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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 %
STA
1176
Summit Trail Advisors
New York
$2.27M +$476K +12,971 +27%
ANB
1177
Amarillo National Bank
Texas
$2.27M -$154K -4,210 -6%
VST
1178
Van Strum & Towne
California
$2.26M +$12.3K +336 +0.5%
HI
1179
Humankind Investments
New York
$2.25M +$83.6K +2,279 +4%
DPIM
1180
Duff & Phelps Investment Management
Illinois
$2.25M +$27.5K +750 +1%
FFM
1181
Forum Financial Management
Illinois
$2.25M +$253K +6,884 +13%
WPW
1182
Waldron Private Wealth
Pennsylvania
$2.25M -$127K -3,460 -5%
FBT
1183
First Bank & Trust
South Dakota
$2.25M +$384K +10,471 +21%
GIM
1184
Guardian Investment Management
California
$2.23M -$756K -20,606 -25%
BWAM
1185
Boyd Watterson Asset Management
Ohio
$2.23M +$697 +19 +0%
CNFG
1186
Creegan & Nassoura Financial Group
New Hampshire
$2.23M +$899K +24,510 +68%
LSAG
1187
Lake Street Advisors Group
New Hampshire
$2.23M +$315K +8,592 +16%
FGP
1188
Foyston, Gordon, & Payne
Ontario, Canada
$2.22M -$39.2K -1,068 -2%
EWM
1189
Empirical Wealth Management
Washington
$2.22M -$2.24M -61,143 -50%
DA
1190
DCM Advisors
New York
$2.22M -$1.43K -39 -0.1%
OPW
1191
Oxler Private Wealth
New York
$2.22M +$23.2K +633 +1%
RSWM
1192
Robertson Stephens Wealth Management
California
$2.21M -$144K -3,927 -6%
BCM
1193
Bayesian Capital Management
New York
$2.21M +$1.31M +35,800 +146%
CCA
1194
Cobblestone Capital Advisors
New York
$2.21M -$52.7K -1,436 -2%
NFG
1195
Nations Financial Group
Iowa
$2.21M -$1.21M -32,883 -35%
VHAM
1196
Van Hulzen Asset Management
California
$2.21M +$290K +7,903 +15%
AC
1197
AlphaCore Capital
California
$2.2M +$1.24M +33,831 +129%
GP
1198
Girard Partners
Pennsylvania
$2.2M +$25.6K +697 +1%
SWM
1199
Sculati Wealth Management
Michigan
$2.2M +$20.1K +548 +0.9%
CFMC
1200
Curbstone Financial Management Corp
New Hampshire
$2.2M -$8.07K -220 -0.4%
46 47
48
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