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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 %
HKIM
901
Hayek Kallen Investment Management
Alabama
$3.72M +$103K +2,813 +3%
SCP
902
Sandhill Capital Partners
New York
$3.71M -$55.4K -1,510 -1%
PCM
903
Palouse Capital Management
Washington
$3.7M +$317K +8,637 +9%
SIA
904
SeaBridge Investment Advisors
New Jersey
$3.7M -$60.4K -1,647 -2%
BB
905
Bell Bank
North Dakota
$3.69M +$52.7K +1,438 +1%
MFG
906
Merit Financial Group
Georgia
$3.69M +$1.17M +31,918 +47%
KA
907
Kovack Advisors
Florida
$3.68M +$239K +6,523 +7%
BAM
908
Boyar Asset Management
New York
$3.68M -$14.7K -400 -0.4%
SIAG
909
Signet Investment Advisory Group
Rhode Island
$3.66M +$49.3K +1,344 +1%
HC
910
Hourglass Capital
Texas
$3.65M +$1.33M +36,198 +57%
SFO
911
Stokes Family Office
Louisiana
$3.65M +$49K +1,337 +1%
LIM
912
Leavell Investment Management
Alabama
$3.65M -$164K -4,471 -4%
MCP
913
Martin Capital Partners
Oregon
$3.65M -$26.4K -720 -0.7%
LA
914
Lifeworks Advisors
Michigan
$3.65M +$569K +15,520 +18%
CCM
915
Chilton Capital Management
Texas
$3.64M +$19.1K +522 +0.5%
BTWM
916
Baker Tilly Wealth Management
Wisconsin
$3.64M +$219K +5,973 +6%
HIC
917
Holderness Investments Company
North Carolina
$3.62M -$308K -8,395 -8%
EA
918
Ellsworth Advisors
Ohio
$3.62M +$172K +4,697 +5%
FI
919
Fosun International
China
$3.59M – – –
HCA
920
Harbor Capital Advisors
Illinois
$3.58M – – –
DMKJ
921
David M. Knott Jr
$3.58M – – –
Verition Fund Management
922
Verition Fund Management
Connecticut
$3.58M +$338K +9,215 +10%
PP
923
Patten & Patten
Tennessee
$3.51M +$125K +3,408 +4%
SWM
924
Spire Wealth Management
Virginia
$3.51M -$187K -5,111 -5%
UFG
925
United Fire Group
Iowa
$3.48M – – –
35 36
37
38 39