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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 %
CW
2101
CIC Wealth
Maryland
$581K -$214K -5,842 -27%
HCM
2102
Hodges Capital Management
Texas
$580K – – –
SIC
2103
Sigma Investment Counselors
Michigan
$579K -$31.5K -858 -5%
CCB
2104
Cutter & Co Brokerage
Missouri
$579K +$18.3K +500 +3%
FAG
2105
Fortitude Advisory Group
Washington
$577K -$20.1K -548 -3%
EA
2106
Emerald Advisors
Washington
$576K +$52.9K +1,443 +10%
FFC
2107
First Financial Corp
Indiana
$575K -$14.7K -400 -2%
CCM
2108
Chickasaw Capital Management
Tennessee
$574K – – –
RCA
2109
Ranch Capital Advisors
Florida
$572K -$28.9K -787 -5%
GITFIT
2110
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$572K +$154K +4,200 +37%
AIP
2111
Almanack Investment Partners
Pennsylvania
$572K -$78.1K -2,129 -12%
WFC
2112
Western Financial Corp
California
$572K +$3.05K +83 +0.5%
GWSG
2113
GPS Wealth Strategies Group
Colorado
$572K +$48.1K +1,310 +9%
AMR
2114
Asset Management Resources
Massachusetts
$569K +$89.4K +2,438 +19%
PAM
2115
Pegasus Asset Management
New York
$569K -$2.75K -75 -0.5%
SSW
2116
Smith Shellnut Wilson
Mississippi
$568K – – –
WA
2117
Wealth Architects
California
$567K +$37.1K +1,011 +7%
OWA
2118
Opal Wealth Advisors
New York
$566K +$204K +5,553 +56%
TC
2119
TAP Consulting
Missouri
$566K -$20.9K -569 -4%
BC
2120
Belmont Capital
California
$566K +$5.25K +143 +0.9%
IFAM
2121
Institutional & Family Asset Management
Colorado
$566K -$23.8K -648 -4%
BCA
2122
Bray Capital Advisors
Florida
$564K -$38.6K -1,052 -6%
WTFG
2123
Wells Trecaso Financial Group
Ohio
$564K -$10.1K -275 -2%
OBWG
2124
Onyx Bridge Wealth Group
New York
$563K +$184K +5,029 +49%
IC
2125
Inscription Capital
Texas
$562K +$4.95K +135 +0.9%
83 84
85
86 87