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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 %
FFWA
1076
FRG Family Wealth Advisors
Washington
$2.56M -$181K -4,921 -7%
BFO
1077
Boston Family Office
Massachusetts
$2.56M -$10.3K -280 -0.4%
PCS
1078
Personal CFO Solutions
New Jersey
$2.56M -$37.6K -1,024 -1%
AF
1079
Advisornet Financial
Minnesota
$2.55M -$14.9K -407 -0.6%
GWMIA
1080
Global Wealth Management Investment Advisory
Florida
$2.55M +$55.4K +1,509 +2%
QCG
1081
Quadrant Capital Group
Ohio
$2.55M -$3.38K -92 -0.1%
TCA
1082
Transcend Capital Advisors
New Jersey
$2.55M +$67.3K +1,834 +3%
CB
1083
CNB Bank
Pennsylvania
$2.55M -$58.7K -1,601 -2%
CSC
1084
Caldwell Sutter Capital
California
$2.55M +$428K +11,673 +20%
MAS
1085
Meeder Advisory Services
Ohio
$2.54M -$93.8K -2,558 -4%
BCA
1086
Bay Colony Advisors
Massachusetts
$2.54M +$53.5K +1,459 +2%
SP
1087
SWS Partners
Ohio
$2.54M +$315K +8,594 +14%
CCT
1088
Chemung Canal Trust
New York
$2.54M -$70.4K -1,920 -3%
BA
1089
Bridgewater Advisors
New York
$2.53M -$3.08K -84 -0.1%
CWM
1090
Centric Wealth Management
Illinois
$2.53M +$1.99M +55,796 +370%
CIAS
1091
Capital Investment Advisory Services
North Carolina
$2.52M +$92.6K +2,524 +4%
IA
1092
IFP Advisors
Florida
$2.52M -$184K -5,009 -7%
NC
1093
NBW Capital
Massachusetts
$2.52M +$6.42K +175 +0.3%
PT
1094
Plimoth Trust
Massachusetts
$2.52M +$26.6K +725 +1%
CI
1095
Cigna Investments
Connecticut
$2.51M -$4.11K -112 -0.2%
SHFP
1096
Second Half Financial Partners
Florida
$2.51M +$2.51M +68,356 New
HH
1097
Hilltop Holdings
Texas
$2.5M -$284K -7,743 -10%
SCM
1098
Schnieders Capital Management
California
$2.5M +$80.3K +2,188 +3%
AMIM
1099
Aull & Monroe Investment Management
Alabama
$2.5M -$18.3K -500 -0.7%
CCP
1100
Clough Capital Partners
Massachusetts
$2.5M -$3.1M -84,420 -55%
42 43
44
45 46