0.8%
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