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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 %
SFS
1301
Stiles Financial Services
Minnesota
$1.89M -$85K -2,318 -4%
FHA
1302
Flagship Harbor Advisors
Massachusetts
$1.89M -$386K -10,514 -17%
PFS
1303
Physicians Financial Services
North Carolina
$1.89M -$9.17K -250 -0.5%
MCIA
1304
Mountain Capital Investment Advisors
Colorado
$1.88M -$118K -3,148 -6%
GEA
1305
Glen Eagle Advisors
New Jersey
$1.88M +$191K +5,198 +11%
GCP
1306
Garda Capital Partners
Minnesota
$1.88M +$344K +9,382 +22%
DFA
1307
Delta Financial Advisors
Louisiana
$1.87M +$229K +6,236 +14%
ACI
1308
Alpha Cubed Investments
California
$1.87M -$9.9M -269,902 -84%
CWM
1309
Cordatus Wealth Management
Pennsylvania
$1.87M +$1.87M +51,071 New
AO
1310
Advisor OS
Illinois
$1.87M -$22.9K -625 -1%
WPP
1311
Whalerock Point Partners
Rhode Island
$1.86M +$10.1K +276 +0.5%
CWP
1312
Cyndeo Wealth Partners
Florida
$1.85M -$32.6K -888 -2%
CD
1313
Chapin Davis
Maryland
$1.85M +$333K +9,091 +22%
GL
1314
Graypoint LLC
New York
$1.85M -$124K -3,390 -6%
MFA
1315
Mayflower Financial Advisors
Massachusetts
$1.84M -$318K -8,680 -15%
IW
1316
Imprint Wealth
South Carolina
$1.84M +$172K +4,707 +10%
VA
1317
Valmark Advisers
Ohio
$1.84M -$42.3K -1,154 -2%
WHG
1318
Westwood Holdings Group
Texas
$1.84M +$340K +9,275 +23%
LCM
1319
Lynwood Capital Management
Ontario, Canada
$1.83M +$1.83M +50,000 New
AIM
1320
Athena Investment Management
California
$1.83M +$18.6K +508 +1%
WBC
1321
Westpac Banking Corp
Australia
$1.83M -$36.6M -998,441 -95%
PAM
1322
Palisade Asset Management
Minnesota
$1.83M +$11K +300 +0.6%
DDC
1323
DF Dent & Co
Maryland
$1.83M -$662K -18,049 -27%
EA
1324
Eudaimonia Advisors
Tennessee
$1.82M -$30.6K -833 -2%
PAM
1325
Paradigm Asset Management
New York
$1.82M +$191K +5,200 +12%
51 52
53
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