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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 %
DWT
1001
Dorsey & Whitney Trust
South Dakota
$2.98M -$17.2K -468 -0.6%
ICM
1002
IMS Capital Management
Oregon
$2.98M +$539K +14,684 +22%
FWM
1003
Finer Wealth Management
Massachusetts
$2.98M +$54.6K +1,489 +2%
NERM
1004
New England Research & Management
Illinois
$2.96M +$208K +5,675 +8%
4WM
1005
44 Wealth Management
Oregon
$2.96M +$48.9K +1,332 +2%
WI
1006
Wahed Invest
New York
$2.96M +$299K +8,152 +11%
BFA
1007
Bill Few Associates
Pennsylvania
$2.95M +$81.6K +2,225 +3%
LC
1008
Lindbrook Capital
California
$2.94M +$70.2K +1,915 +2%
IF
1009
Intrua Financial
Texas
$2.93M +$720K +19,642 +33%
IAG
1010
Investmark Advisory Group
Connecticut
$2.91M +$32.7K +892 +1%
SBIA
1011
Sheaff Brock Investment Advisors
Indiana
$2.9M -$91K -2,480 -3%
MOS
1012
MGO One Seven
Ohio
$2.9M -$522K -14,224 -15%
WAM
1013
Werlinich Asset Management
Connecticut
$2.89M +$69.7K +1,900 +2%
WCM
1014
Windward Capital Management
California
$2.89M -$1.87K -51 -0.1%
BG
1015
Bollard Group
Massachusetts
$2.88M +$17.2K +468 +0.6%
LWCFA
1016
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.87M -$122K -3,313 -4%
CGIM
1017
Capital Group Investment Management
Singapore
$2.87M -$10.3M -281,222 -78%
TFS
1018
Thoroughbred Financial Services
Tennessee
$2.87M -$184K -5,006 -6%
LA
1019
LVW Advisors
New York
$2.86M -$336K -9,173 -11%
KFI
1020
Key Financial Inc
Pennsylvania
$2.86M -$17.2K -469 -0.6%
OIM
1021
Opus Investment Management
Massachusetts
$2.86M – – –
RA
1022
RFG Advisory
Alabama
$2.86M +$123K +3,344 +4%
RPA
1023
Rock Point Advisors
Vermont
$2.84M +$77.4K +2,110 +3%
OC
1024
Oakworth Capital
Alabama
$2.83M +$19.6K +533 +0.7%
PCM
1025
Poehling Capital Management
Wisconsin
$2.83M +$554K +15,097 +24%
39 40
41
42 43