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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 %
CRWM
1776
Castle Rock Wealth Management
California
$903K +$621K +17,040 +220%
P
1777
&Partners
Tennessee
$900K +$18.6K +507 +2%
EA
1778
Eclectic Associates
California
$900K -$25.7K -700 -3%
CRB
1779
Chad R. Baker
$899K – – –
BI
1780
Berkeley Inc
Idaho
$897K +$34.5K +940 +4%
VAM
1781
Verity Asset Management
North Carolina
$895K -$908K -24,758 -50%
WA1
1782
Wimmer Associates 1
California
$892K -$12K -327 -1%
LMKC
1783
L.M. Kohn & Company
Ohio
$891K -$12.9K -353 -1%
CA
1784
Carson Advisory
Georgia
$888K -$4.7K -128 -0.5%
MFC
1785
Mechanics Financial Corp
Ohio
$888K +$64.9K +1,770 +8%
SM
1786
Sweeney & Michel
California
$888K -$143 -4 -0%
ECG
1787
Edge Capital Group
Georgia
$888K -$280K -7,643 -24%
HHAA
1788
Henry H. Armstrong Associates
Pennsylvania
$887K -$25.7K -700 -3%
FAB
1789
First American Bank
Illinois
$886K -$25.1K -685 -3%
BG
1790
Benedetti & Gucer
Georgia
$886K +$221K +6,023 +33%
SWP
1791
Summit Wealth Partners
Florida
$885K -$1.65K -45 -0.2%
SSWM
1792
Smith Salley Wealth Management
North Carolina
$885K -$51.5K -1,404 -5%
FCM
1793
Fourpath Capital Management
Oklahoma
$884K +$116K +3,162 +15%
EB
1794
Eastern Bank
Massachusetts
$883K -$66.8K -1,822 -7%
BRM
1795
Boston Research & Management
Massachusetts
$881K +$7.66K +209 +0.9%
HWAM
1796
Hennion & Walsh Asset Management
New Jersey
$881K +$136K +3,707 +18%
LAM
1797
L2 Asset Management
Massachusetts
$878K -$89.7K -2,444 -9%
QCIG
1798
Quad-Cities Investment Group
Iowa
$877K +$403 +11 +0%
CA
1799
Capital Advantage
California
$876K -$8.39K -235 -0.9%
B
1800
Bellecapital
Switzerland
$876K +$43.2K +1,178 +5%
70 71
72
73 74