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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 %
NCM
926
Nelson Capital Management
California
$3.48M +$911K +24,828 +36%
MWM
927
Mission Wealth Management
California
$3.46M +$35.8K +976 +1%
PCTC
928
Perkins Coie Trust Company
Washington
$3.46M +$6.46K +176 +0.2%
PWLP
929
Prio Wealth Limited Partnership
Massachusetts
$3.45M -$66.2K -1,804 -2%
RWP
930
RWA Wealth Partners
Massachusetts
$3.44M +$2.48M +67,706 +259%
KA
931
KLCM Advisors
Wisconsin
$3.44M -$124K -3,372 -3%
RCM
932
RNC Capital Management
California
$3.44M +$490K +13,359 +17%
CW
933
CreativeOne Wealth
Kansas
$3.44M +$1.14M +31,061 +50%
JSL
934
JT Stratford LLC
Georgia
$3.43M +$568K +15,475 +20%
AWA
935
Arkadios Wealth Advisors
Georgia
$3.43M +$224K +6,109 +7%
GIA
936
Gladstone Institutional Advisory
Florida
$3.43M -$749K -20,414 -18%
LG
937
Leuthold Group
Minnesota
$3.43M -$113K -3,091 -3%
MYLI
938
Meiji Yasuda Life Insurance
Japan
$3.43M -$68.9K -1,878 -2%
HCM
939
Hengehold Capital Management
Ohio
$3.42M -$25.2K -686 -0.7%
CLOS
940
Compagnie Lombard Odier SCmA
Switzerland
$3.42M +$916K +24,967 +37%
TRCT
941
Tower Research Capital (TRC)
New York
$3.41M +$4.44K +121 +0.1%
CT
942
Coastline Trust
Rhode Island
$3.4M -$152K -4,139 -4%
CB
943
Cadence Bank
Mississippi
$3.4M -$91.3K -2,490 -3%
SWMG
944
Signature Wealth Management Group
Georgia
$3.4M +$343K +9,348 +11%
MJRIC
945
Mogy Joel R Investment Counsel
California
$3.39M -$124K -3,388 -4%
BMO
946
Beck Mack & Oliver
New York
$3.39M – – –
PA
947
Parallel Advisors
California
$3.37M +$198K +5,388 +6%
HDIM
948
Hanson & Doremus Investment Management
Vermont
$3.37M -$41.1K -1,120 -1%
SIA
949
Strategic Investment Advisors
Michigan
$3.36M -$88.9K -2,423 -3%
BCM
950
Beddow Capital Management
Wyoming
$3.36M -$19.6K -535 -0.6%
36 37
38
39 40