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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 %
DWA
1201
Douglass Winthrop Advisors
New York
$2.2M -$77K -2,100 -3%
JWM
1202
Jeppson Wealth Management
California
$2.19M +$20.5K +560 +0.9%
FCCM
1203
First City Capital Management
Georgia
$2.18M -$19.1K -521 -0.9%
WSC
1204
Wellington Shields & Co
New York
$2.18M -$483K -13,157 -18%
ISWM
1205
Independent Solutions Wealth Management
New York
$2.17M -$116K -3,169 -5%
CA
1206
Claro Advisors
Massachusetts
$2.16M -$35.8K -976 -2%
CW
1207
Channel Wealth
California
$2.15M +$747K +20,360 +53%
RBFC
1208
Roman Butler Fullerton & Co
Missouri
$2.15M -$482K -13,235 -18%
NPA
1209
Nichols & Pratt Advisers
Massachusetts
$2.15M -$9.17K -250 -0.4%
JWM
1210
JGP Wealth Management
Oregon
$2.15M +$158K +4,316 +8%
WFG
1211
Wills Financial Group
Virginia
$2.14M +$25.2K +688 +1%
DI
1212
DFPG Investments
Utah
$2.14M +$728K +19,966 +52%
FA
1213
FDx Advisors
Illinois
$2.14M -$2.7M -73,645 -56%
PL
1214
Perpetual Ltd
Australia
$2.13M -$3.23M -88,179 -60%
MIC
1215
MU Investments Company
Japan
$2.13M -$14.4K -400 -0.7%
MA
1216
Modus Advisors
Minnesota
$2.12M +$168K +4,589 +9%
IAN
1217
Integrated Advisors Network
Texas
$2.12M +$135K +3,680 +7%
HI
1218
Harbour Investments
Wisconsin
$2.12M +$16.5K +450 +0.8%
RPC
1219
Rossmore Private Capital
Connecticut
$2.12M -$144K -3,925 -6%
NEPPG
1220
New England Professional Planning Group
Rhode Island
$2.11M +$660 +18 +0%
Hudson Bay Capital Management
1221
Hudson Bay Capital Management
Connecticut
$2.11M -$71.2M -1,942,400 -97%
DI
1222
Diligent Investors
California
$2.11M +$28.4K +775 +1%
BCM
1223
Bourgeon Capital Management
Connecticut
$2.11M +$1.36M +37,201 +183%
WDA
1224
Wendell David Associates
New Hampshire
$2.11M -$1.1K -30 -0.1%
CFGS
1225
Concourse Financial Group Securities
Alabama
$2.1M +$32.1K +875 +2%
47 48
49
50 51