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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 %
PIM
951
Penobscot Investment Management
Massachusetts
$3.34M -$18.3K -500 -0.5%
PL
952
Plancorp LLC
Missouri
$3.34M -$2.44M -66,553 -42%
PFSC
953
Peoples Financial Services Corp
Pennsylvania
$3.34M -$57K -1,555 -2%
IPW
954
Inlet Private Wealth
Florida
$3.34M -$171K -4,649 -5%
FWM
955
Focused Wealth Management
New York
$3.32M +$569K +15,519 +21%
Twin Tree Management
956
Twin Tree Management
Texas
$3.32M +$1.78M +48,489 +115%
SSB
957
Sandy Spring Bank
Maryland
$3.32M -$203K -5,536 -6%
ANTB
958
AMG National Trust Bank
Colorado
$3.31M -$296K -8,072 -8%
LA
959
Legacy Advisors
Pennsylvania
$3.31M +$945K +25,775 +40%
NW
960
NewEdge Wealth
Pennsylvania
$3.29M -$2.72M -74,107 -45%
SA
961
Shilanski & Associates
Alaska
$3.28M +$89.3K +2,435 +3%
AC
962
Abbrea Capital
California
$3.28M +$17.1K +466 +0.5%
DIA
963
Dana Investment Advisors
Wisconsin
$3.27M -$14.7K -402 -0.4%
AAIM
964
Asset Advisors Investment Management
Georgia
$3.27M -$128K -3,500 -4%
FPB
965
First PREMIER Bank
South Dakota
$3.26M -$22.6K -617 -0.7%
SCM
966
Silvant Capital Management
Georgia
$3.25M -$519K -14,143 -14%
WAOTB
967
Wealth Advisors of Tampa Bay
Florida
$3.24M +$23.6K +643 +0.7%
WFMPM
968
Woodley Farra Manion Portfolio Management
Indiana
$3.24M -$55.5K -1,514 -2%
JHCP
969
Jackson Hole Capital Partners
Oklahoma
$3.23M -$115K -3,140 -3%
GWM
970
GSB Wealth Management
Connecticut
$3.23M +$1.32M +35,867 +69%
BHA
971
Beech Hill Advisors
New York
$3.23M +$86.7K +2,365 +3%
TFA
972
Transamerica Financial Advisors
Florida
$3.21M +$83.7K +2,282 +3%
FCH
973
Freestone Capital Holdings
Washington
$3.21M -$39.5K -1,077 -1%
RCA
974
Resonant Capital Advisors
Wisconsin
$3.19M +$24.5K +668 +0.8%
GP
975
Greenline Partners
New York
$3.18M -$100K -2,733 -3%
37 38
39
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