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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 %
FFA
1601
Founders Financial Alliance
North Carolina
$1.18M +$104K +2,822 +10%
PCP
1602
Proficio Capital Partners
Massachusetts
$1.18M -$88.9K -2,423 -7%
KFGK
1603
Keystone Financial Group (Kentucky)
Kentucky
$1.18M +$1.18M +32,233 New
CBA
1604
Coastal Bridge Advisors
Connecticut
$1.18M -$106K -2,896 -8%
AA
1605
Advisory Alpha
Michigan
$1.18M +$500K +13,637 +74%
SDAM
1606
Shulman DeMeo Asset Management
New York
$1.18M -$8.69K -237 -0.7%
BCP
1607
Berkeley Capital Partners
Georgia
$1.18M +$660 +18 +0.1%
FCT
1608
First Community Trust
Iowa
$1.18M +$6.86K +187 +0.6%
IFWM
1609
Institute for Wealth Management
Colorado
$1.18M +$257 +7 +0%
BAAM
1610
Baker Avenue Asset Management
California
$1.18M -$67.9K -1,852 -5%
CA
1611
Cornerstone Advisory
Maryland
$1.17M -$147K -4,011 -11%
AI
1612
Atom Investors
Texas
$1.17M +$1.17M +31,813 New
NCM
1613
NCM Capital Management
New Jersey
$1.17M +$1.58K +43 +0.1%
HL
1614
HeadInvest LLC
Maine
$1.16M +$39.3K +1,090 +3%
RFA
1615
Resurgent Financial Advisors
Georgia
$1.16M -$10.2K -279 -0.9%
NWM
1616
Northcape Wealth Management
New York
$1.16M -$26.9K -734 -2%
CCG
1617
Chatham Capital Group
Georgia
$1.15M +$917 +25 +0.1%
MC
1618
Mathes Company
New York
$1.15M +$1.15M +31,400 New
SSI
1619
Scott & Selber Inc
Texas
$1.15M -$8.7K -237 -0.7%
CCIA
1620
Cherry Creek Investment Advisors
Colorado
$1.15M +$15.1K +412 +1%
HIC
1621
Harvey Investment Company
Kentucky
$1.15M -$18.3K -500 -2%
GA
1622
Geller Advisors
New York
$1.15M +$491K +13,375 +75%
TCPWM
1623
Traverso Chambers Private Wealth Management
California
$1.15M -$990 -27 -0.1%
SPI
1624
Santori & Peters Inc
Pennsylvania
$1.15M – – –
TCM
1625
Traynor Capital Management
Pennsylvania
$1.14M -$84.8K -2,313 -7%
63 64
65
66 67