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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 %
TNBTD
1026
Trustmark National Bank Trust Department
Mississippi
$2.82M -$215K -5,870 -7%
YIA
1027
YHB Investment Advisors
Connecticut
$2.81M -$121K -3,311 -4%
IWM
1028
IHT Wealth Management
Illinois
$2.81M -$11.2K -304 -0.4%
CCP
1029
Clarkston Capital Partners
Michigan
$2.81M -$34.1K -930 -1%
BWP
1030
Baldwin Wealth Partners
Massachusetts
$2.8M +$6.68K +182 +0.2%
MCP
1031
Mirador Capital Partners
California
$2.79M +$2.46M +67,017 +740%
AWA
1032
Arete Wealth Advisors
Illinois
$2.79M -$443K -12,079 -14%
CPIG
1033
Chicago Partners Investment Group
Illinois
$2.77M +$319K +9,028 +13%
IBOK
1034
Independence Bank of Kentucky
Kentucky
$2.77M +$11.6K +315 +0.4%
GD
1035
Grandfield & Dodd
New York
$2.75M -$171K -4,666 -6%
MAM
1036
Mystic Asset Management
Rhode Island
$2.75M – – –
UCI
1037
Uncommon Cents Investing
Wisconsin
$2.75M -$33.6K -915 -1%
HCMT
1038
Highland Capital Management (Tennessee)
Tennessee
$2.74M -$152K -4,150 -5%
TIMH
1039
Tilt Investment Management Holdings
New York
$2.74M – – –
HCM
1040
Howland Capital Management
Massachusetts
$2.73M -$17K -463 -0.6%
KHLMTHM
1041
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.72M +$2.72M +75,098 New
ECM
1042
Exchange Capital Management
Michigan
$2.72M -$95.5K -2,603 -3%
SRC
1043
Shufro Rose & Co
New York
$2.71M +$55.7K +1,519 +2%
NAM
1044
NTV Asset Management
West Virginia
$2.7M -$113K -3,069 -4%
FMAEN1
1045
Fund Management at Engine No 1
California
$2.7M +$198K +5,406 +8%
CTI
1046
Community Trust & Investment
Kentucky
$2.69M +$64.9K +1,770 +2%
ZF
1047
Zhang Financial
Michigan
$2.69M -$195K -5,327 -7%
SP
1048
Symmetry Partners
Connecticut
$2.69M +$605K +16,497 +29%
BWA
1049
BDO Wealth Advisors
Florida
$2.68M +$164K +4,464 +7%
BFIM
1050
Beese Fulmer Investment Management
Ohio
$2.68M -$101K -2,748 -4%
40 41
42
43 44