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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 %
SGK
1851
Steigerwald Gordon & Koch
Virginia
$802K +$17.5K +476 +2%
EIP
1852
Ellis Investment Partners
Pennsylvania
$802K +$70.2K +1,915 +10%
IGWM
1853
ICA Group Wealth Management
Colorado
$801K -$771K -21,023 -49%
RIA
1854
Richwood Investment Advisors
Ohio
$799K -$31.7K -864 -4%
SCM
1855
Stevens Capital Management
Pennsylvania
$798K -$266K -7,251 -25%
NG
1856
Northstar Group
New York
$797K +$7.23K +197 +0.9%
EIA
1857
Edgemoor Investment Advisors
Maryland
$795K -$11.3K -308 -1%
RWPA
1858
Richard W. Paul & Associates
Michigan
$795K +$48.1K +1,312 +6%
VCM
1859
Vivaldi Capital Management
Illinois
$793K +$26.9K +734 +4%
WAS
1860
Wealth Advisory Solutions
Indiana
$792K -$390K -10,646 -33%
CCA
1861
Cravens & Co Advisors
Tennessee
$792K -$1.8K -49 -0.2%
MPPW
1862
Mitchell & Pahl Private Wealth
Oklahoma
$790K -$26.5K -723 -3%
NBT
1863
Northwest Bank & Trust
Iowa
$789K +$789K +21,515 New
BMM
1864
Berkshire Money Management
Massachusetts
$789K +$13.7K +374 +2%
APA
1865
Astoria Portfolio Advisors
New York
$786K +$70.5K +1,955 +10%
PPC
1866
Park Place Capital
Alabama
$785K +$25.4K +693 +3%
CNAM
1867
Campbell Newman Asset Management
Wisconsin
$784K – – –
SFS
1868
Strategic Financial Services
New York
$782K -$4.8K -134 -0.6%
WIA
1869
Westbourne Investment Advisors
Maryland
$782K – – –
ORC
1870
O'Rourke & Company
Massachusetts
$780K +$15.8K +430 +2%
AWM
1871
Adams Wealth Management
Utah
$778K +$43.5K +1,185 +6%
AI
1872
Accredited Investors
Minnesota
$775K +$3.41K +93 +0.4%
GWP
1873
Gateway Wealth Partners
Wisconsin
$774K +$35.9K +979 +5%
PA
1874
PSI Advisors
Florida
$774K +$76.7K +2,090 +11%
ACM
1875
Allred Capital Management
Texas
$774K +$3.6K +98 +0.5%
73 74
75
76 77