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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 %
CC
801
Courier Capital
New York
$4.69M +$365K +9,941 +8%
BSW
802
Buckingham Strategic Wealth
Missouri
$4.67M -$113K -3,077 -2%
EWM
803
Endurance Wealth Management
Rhode Island
$4.67M -$25.7K -701 -0.5%
MWM
804
Modera Wealth Management
New Jersey
$4.66M +$1.93M +52,600 +71%
HSA
805
HBK Sorce Advisory
Pennsylvania
$4.65M +$589K +16,062 +14%
WKWM
806
Walter & Keenan Wealth Management
Indiana
$4.65M -$122K -3,320 -3%
JC
807
JB Capital
Connecticut
$4.65M +$154K +4,197 +3%
WA
808
Waverly Advisors
Alabama
$4.64M +$3.34M +91,007 +256%
EIA
809
Eastover Investment Advisors
North Carolina
$4.64M +$45.6K +1,243 +1%
RMAM
810
Raab & Moskowitz Asset Management
New Jersey
$4.64M -$40.2K -1,096 -0.9%
WC
811
Woodstock Corp
Massachusetts
$4.64M -$272K -7,405 -6%
AF
812
Ally Financial
Michigan
$4.59M +$4.59M +125,000 New
LNC
813
Lincoln National Corp
Pennsylvania
$4.58M +$117K +3,181 +3%
FNB
814
Farmers National Bank
Kentucky
$4.56M -$48.7K -1,327 -1%
GWM
815
Greenwich Wealth Management
Connecticut
$4.55M +$16.1K +438 +0.4%
OIA
816
OneDigital Investment Advisors
Kansas
$4.55M -$201K -5,477 -4%
MA
817
Montag & Associates
Georgia
$4.54M +$26.6K +726 +0.6%
WANY
818
Wealthspire Advisors (New York)
New York
$4.54M -$169K -4,600 -4%
GVAG
819
Great Valley Advisor Group
Delaware
$4.54M +$175K +4,759 +4%
ZCM
820
Ziegler Capital Management
Illinois
$4.51M -$1.21M -32,897 -21%
Dodge & Cox
821
Dodge & Cox
California
$4.51M -$18.3K -500 -0.4%
APSI
822
Asset Planning Services Inc
Louisiana
$4.48M -$57K -1,555 -1%
SMFG
823
Sumitomo Mitsui Financial Group
Japan
$4.48M +$144K +3,932 +3%
PIMJS
824
PKO Investment Management Joint-Stock
Poland
$4.46M – – –
BCM
825
Brooktree Capital Management
Michigan
$4.45M -$155K -4,228 -3%
31 32
33
34 35