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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 %
GLLW
1926
Graves Light Lenhart Wealth
Virginia
$729K +$10.3K +281 +1%
MAG
1927
MRA Advisory Group
New Jersey
$728K +$16.9K +461 +2%
GIM
1928
Greylin Investment Management
Virginia
$727K -$96.5K -2,630 -12%
DA
1929
Denali Advisors
California
$726K – – –
EWM
1930
Elmwood Wealth Management
California
$726K -$3.12K -85 -0.4%
IAS
1931
Investment Advisory Services
Texas
$725K +$109K +2,985 +18%
GCA
1932
Gradient Capital Advisors
California
$724K -$118K -3,212 -14%
KF
1933
Krilogy Financial
Missouri
$723K -$147K -3,997 -17%
LCM
1934
LCM Capital Management
Illinois
$722K +$11K +301 +2%
Loomis, Sayles & Company
1935
Loomis, Sayles & Company
Massachusetts
$722K -$31.2K -850 -4%
HBW
1936
Hazlett, Burt & Watson
West Virginia
$722K -$29.5K -805 -4%
BWP
1937
Balboa Wealth Partners
Arizona
$720K -$41.8K -1,139 -5%
GFA
1938
Gallagher Fiduciary Advisors
Illinois
$720K +$31.5K +859 +5%
QC
1939
Quent Capital
New York
$720K +$25.5K +696 +4%
TLCM
1940
Twin Lakes Capital Management
California
$716K +$3.52K +96 +0.5%
HPIA
1941
Hamilton Point Investment Advisors
North Carolina
$716K -$9.98K -272 -1%
PCM
1942
Perritt Capital Management
Illinois
$716K – – –
RDFA
1943
Ritter Daniher Financial Advisory
Ohio
$715K – – –
FP
1944
Financial Perspectives
Minnesota
$714K +$624 +17 +0.1%
SXL
1945
Summit X LLC
Missouri
$714K +$23.3K +635 +3%
OA
1946
Oxbow Advisors
Texas
$714K +$22.6K +617 +3%
AC
1947
Allstate Corporation
Illinois
$714K -$5.06K -138 -0.7%
FWA
1948
FSC Wealth Advisors
New York
$712K +$38.3K +1,043 +6%
AP
1949
Atwood & Palmer
Missouri
$712K +$58.7K +1,600 +9%
MTIC
1950
Missouri Trust & Investment Company
Missouri
$711K +$11.9K +324 +2%
76 77
78
79 80