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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 %
LAM
1976
Lakewood Asset Management
Illinois
$692K -$20.5K -560 -3%
NF
1977
Norwood Financial
Pennsylvania
$690K +$99.7K +2,718 +17%
CG
1978
Clarus Group
Texas
$688K +$60.2K +1,641 +10%
RC
1979
Reik & Co
New York
$686K – – –
VWMG
1980
Virginia Wealth Management Group
Virginia
$685K -$2.2K -60 -0.3%
SWA
1981
SOA Wealth Advisors
New York
$684K -$23K -626 -3%
GC
1982
Garde Capital
Washington
$682K +$414K +11,300 +155%
KLWA
1983
Kelly Lawrence W & Associates
California
$681K -$11.8K -300 -2%
SPW
1984
Sonoma Private Wealth
California
$681K +$47.9K +1,305 +8%
AC
1985
ASB Consultores
Florida
$679K +$46.7K +1,273 +7%
RIG
1986
Renaissance Investment Group
Massachusetts
$678K – – –
SWM
1987
Salvus Wealth Management
New Jersey
$676K +$17.9K +488 +3%
CIM
1988
CIM Investment Management
Pennsylvania
$675K +$1.36K +37 +0.2%
WP
1989
WealthShield Partners
North Carolina
$674K -$34.8K -950 -5%
FWA
1990
FSM Wealth Advisors
Ohio
$672K +$1.8K +50 +0.3%
FWM
1991
Fairhaven Wealth Management
Illinois
$671K +$671K +18,300 New
1IA
1992
1620 Investment Advisors
Massachusetts
$671K +$6.93K +189 +1%
MHI
1993
Miller Howard Investments
New York
$670K -$23.9K -652 -3%
MIP
1994
Marietta Investment Partners
Wisconsin
$670K – – –
CWP
1995
Core Wealth Partners
California
$669K +$59.2K +1,615 +10%
CFG
1996
Cooper Financial Group
California
$669K -$246K -6,702 -27%
EWM
1997
Evermay Wealth Management
Virginia
$668K -$62.2K -1,695 -9%
CPC
1998
Consolidated Planning Corp
Georgia
$667K +$433K +11,798 +185%
W
1999
Wealthquest
Ohio
$665K -$2.49K -68 -0.4%
CAGAS
2000
Capital Advisory Group Advisory Services
Minnesota
$664K +$15.3K +418 +2%
78 79
80
81 82