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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 %
DIP
1401
DT Investment Partners
Pennsylvania
$1.62M +$890 +25 +0.1%
ECU
1402
Eisler Capital (US)
New York
$1.62M +$697K +19,000 +76%
CWM
1403
Concentric Wealth Management
California
$1.61M -$85.5K -2,331 -5%
BFC
1404
Blue Fin Capital
Rhode Island
$1.61M -$770 -21 -0%
CSB
1405
City State Bank
Iowa
$1.61M -$36.7K -1,000 -2%
SLWA
1406
San Luis Wealth Advisors
California
$1.6M -$87K -2,373 -5%
LI
1407
LMCG Investments
Massachusetts
$1.6M +$125K +3,420 +9%
LOAMS
1408
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.6M +$103K +2,804 +7%
ST
1409
Somerset Trust
Pennsylvania
$1.59M -$70.6K -1,924 -4%
MGWM
1410
Marks Group Wealth Management
Minnesota
$1.58M +$158K +4,312 +11%
FCA
1411
FinTrust Capital Advisors
South Carolina
$1.58M – – –
TYCC
1412
Texas Yale Capital Corp
Florida
$1.58M +$48K +1,308 +3%
CWM
1413
Congress Wealth Management
Massachusetts
$1.58M -$13.9K -379 -0.9%
BST
1414
Bath Savings Trust
Maine
$1.58M -$26.8K -731 -2%
AL
1415
Aspiriant LLC
California
$1.58M +$98K +2,673 +7%
CS
1416
Cannell & Spears
New York
$1.57M -$16.7K -454 -1%
CBOR
1417
Community Bank of Raymore
Missouri
$1.57M +$314K +8,570 +25%
HCM
1418
Hall Capital Management
Rhode Island
$1.57M -$186K -5,063 -11%
AFG
1419
AFS Financial Group
Maryland
$1.57M +$101K +2,759 +7%
BP
1420
BBR Partners
New York
$1.57M +$2.02K +55 +0.1%
ET
1421
Equitable Trust
Tennessee
$1.56M -$304K -8,282 -16%
CI
1422
Ceera Investments
Texas
$1.56M +$282K +7,675 +22%
QI
1423
Qtron Investments
Massachusetts
$1.55M -$248K -6,774 -14%
AWM
1424
Aprio Wealth Management
Georgia
$1.55M +$1.27M +34,662 +461%
MCM
1425
McMillion Capital Management
North Carolina
$1.55M -$54.3K -1,480 -3%
55 56
57
58 59