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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 %
KI
1501
Keystone Investors
Singapore
$1.38M +$1.38M +37,600 New
HCM
1502
Hutchinson Capital Management
California
$1.38M -$77.7K -2,117 -5%
SFCL
1503
Strengthening Families & Communities LLC
Massachusetts
$1.38M +$196K +5,347 +17%
AW
1504
Atlas Wealth
Ohio
$1.37M -$490K -13,531 -26%
JF
1505
Jump Financial
Illinois
$1.37M +$465K +12,678 +51%
CCC
1506
Chelsea Counsel Company
California
$1.37M -$191K -5,200 -12%
ZIG
1507
Zuckerman Investment Group
Illinois
$1.37M +$110K +3,000 +9%
WTB
1508
Washington Trust Bank
Washington
$1.36M -$127K -3,459 -9%
WDC
1509
Woodward Diversified Capital
California
$1.36M +$7.23K +197 +0.5%
CG
1510
Corundum Group
Colorado
$1.36M -$192K -5,246 -12%
BWM
1511
Baystate Wealth Management
Massachusetts
$1.35M +$8.18K +223 +0.6%
HW
1512
Hedeker Wealth
Illinois
$1.35M -$614K -16,749 -31%
BLAM
1513
Bourne Lent Asset Management
New York
$1.35M – – –
CC
1514
Cadinha & Co
Hawaii
$1.35M -$18.7K -510 -1%
SCA
1515
St. Clair Advisors
Ohio
$1.34M +$229K +6,246 +21%
PCM
1516
Penserra Capital Management
California
$1.34M +$1.28M +35,044 +2,309%
I
1517
INVST
Indiana
$1.33M +$12.3K +334 +0.9%
FBC
1518
Fairfield, Bush & Co
Connecticut
$1.33M +$224K +6,100 +20%
BCG
1519
Breakwater Capital Group
New Jersey
$1.33M +$394K +10,730 +42%
FTDI
1520
First Trust Direct Indexing
Massachusetts
$1.33M -$160K -4,370 -11%
RRA
1521
Round Rock Advisors
Connecticut
$1.33M +$34.6K +944 +3%
AWA
1522
Amplius Wealth Advisors
Pennsylvania
$1.33M +$16.7K +455 +1%
CFA
1523
CWS Financial Advisors
Michigan
$1.32M +$15.9K +434 +1%
WAM
1524
WNY Asset Management
New York
$1.32M -$43.8K -1,194 -3%
RWA
1525
River Wealth Advisors
Pennsylvania
$1.32M -$91K -2,480 -6%
59 60
61
62 63