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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 %
KCFA
1876
Key Client Fiduciary Advisors
New Jersey
$773K +$7.74K +211 +1%
VFA
1877
Voya Financial Advisors
Connecticut
$772K +$63.1K +1,747 +9%
DA
1878
Dover Advisors
Virginia
$771K -$61.9K -1,688 -7%
BFG
1879
Berger Financial Group
Minnesota
$770K +$7.37K +201 +1%
GAG
1880
GM Advisory Group
New York
$770K +$5.21K +142 +0.7%
NCM
1881
Novare Capital Management
North Carolina
$766K -$172K -4,700 -18%
MKC
1882
M. Kraus & Co
Vermont
$765K – – –
CCM
1883
Canal Capital Management
Virginia
$764K +$660 +18 +0.1%
WAAG
1884
Wealth Alliance Advisory Group
Kansas
$762K -$253K -6,897 -25%
FWM
1885
Forefront Wealth Management
Pennsylvania
$761K -$69.7K -1,899 -8%
PFA
1886
Pure Financial Advisors
California
$761K -$215K -5,850 -22%
MA
1887
MONECO Advisors
Connecticut
$759K -$12.6K -343 -2%
AFP
1888
Ausdal Financial Partners
Iowa
$757K -$6.46K -176 -0.8%
GI
1889
Gradient Investments
Minnesota
$755K +$14.6K +399 +2%
CMS
1890
Capital Market Strategies
Florida
$753K -$84.1K -2,294 -10%
IWA
1891
Intercontinental Wealth Advisors
Texas
$753K -$30.7K -836 -4%
PSFG
1892
Prairie Sky Financial Group
Illinois
$752K +$752K +20,503 New
OIM
1893
Oder Investment Management
California
$751K -$997K -27,192 -57%
CCWA
1894
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$750K +$22.4K +611 +3%
BSC
1895
Brown Shipley & Co
United Kingdom
$750K -$3.63K -99 -0.5%
CBT
1896
Central Bank & Trust
Kentucky
$749K +$5.03K +137 +0.7%
CCM
1897
Chiron Capital Management
Florida
$748K +$367K +10,000 +96%
TIM
1898
Tevis Investment Management
Texas
$748K – – –
LWANC
1899
Laurel Wealth Advisors (North Carolina)
North Carolina
$748K -$44K -1,200 -6%
IFPG
1900
Intrepid Financial Planning Group
Indiana
$748K -$29.3K -800 -4%
74 75
76
77 78