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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 %
NHC
1626
Nicholas Hoffman & Company
Georgia
$1.14M -$3.04K -83 -0.3%
WHC
1627
Wulff, Hansen & Co
California
$1.14M -$25.1K -685 -2%
PA
1628
Prossimo Advisors
California
$1.14M +$1.14M +31,042 New
VWA
1629
V Wealth Advisors
Kansas
$1.14M +$10.3K +282 +0.9%
LRWA
1630
Long Run Wealth Advisors
New York
$1.14M +$37.5K +1,023 +3%
MF
1631
Magnetar Financial
Illinois
$1.14M – – –
VNA
1632
Valley National Advisers
Pennsylvania
$1.14M +$8.22K +224 +0.7%
BB
1633
Berkshire Bank
Massachusetts
$1.13M -$45.6K -1,244 -4%
DFCM
1634
Dark Forest Capital Management
Puerto Rico
$1.13M +$1.13M +30,867 New
KFA
1635
Kelleher Financial Advisors
New York
$1.13M +$195K +5,325 +21%
AW
1636
Alaethes Wealth
Nevada
$1.13M +$34.3K +935 +3%
DA
1637
Detalus Advisors
Missouri
$1.13M -$62.8K -1,711 -5%
EB
1638
Exchange Bank
California
$1.12M +$1.12M +30,573 New
DBT
1639
Dubuque Bank & Trust
Iowa
$1.12M -$5.69K -155 -0.5%
SW
1640
SkyOak Wealth
Michigan
$1.12M -$236K -6,426 -17%
CAG
1641
Crestwood Advisors Group
Massachusetts
$1.12M +$38K +1,037 +4%
BHIA
1642
Birch Hill Investment Advisors
Massachusetts
$1.11M +$32.9K +897 +3%
CWP
1643
CFM Wealth Partners
Texas
$1.11M +$10.6K +289 +1%
HIA
1644
Harbor Investment Advisory
Maryland
$1.11M +$107K +2,908 +11%
IIM
1645
Ironwood Investment Management
Massachusetts
$1.1M +$182K +4,970 +20%
FFP
1646
FourThought Financial Partners
Florida
$1.1M -$64.2K -1,749 -6%
LFM
1647
Lumina Fund Management
New York
$1.1M – – –
NP
1648
NorthRock Partners
Minnesota
$1.1M +$79.9K +2,178 +8%
H
1649
HoyleCohen
California
$1.1M +$4.04K +110 +0.4%
ONST
1650
Old North State Trust
North Carolina
$1.1M – – –
64 65
66
67 68