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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 %
MWM
1426
Madison Wealth Management
Ohio
$1.55M -$25.2K -687 -2%
CCWM
1427
Cassaday & Co Wealth Management
Virginia
$1.54M -$121K -3,289 -7%
MCM
1428
McRae Capital Management
New Jersey
$1.54M +$11K +300 +0.7%
CANY
1429
Caxton Associates (New York)
New York
$1.54M +$1.54M +41,975 New
WAM
1430
Wolverine Asset Management
Illinois
$1.54M -$586K -15,972 -28%
CIA
1431
Cladis Investment Advisory
Montana
$1.53M -$19K -518 -1%
PFBT
1432
Parkside Financial Bank & Trust
Missouri
$1.53M +$49.3K +1,345 +3%
HI
1433
Hendershot Investments
Virginia
$1.53M -$13.8K -375 -0.9%
EW
1434
Evoke Wealth
California
$1.53M +$62.7K +1,708 +4%
AWP
1435
Ascent Wealth Partners
New York
$1.53M +$56.1K +1,530 +4%
TA
1436
TruWealth Advisors
Louisiana
$1.53M -$57.8K -1,576 -4%
ZIC
1437
ZWJ Investment Counsel
Georgia
$1.53M -$49.7K -1,356 -3%
PCG
1438
Prosperity Consulting Group
Maryland
$1.52M -$67.3K -1,836 -4%
SCI
1439
S&CO Inc
Massachusetts
$1.52M +$311K +8,487 +26%
BWA
1440
Blodgett Wealth Advisors
California
$1.52M +$1.87K +51 +0.1%
CBT
1441
CoreFirst Bank & Trust
Kansas
$1.51M -$85.3K -2,326 -5%
WA
1442
Wealth Alliance
New York
$1.51M +$18.7K +509 +1%
FAIM
1443
Financial Advocates Investment Management
Washington
$1.51M +$17.8K +484 +1%
NF
1444
Nikulski Financial
Iowa
$1.51M +$97.3K +2,652 +7%
AT
1445
Arden Trust
Delaware
$1.51M -$559K -15,256 -27%
PTP
1446
Platform Technology Partners
New York
$1.5M -$689K -19,133 -31%
BDS
1447
Banco de Sabadell
Florida
$1.5M -$50.9K -1,386 -3%
AWM
1448
Aries Wealth Management
Maine
$1.5M +$39K +1,064 +3%
BAM
1449
Byrne Asset Management
New Jersey
$1.5M +$27.5K +750 +2%
WCM
1450
Weik Capital Management
Pennsylvania
$1.49M +$53.2K +1,450 +4%
56 57
58
59 60