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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 %
GCM
1151
Graham Capital Management
Connecticut
$2.35M +$2.35M +64,056 New
GH
1152
GAM Holding
Switzerland
$2.35M -$25.5K -695 -1%
BCM
1153
Boltwood Capital Management
California
$2.35M +$8.62K +235 +0.4%
SS
1154
Sunbelt Securities
Texas
$2.35M -$250K -6,814 -10%
TCBWMS
1155
Texas Capital Bank Wealth Management Services
Texas
$2.34M +$626K +17,071 +36%
KFP
1156
KMG Fiduciary Partners
Ohio
$2.34M +$385K +10,505 +20%
MCM
1157
Mengis Capital Management
Oregon
$2.34M -$29.3K -800 -1%
MCWS
1158
McKinley Carter Wealth Services
West Virginia
$2.34M +$13.2K +360 +0.6%
CG
1159
Caprock Group
Idaho
$2.34M +$64.5K +1,759 +3%
3IP
1160
3Chopt Investment Partners
Virginia
$2.33M +$276K +7,515 +13%
EI
1161
EDMP Inc
Florida
$2.33M +$18K +492 +0.8%
RC
1162
Roundview Capital
New Jersey
$2.33M +$18.3K +500 +0.8%
CICI
1163
Capital Investment Counsel Inc
North Carolina
$2.33M +$7.48K +204 +0.3%
AA
1164
Argent Advisors
Louisiana
$2.33M +$111K +3,034 +5%
CCA
1165
Checchi Capital Advisers
California
$2.32M -$181K -4,923 -7%
WAP
1166
Wealthcare Advisory Partners
Pennsylvania
$2.31M -$167K -4,565 -7%
CPA
1167
Cowen Prime Advisors
New York
$2.31M -$106K -2,900 -4%
HT
1168
Heritage Trust
Oklahoma
$2.31M +$32.8K +895 +1%
CAC
1169
Certified Advisory Corp
Florida
$2.31M -$86.8K -2,366 -4%
IAMOG
1170
Investors Asset Management of Georgia
Georgia
$2.3M +$83.6K +2,280 +4%
AIM
1171
AHL Investment Management
Florida
$2.3M +$382K +10,407 +20%
PWW
1172
Pettyjohn Wood & White
Virginia
$2.3M +$53.2K +1,450 +2%
LWA
1173
Lineweaver Wealth Advisors
Ohio
$2.3M +$43.7K +1,192 +2%
CCM
1174
Cox Capital Management
Massachusetts
$2.29M -$38.5K -1,049 -2%
FCMT
1175
Founders Capital Management (Texas)
Texas
$2.27M -$29.6K -808 -1%
45 46
47
48 49