PFE icon

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 %
BWM
1126
BerganKDV Wealth Management
Minnesota
$2.42M -$12.9K -351 -0.5%
CPA
1127
Court Place Advisors
Maryland
$2.42M -$170K -4,636 -7%
MWM
1128
Meridian Wealth Management
Kentucky
$2.42M -$136K -3,700 -5%
CAM
1129
Centre Asset Management
New York
$2.41M +$61.7K +1,682 +3%
ACG
1130
Allen Capital Group
Nebraska
$2.41M +$153K +4,164 +7%
TBA
1131
Tower Bridge Advisors
Pennsylvania
$2.41M -$4.17M -113,601 -63%
KA
1132
Keene & Associates
Texas
$2.4M +$69.7K +1,900 +3%
RCM
1133
Raleigh Capital Management
North Carolina
$2.39M +$107K +2,927 +5%
SFG
1134
SNS Financial Group
Minnesota
$2.39M +$20.7K +564 +0.9%
SLI
1135
Sumitomo Life Insurance
Japan
$2.39M -$231K -6,297 -9%
AWM
1136
Axxcess Wealth Management
California
$2.39M -$1.98M -54,100 -45%
VT
1137
Vise Technologies
New York
$2.39M +$30.6K +835 +1%
ILI
1138
Invesco LLC (Illinois)
Illinois
$2.38M +$2.38M +64,936 New
BJL
1139
Brighton Jones LLC
Washington
$2.38M +$211K +5,764 +10%
AA
1140
Apriem Advisors
California
$2.38M -$3.96K -108 -0.2%
CWS
1141
Confluence Wealth Services
Pennsylvania
$2.37M +$140K +3,822 +6%
TAM
1142
Trust Asset Management
Texas
$2.37M – – –
CWM
1143
Cornerstone Wealth Management
Missouri
$2.37M -$94.7K -2,581 -4%
NAMA
1144
Nikko Asset Management Americas
New York
$2.37M +$111K +3,020 +5%
SMC
1145
Smith, Moore & Co
Missouri
$2.36M +$63.2K +1,722 +3%
FRA
1146
Front Row Advisors
California
$2.36M +$16.5K +450 +0.7%
JE
1147
JMAC Enterprises
Pennsylvania
$2.35M +$136K +3,714 +6%
CHAM
1148
Clear Harbor Asset Management
Connecticut
$2.35M +$546K +14,883 +30%
MCA
1149
MSH Capital Advisors
Arizona
$2.35M +$305K +8,326 +15%
BHB
1150
Bank Hapoalim BM
Israel
$2.35M -$999K -27,244 -30%
44 45
46
47 48