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 %
WDG
1951
Wealth Dimensions Group
Ohio
$710K +$20.8K +568 +3%
GCM
1952
Gibraltar Capital Management
Oklahoma
$710K +$4.4K +120 +0.6%
SFB
1953
STAR Financial Bank
Indiana
$709K -$4.7K -128 -0.7%
WP
1954
Westmount Partners
California
$708K +$1.69K +46 +0.2%
IFS
1955
Ifrah Financial Services
Arkansas
$706K +$2.86K +78 +0.4%
JSW
1956
Journey Strategic Wealth
New Jersey
$705K -$300K -8,167 -30%
AIA
1957
Angeles Investment Advisors
California
$705K +$52.9K +1,442 +8%
MCM
1958
Monument Capital Management
Virginia
$704K +$254K +6,937 +57%
IWP
1959
Icon Wealth Partners
Texas
$704K +$8.03K +219 +1%
WA
1960
WP Advisors
California
$702K -$208K -5,681 -23%
LA
1961
Latitude Advisors
Florida
$702K +$237K +6,460 +51%
ATWA
1962
Arbor Trust Wealth Advisors
Michigan
$701K -$4.7K -128 -0.7%
AIM
1963
Aspen Investment Management
Michigan
$701K – – –
SAM
1964
Seelaus Asset Management
New Jersey
$700K -$99.7K -2,720 -12%
HI
1965
Human Investing
Oregon
$699K -$311K -8,478 -31%
FIB
1966
First Interstate Bank
Montana
$699K -$70.5K -1,923 -9%
BMA
1967
Brooks Moore & Associates
Tennessee
$696K -$11K -300 -2%
ALAM
1968
Asahi Life Asset Management
Japan
$696K -$27.9K -760 -4%
HA
1969
Harbor Advisors
Florida
$696K – – –
FZCM
1970
Flynn Zito Capital Management
New York
$695K +$3.78K +103 +0.5%
SFI
1971
SPC Financial Inc
Maryland
$694K +$74.2K +2,024 +12%
OLA
1972
Oliver Luxxe Assets
New Jersey
$694K -$34.5K -940 -5%
MIM
1973
MTM Investment Management
South Carolina
$693K +$1.83K +50 +0.3%
CFS
1974
CRA Financial Services
New Jersey
$692K -$103K -2,816 -13%
HI
1975
Hoey Investments
Pennsylvania
$692K -$572K -15,596 -45%
77 78
79
80 81