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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 %
ZB
676
Zions Bancorporation
Utah
$5.99M +$679K +18,516 +13%
PCIA
677
Prime Capital Investment Advisors
Kansas
$5.97M +$1.19M +32,408 +25%
SIA
678
Soltis Investment Advisors
Utah
$5.96M +$870K +23,728 +17%
CA
679
Clearstead Advisors
Ohio
$5.92M +$1.01M +27,544 +21%
FFA
680
First Foundation Advisors
California
$5.89M +$607K +16,553 +11%
AIM
681
Anchor Investment Management
South Carolina
$5.88M +$16.2K +442 +0.3%
CAM
682
Columbia Asset Management
Michigan
$5.85M +$231K +6,297 +4%
BL
683
BFSG LLC
California
$5.85M -$71.7K -1,956 -1%
ONB
684
Old National Bancorp
Indiana
$5.84M +$811K +22,112 +16%
SAM
685
Shell Asset Management
Netherlands
$5.83M -$750K -20,452 -11%
SCM
686
Sirios Capital Management
Massachusetts
$5.79M -$358K -9,748 -6%
PMIA
687
Patrick Mauro Investment Advisor
Illinois
$5.79M +$1.15M +31,483 +25%
TPCW
688
TD Private Client Wealth
New York
$5.78M +$280K +7,638 +5%
BOC
689
Barbara Oil Co
Illinois
$5.78M – – –
PFS
690
Prospera Financial Services
Texas
$5.77M +$1.92M +52,214 +50%
SAM
691
Sectoral Asset Management
Quebec, Canada
$5.77M – – –
LDB
692
Lee, Danner & Bass
Tennessee
$5.77M -$140K -3,810 -2%
CAM
693
Cubic Asset Management
Massachusetts
$5.73M +$48.1K +1,310 +0.8%
NRS
694
Neville Rodie & Shaw
New York
$5.72M -$55.6K -1,515 -1%
MCC
695
Money Concepts Capital
Florida
$5.71M -$18.1M -493,921 -76%
LNWWM
696
Laird Norton Wetherby Wealth Management
California
$5.71M +$333K +9,084 +6%
PI
697
PFS Investments
Georgia
$5.69M +$277K +7,550 +5%
PF
698
Phoenix Financial
Israel
$5.69M +$4.93M +135,510 +656%
CIA
699
CCM Investment Advisers
South Carolina
$5.68M -$4.54M -123,696 -44%
MA
700
Mutual Advisors
Nebraska
$5.66M +$390K +10,621 +7%
26 27
28
29 30