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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 %
EM
701
Excalibur Management
Massachusetts
$5.66M +$28.2K +770 +0.5%
BBA
702
BLB&B Advisors
Pennsylvania
$5.66M -$217K -5,909 -4%
CIC
703
Canal Insurance Company
South Carolina
$5.66M – – –
PAS
704
Park Avenue Securities
New York
$5.65M -$712K -19,422 -11%
CDH
705
Charles D. Hyman
$5.65M -$1.83K -50 -0%
FIA
706
Foundations Investment Advisors
Arizona
$5.64M +$1.46M +39,750 +35%
GI
707
GAMCO Investors
Connecticut
$5.64M -$140K -3,816 -2%
LFAS
708
Level Four Advisory Services
Texas
$5.63M +$81.5K +2,221 +1%
GCC
709
Game Creek Capital
Massachusetts
$5.63M +$459K +12,500 +9%
IPAM
710
ICICI Prudential Asset Management
India
$5.63M +$2.84M +77,300 +102%
AC
711
Addenda Capital
Quebec, Canada
$5.62M +$1.22M +33,182 +28%
AHC
712
Adell Harriman & Carpenter
Texas
$5.59M +$259K +7,077 +5%
MNBTD
713
Moody National Bank Trust Division
Texas
$5.57M +$95.3K +2,599 +2%
JIC
714
Johnson Investment Counsel
Ohio
$5.56M -$342K -9,318 -6%
RHAM
715
Round Hill Asset Management
California
$5.55M -$78.9K -2,150 -1%
PCA
716
Providence Capital Advisors
North Carolina
$5.54M +$33K +900 +0.6%
EH
717
Equitable Holdings
New York
$5.53M +$696K +18,962 +14%
TW
718
TrinityPoint Wealth
Connecticut
$5.53M +$2.37M +64,669 +75%
RIL
719
Rothschild Investment LLC
Illinois
$5.53M +$14.7K +402 +0.3%
NB
720
NBT Bank
New York
$5.52M -$188K -5,128 -3%
MCM
721
Marathon Capital Management
Maryland
$5.5M +$57.3K +1,561 +1%
EFIC
722
Eliot Finkel Investment Counsel
California
$5.44M +$53.7K +1,465 +1%
BFEC
723
Benjamin F. Edwards & Company
Missouri
$5.42M -$85.5K -2,330 -2%
AWCI
724
Alpine Woods Capital Investors
New York
$5.41M +$2.74M +74,675 +102%
LIA
725
LS Investment Advisors
Michigan
$5.41M -$1.24M -33,707 -19%
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