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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 %
FAM
1101
Formidable Asset Management
Ohio
$2.49M +$857K +23,363 +52%
MSA
1102
Marino Stram & Associates
Massachusetts
$2.49M +$61.2K +1,664 +3%
RMSCM
1103
R.M. Sincerbeaux Capital Management
New York
$2.49M – – –
VIA
1104
Vickerman Investment Advisors
Washington
$2.49M +$165K +4,502 +7%
RB
1105
Rodgers Brothers
Pennsylvania
$2.48M +$50.1K +1,365 +2%
JIP
1106
Jaffetilchin Investment Partners
Florida
$2.48M +$464K +12,640 +23%
HIIFS
1107
Harel Insurance Investments & Financial Services
Israel
$2.48M +$1.04M +28,734 +72%
BC
1108
Burney Company
Virginia
$2.47M -$253K -6,886 -9%
HCM
1109
Harvey Capital Management
Florida
$2.47M +$1.89M +51,660 +327%
PHS
1110
Pekin Hardy Strauss
Illinois
$2.46M -$96.6K -2,633 -4%
CAL
1111
Capital Analysts LLC
Pennsylvania
$2.46M +$103K +2,809 +4%
MIC
1112
Meridian Investment Counsel
California
$2.46M -$36.7K -1,000 -1%
CCM
1113
Cohen Capital Management
California
$2.46M – – –
HR
1114
Howe & Rusling
New York
$2.46M -$80.7K -2,199 -3%
IB
1115
Intrust Bank
Kansas
$2.45M +$40.5K +1,103 +2%
IRAG
1116
Investment Research & Advisory Group
Georgia
$2.45M +$30K +819 +1%
CF
1117
Centaurus Financial
California
$2.44M -$1M -27,264 -29%
EFMC
1118
Empire Financial Management Company
New York
$2.44M -$55K -1,500 -2%
AG
1119
Ascent Group
Virginia
$2.44M -$118K -3,305 -5%
FFN
1120
Focus Financial Network
Minnesota
$2.43M +$116K +3,176 +5%
BHC
1121
Bowen Hanes & Co
Florida
$2.43M +$5.5K +150 +0.2%
CP
1122
Clayton Partners
California
$2.43M -$15.4K -421 -0.6%
FNBOO
1123
First National Bank of Omaha
Nebraska
$2.43M -$117K -3,203 -5%
CWM
1124
Calamos Wealth Management
Illinois
$2.42M -$47.1K -1,285 -2%
FNBTCON
1125
First National Bank & Trust Co of Newtown
Pennsylvania
$2.42M -$15.4K -419 -0.6%
43 44
45
46 47