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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 %
RWP
1901
Revolve Wealth Partners
New Jersey
$748K +$42.3K +1,152 +6%
LRPA
1902
L. Roy Papp & Associates
Arizona
$747K -$176K -4,800 -19%
ACM
1903
Alethea Capital Management
Washington
$746K +$545K +14,849 +270%
MFG
1904
Midwest Financial Group
Kansas
$745K +$425K +11,601 +133%
TA
1905
Townsend & Associates
Colorado
$745K -$14.7K -396 -2%
CSPAM
1906
Cary Street Partners Asset Management
Virginia
$743K +$587 +16 +0.1%
RWMG
1907
Redwood Wealth Management Group
New Jersey
$743K +$48.2K +1,313 +7%
PTC
1908
Philadelphia Trust Company
Pennsylvania
$743K -$92.1K -2,511 -11%
OHWA
1909
Oak Hill Wealth Advisors
Virginia
$738K -$75.7K -2,064 -9%
SFG
1910
Sovereign Financial Group
Connecticut
$738K +$76.6K +2,089 +12%
RA
1911
Ruggaard & Associates
Ohio
$738K -$47.7K -1,300 -6%
AFA
1912
Arlington Financial Advisors
California
$735K -$3.96K -108 -0.5%
HP
1913
Hilltop Partners
Indiana
$735K +$735K +20,046 New
EAM
1914
Evanson Asset Management
California
$734K -$10.6K -289 -1%
LA
1915
Lindenwold Advisors
Pennsylvania
$734K -$63.6K -1,733 -8%
LAM
1916
Lynch Asset Management
Pennsylvania
$734K – – –
NFA
1917
Northern Financial Advisors
Michigan
$732K -$80.7K -2,200 -10%
BFO
1918
Biltmore Family Office
North Carolina
$731K -$58.9K -1,607 -7%
WKSWA
1919
White Knight Strategic Wealth Advisors
New Jersey
$731K +$102K +2,781 +16%
FPF
1920
First Pacific Financial
Washington
$730K +$2.53K +69 +0.3%
PPW
1921
Parcion Private Wealth
Washington
$730K -$127K -3,449 -15%
GWCM
1922
Godshalk Welsh Capital Management
Pennsylvania
$730K -$7.34K -200 -1%
CBFP
1923
Cedar Brook Financial Partners
Ohio
$730K -$73.9K -2,015 -9%
HWMG
1924
Hurlow Wealth Management Group
Indiana
$730K +$1.91K +52 +0.3%
MA
1925
MJP Associates
Connecticut
$729K -$66.4K -1,810 -8%
75 76
77
78 79