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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 %
AWM
1476
Avior Wealth Management
Nebraska
$1.43M -$111K -3,020 -7%
BCP
1477
Blackhawk Capital Partners
Wisconsin
$1.43M +$72K +1,962 +5%
WIM
1478
Waverton Investment Management
United Kingdom
$1.43M -$49.8K -1,357 -3%
SW
1479
SteelPeak Wealth
California
$1.42M -$149K -4,065 -9%
IIC
1480
Ironwood Investment Counsel
Arizona
$1.42M -$164K -4,476 -10%
OAJ
1481
Ogorek Anthony Joseph
New York
$1.42M -$222K -6,063 -14%
GWS
1482
Glassman Wealth Services
Virginia
$1.42M +$586K +15,984 +70%
DMBA
1483
Deseret Mutual Benefit Administrators
Utah
$1.42M +$50.2K +1,368 +4%
WA
1484
WBH Advisory
Maryland
$1.42M -$86.7K -2,365 -6%
EFH
1485
Eaton Financial Holdings
Florida
$1.41M +$7.56K +206 +0.5%
BMC
1486
Benin Management Corp
Connecticut
$1.41M +$40.7K +1,109 +3%
WF
1487
Warner Financial
Maryland
$1.41M – – –
MMG
1488
Monetary Management Group
Missouri
$1.4M -$29.3K -800 -2%
TTWM
1489
TCV Trust & Wealth Management
Virginia
$1.4M -$15.1K -411 -1%
DAM
1490
Delta Asset Management
Tennessee
$1.4M +$20.8K +568 +2%
SFM
1491
Signet Financial Management
New Jersey
$1.4M -$9.5K -259 -0.7%
SAMT
1492
Select Asset Management & Trust
Pennsylvania
$1.4M -$169K -4,598 -11%
TA
1493
TCM Advisors
West Virginia
$1.4M -$1.5M – –
6F
1494
626 Financial
Michigan
$1.39M +$8.03K +219 +0.6%
PWA
1495
Providence Wealth Advisors
Illinois
$1.39M -$80.6K -2,210 -5%
IIM
1496
InTrack Investment Management
Vermont
$1.39M +$120K +3,285 +9%
HCP
1497
Hexagon Capital Partners
Arkansas
$1.38M +$103K +2,814 +8%
TF
1498
Tompkins Financial
New York
$1.38M -$78.5K -2,140 -5%
KC
1499
Kingfisher Capital
North Carolina
$1.38M +$24K +654 +2%
SW
1500
StrongBox Wealth
Missouri
$1.38M +$157K +4,272 +13%
58 59
60
61 62