PFE icon

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 %
PWM
1801
PBMares Wealth Management
Virginia
$875K +$147 +4 +0%
TF
1802
Trek Financial
Arizona
$874K -$132K -3,591 -13%
DE
1803
Day & Ennis
Georgia
$874K +$367 +10 +0%
BBNA
1804
Bremer Bank National Association
Minnesota
$871K -$44.1K -1,202 -5%
EWA
1805
EverSource Wealth Advisors
Alabama
$864K -$28K -763 -3%
RPCONE
1806
Retirement Planning Company of New England
Rhode Island
$864K +$22.1K +603 +3%
FFG
1807
Frisch Financial Group
New York
$856K -$509K -13,874 -37%
FG
1808
Foster Group
Iowa
$855K +$165K +4,485 +24%
CFP
1809
Catalyst Financial Partners
Massachusetts
$854K +$153K +4,160 +22%
HTHT
1810
Hemenway Trust Hemenway Trust
New Hampshire
$853K – – –
KTA
1811
Keeley-Teton Advisors
Illinois
$852K -$665K -18,137 -44%
WPC
1812
Wedmont Private Capital
Pennsylvania
$850K -$185K -5,089 -18%
CWM
1813
Curi Wealth Management
North Carolina
$849K +$21.9K +597 +3%
DAC
1814
Dividend Assets Capital
South Carolina
$848K -$323K -8,795 -28%
PVH
1815
Psagot Value Holdings
Israel
$847K -$680K -18,753 -45%
PG
1816
Proffitt & Goodson
Tennessee
$847K +$15.1K +411 +2%
DG
1817
DMC Group
Alabama
$846K +$17.5K +477 +2%
AWM
1818
Aberdeen Wealth Management
Illinois
$843K +$37 +1 +0%
ACA
1819
Anchor Capital Advisors
Massachusetts
$840K -$54.3K -1,480 -6%
IWA
1820
IVC Wealth Advisors
Pennsylvania
$839K +$6.71K +183 +0.8%
MAWAG
1821
Mid-American Wealth Advisory Group
Missouri
$838K +$838K +23,289 New
GC
1822
Gilbert & Cook
Iowa
$836K +$55.9K +1,523 +7%
VDI
1823
Vaughan David Investments
Illinois
$835K -$29.9K -815 -3%
ABLA
1824
Alan B. Lancz & Associates
Ohio
$835K – – –
LCM
1825
Lazari Capital Management
California
$832K +$832K +22,671 New
71 72
73
74 75