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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 %
AGC
851
Aspen Grove Capital
Colorado
$4.17M +$43.1K +1,176 +1%
PSP
852
Principal Street Partners
Tennessee
$4.17M -$142K -3,881 -3%
EWA
853
Exencial Wealth Advisors
Oklahoma
$4.16M +$30.2K +823 +0.7%
MAA
854
Matrix Asset Advisors
New York
$4.16M +$4.16M +113,474 New
EAM
855
Eagle Asset Management
Florida
$4.16M -$4.51M -123,089 -52%
FNT
856
First National Trust
Pennsylvania
$4.15M -$208K -5,669 -5%
AOWM
857
Alpha Omega Wealth Management
Virginia
$4.15M -$31.3K -852 -0.7%
JCM
858
Jacobi Capital Management
Pennsylvania
$4.13M +$34.4K +937 +0.8%
BG
859
Bahl & Gaynor
Ohio
$4.12M +$11.2K +305 +0.3%
OHIS
860
Oak Harvest Investment Services
Texas
$4.12M +$3.17M +86,474 +334%
ST
861
Smithfield Trust
Pennsylvania
$4.12M -$416K -11,326 -9%
GFA
862
Gifford Fong Associates
California
$4.09M – – –
FM
863
Family Management
New York
$4.09M +$11.9K +324 +0.3%
FSA
864
Fort Sheridan Advisors
Illinois
$4.06M +$237K +6,465 +6%
CCG
865
Cypress Capital Group
Florida
$4.06M -$1.27M -34,488 -24%
GRP
866
Global Retirement Partners
California
$4.06M +$430K +11,735 +12%
EAM
867
EdenTree Asset Management
United Kingdom
$4.05M +$4.05M +110,559 New
MCM
868
Monarch Capital Management
Indiana
$4.03M +$57.4K +1,565 +1%
LIM
869
Longfellow Investment Management
Massachusetts
$4.03M +$2.87M +78,210 +247%
GFG
870
Greystone Financial Group
Michigan
$4.03M -$2.12M -57,740 -34%
BE
871
Bonness Enterprises
District of Columbia
$4.02M +$847K +23,100 +27%
GCA
872
Guardian Capital Advisors
Ontario, Canada
$3.98M -$40.8K -1,133 -1%
RBC
873
Romano Brothers & Co
Illinois
$3.97M -$57.3K -1,561 -1%
JAG
874
Journey Advisory Group
Kentucky
$3.97M -$372K -10,136 -9%
HWM
875
Hohimer Wealth Management
Washington
$3.96M -$76.4K -2,082 -2%
33 34
35
36 37