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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 %
NFG
1651
Nadler Financial Group
Illinois
$1.1M -$3.74K -102 -0.3%
KMWM
1652
Keudell/Morrison Wealth Management
Oregon
$1.09M -$132K -3,607 -11%
GLA
1653
Good Life Advisors
Pennsylvania
$1.09M +$64.4K +1,756 +6%
BFC
1654
Bedel Financial Consulting
Indiana
$1.09M +$57.6K +1,571 +6%
EWS
1655
Evergreen Wealth Solutions
Pennsylvania
$1.09M +$32.1K +875 +3%
SAG
1656
SageView Advisory Group
California
$1.09M +$86K +2,345 +9%
FIA
1657
FNY Investment Advisers
New York
$1.08M +$1.08M +29,500 New
MFP
1658
Meridian Financial Partners
Virginia
$1.08M +$1.08M +29,374 New
Koshinski Asset Management
1659
Koshinski Asset Management
Illinois
$1.08M -$497K -13,552 -32%
TA
1660
Tiedemann Advisors
New York
$1.08M +$597K +16,280 +124%
Los Angeles Capital Management
1661
Los Angeles Capital Management
California
$1.08M -$15.4M -420,804 -93%
CCM
1662
Crabel Capital Management
California
$1.07M +$1.07M +29,280 New
MFG
1663
Magnus Financial Group
New York
$1.07M +$2.68K +73 +0.3%
MIM
1664
Montgomery Investment Management
Maryland
$1.07M -$36.7K -1,000 -3%
CCMINC
1665
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.07M -$2.16M -58,801 -67%
TFO
1666
Tarbox Family Office
California
$1.07M +$147 +4 +0%
BFG
1667
Beacon Financial Group
Texas
$1.07M +$16.8K +465 +2%
WMG
1668
WESCAP Management Group
California
$1.06M -$59.2K -1,614 -5%
FIM
1669
Fruth Investment Management
Texas
$1.06M -$3.67K -100 -0.3%
LF
1670
Lantz Financial
Illinois
$1.06M -$47K -1,281 -4%
SCP
1671
Syntal Capital Partners
Texas
$1.06M -$18.9K -514 -2%
JHP
1672
James Hambro & Partners
United Kingdom
$1.05M – – –
ERWM
1673
Elk River Wealth Management
Colorado
$1.05M -$8.22K -224 -0.8%
SIA
1674
Schechter Investment Advisors
Michigan
$1.05M +$275K +7,489 +35%
LAM
1675
Lifestyle Asset Management
Texas
$1.05M +$104K +2,846 +11%
65 66
67
68 69