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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 %
EWM
726
Executive Wealth Management
Michigan
$5.37M +$61K +1,664 +1%
SMI
727
Shelter Mutual Insurance
Missouri
$5.35M – – –
AAMA
728
Advanced Asset Management Advisors
Ohio
$5.34M -$6.9K -188 -0.1%
LFA
729
LGT Financial Advisors
Texas
$5.34M +$576K +15,714 +12%
HI
730
Horizon Investments
North Carolina
$5.33M -$143K -3,930 -3%
GIM
731
Grassi Investment Management
California
$5.32M -$238K -6,500 -4%
CSPIA
732
Cary Street Partners Investment Advisory
Virginia
$5.31M +$111K +3,026 +2%
TIM
733
Thompson Investment Management
Wisconsin
$5.29M +$425K +11,577 +9%
LPT
734
Legacy Private Trust
Wisconsin
$5.29M -$22.5K -613 -0.4%
HAIM
735
Hunter Associates Investment Management
Pennsylvania
$5.28M -$8.33K -227 -0.2%
MBTD
736
Mechanics Bank - Trust Department
California
$5.27M -$83.4K -2,273 -2%
BHPW
737
Beverly Hills Private Wealth
California
$5.26M +$2.2M +62,835 +72%
SA
738
Strategic Advisors
New York
$5.26M -$265K -7,228 -5%
1IA
739
1834 Investment Advisors
Wisconsin
$5.24M -$271K -7,396 -5%
PRC
740
Pearl River Capital
Michigan
$5.23M +$5.23M +142,696 New
VIM
741
Vinva Investment Management
Australia
$5.22M -$515K -14,260 -9%
Group One Trading
742
Group One Trading
Illinois
$5.22M +$3.14M +85,609 +151%
BOH
743
Bank of Hawaii
Hawaii
$5.19M -$144K -3,929 -3%
AAM
744
AR Asset Management
California
$5.19M – – –
KS
745
Karpas Strategies
Connecticut
$5.18M +$25.3K +691 +0.5%
MIM
746
Marco Investment Management
Georgia
$5.18M -$324K -8,823 -6%
CIA
747
Choate Investment Advisors
Massachusetts
$5.17M +$24.6K +671 +0.5%
CRI
748
Commonwealth Retirement Investments
Virginia
$5.15M +$423K +11,539 +9%
LIP
749
Liontrust Investment Partners
United Kingdom
$5.15M -$11.7M -317,761 -69%
FLAM
750
First Light Asset Management
Minnesota
$5.14M -$48.1K -1,312 -0.9%
28 29
30
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