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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 %
MWM
1701
Maltin Wealth Management
New Jersey
$1.01M -$14.5K -396 -1%
OP
1702
ORG Partners
Indiana
$1.01M +$8.72K +238 +0.9%
FPAS
1703
Focus Partners Advisor Solutions
Missouri
$1.01M +$73.8K +2,011 +8%
IFO
1704
Intrepid Family Office
Florida
$1.01M +$642K +17,500 +175%
PAS
1705
Professional Advisory Services
Florida
$1.01M -$367 -10 -0%
PP
1706
PDS Planning
Ohio
$1.01M -$34.3K -934 -3%
RMA
1707
Roffman Miller Associates
Pennsylvania
$1.01M -$29.5K -804 -3%
ECM
1708
EagleClaw Capital Management
Massachusetts
$1M -$73.9K -2,015 -7%
BIA
1709
Bigelow Investment Advisors
Maine
$1M +$11.9K +324 +1%
PAI
1710
Pittenger & Anderson Inc
Nebraska
$1M -$2.89M -78,795 -74%
TWP
1711
Tempus Wealth Planning
California
$1M -$361K -9,850 -27%
MC
1712
Middleton & Co
Massachusetts
$999K +$91K +2,481 +10%
CCG
1713
Coastwise Capital Group
California
$999K +$180K +4,916 +22%
WB
1714
West Bancorporation
Iowa
$997K +$62K +1,689 +7%
LWM
1715
Laidlaw Wealth Management
New York
$997K +$48.7K +1,329 +5%
MCM
1716
Maple Capital Management
Vermont
$996K +$66.5K +1,813 +7%
9WM
1717
9258 Wealth Management
Ohio
$996K -$24.5K -669 -2%
BWM
1718
Benchmark Wealth Management
Connecticut
$993K -$69.8K -1,904 -7%
MIM
1719
Moseley Investment Management
Florida
$991K +$1.43K +39 +0.1%
NL
1720
Navalign LLC
California
$990K -$83.3K -2,270 -8%
SC
1721
Saybrook Capital
North Carolina
$988K – – –
RCA
1722
Riverview Capital Advisers
Massachusetts
$987K +$39.8K +1,085 +4%
IMA
1723
Investment Management Associates
Colorado
$985K +$15.5K +422 +2%
SPWM
1724
Schrum Private Wealth Management
Florida
$984K +$697 +19 +0.1%
HFBOT
1725
Home Federal Bank of Tennessee
Tennessee
$983K -$34.6K -943 -3%
67 68
69
70 71