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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 %
CGL
1226
Clarius Group LLC
Washington
$2.1M -$32K -872 -1%
DCM
1227
Donaldson Capital Management
Indiana
$2.1M -$3.36M -91,732 -62%
SC
1228
Schulhoff & Co
Ohio
$2.09M +$3.08K +84 +0.1%
PI
1229
PFG Investments
New York
$2.09M +$51.5K +1,403 +3%
CT
1230
Colonial Trust
South Carolina
$2.09M +$43.1K +1,176 +2%
EIM
1231
Essex Investment Management
Massachusetts
$2.09M -$1.48M -40,254 -41%
PCM
1232
Princeton Capital Management
New Jersey
$2.08M -$133K -3,619 -6%
EL
1233
Essex LLC
Illinois
$2.08M -$331K -9,011 -14%
KJHP
1234
K.J. Harrison & Partners
Ontario, Canada
$2.08M +$736K +20,148 +55%
CAAS
1235
Capital Asset Advisory Services
Michigan
$2.07M +$68.1K +1,874 +3%
PWG
1236
Portside Wealth Group
Utah
$2.07M +$2.07M +56,481 New
CIA
1237
Cohen Investment Advisors
New Hampshire
$2.07M -$132K -3,596 -6%
ESB
1238
Essex Savings Bank
Connecticut
$2.07M +$54.8K +1,494 +3%
CG
1239
Cutler Group
California
$2.07M +$1.27M +34,537 +158%
SGCA
1240
Steel Grove Capital Advisors
Tennessee
$2.07M +$334K +9,118 +19%
DSC
1241
Duncker Streett & Co
Missouri
$2.06M -$4.4K -120 -0.2%
CAG
1242
Csenge Advisory Group
Florida
$2.06M -$43.9K -1,196 -2%
CHJWM
1243
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.06M -$36.6K -1,045 -2%
BTI
1244
Blue Trust Inc
Georgia
$2.05M -$429K -10,515 -17%
IAS
1245
Insigneo Advisory Services
Florida
$2.04M +$854K +23,284 +72%
BOPW
1246
Brandywine Oak Private Wealth
Pennsylvania
$2.04M -$173K -4,703 -8%
CIAS
1247
CFS Investment Advisory Services
New Jersey
$2.04M +$2.04M +55,480 New
FMTC
1248
Farmers & Merchants Trust Company
California
$2.03M -$32.1K -876 -2%
CNBTD
1249
Citizens National Bank Trust Department
Mississippi
$2.03M +$503K +13,724 +33%
ATC
1250
Adirondack Trust Company
New York
$2.03M -$5.52K -153 -0.3%
48 49
50
51 52