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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 %
SVWAG
776
Sound View Wealth Advisors Group
Georgia
$4.91M +$104K +2,827 +2%
CPSAC
777
Chas P. Smith & Associates (CPS)
Florida
$4.9M -$21.8M -594,461 -82%
HVIA
778
Hudson Valley Investment Advisors
New York
$4.88M -$435K -11,853 -8%
BWS
779
Buck Wealth Strategies
Colorado
$4.88M +$511K +13,927 +12%
DA
780
Duality Advisers
Florida
$4.86M +$94.9K +2,588 +2%
JWCA
781
J.W. Cole Advisors
Florida
$4.86M -$172K -4,692 -3%
GCM
782
Garland Capital Management
Washington
$4.85M +$51.5K +1,405 +1%
FPGT
783
Financial Partners Group (Tennessee)
Tennessee
$4.83M -$199K -5,431 -4%
PMG
784
ProVise Management Group
Florida
$4.83M +$115K +3,134 +2%
CBTWT
785
Community Bank & Trust (Waco, Texas)
Texas
$4.83M -$85.9K -2,343 -2%
Kovitz Investment Group Partners
786
Kovitz Investment Group Partners
Illinois
$4.82M -$1.14M -31,149 -19%
TCM
787
Twin Capital Management
Pennsylvania
$4.81M +$460K +12,551 +11%
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.8M +$85.3K +2,326 +2%
APP
789
Avantax Planning Partners
Iowa
$4.8M +$83.9K +2,288 +2%
XI
790
XXEC Inc
Oklahoma
$4.79M -$95.4K -2,600 -2%
VF
791
Vest Financial
Virginia
$4.79M +$3.55M +96,726 +287%
BCM
792
Birmingham Capital Management
Alabama
$4.79M -$411K -11,214 -8%
WIC
793
Woodmont Investment Counsel
Tennessee
$4.78M -$52.5K -1,431 -1%
AMI
794
Amica Mutual Insurance
Rhode Island
$4.77M -$415K -11,308 -8%
RDWM
795
Red Door Wealth Management
Tennessee
$4.74M +$205K +5,582 +5%
RCAG
796
Rehmann Capital Advisory Group
Michigan
$4.74M +$686K +18,703 +17%
MFG
797
Monte Financial Group
Connecticut
$4.74M +$479K +13,072 +11%
1SB
798
1ST Source Bank
Indiana
$4.74M +$383K +10,453 +9%
AUB
799
Atlantic Union Bankshares
Virginia
$4.72M +$866K +23,607 +22%
SWM
800
SeaCrest Wealth Management
New York
$4.72M +$202K +5,512 +4%
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