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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 %
AA
2151
Alta Advisers
United Kingdom
$539K – – –
MWM
2152
Merriman Wealth Management
Washington
$538K +$2.6K +71 +0.5%
AWA
2153
Aaron Wealth Advisors
Illinois
$536K +$87K +2,372 +19%
LC
2154
Lavaca Capital
Texas
$535K -$420K -11,451 -44%
DCM
2155
Dupont Capital Management
Delaware
$535K +$535K +14,575 New
BFIC
2156
Bedell Frazier Investment Counselling
California
$534K -$156K -4,246 -23%
APW
2157
Aurora Private Wealth
New Jersey
$533K +$96.5K +2,631 +22%
ATIA
2158
American Trust Investment Advisors
New Hampshire
$531K +$35.4K +965 +7%
CAM
2159
Campion Asset Management
Virginia
$530K +$9.54K +260 +2%
AFT
2160
Alpha Family Trust
California
$530K +$84.5K +2,305 +19%
VRM
2161
Vectors Research Management
New York
$528K -$77.5K -2,115 -13%
BSSFA
2162
Baron Silver Stevens Financial Advisors
Florida
$528K +$6.6K +180 +1%
RPWA
2163
Regent Peak Wealth Advisors
Georgia
$527K -$12.3K -336 -2%
WI
2164
Wedgewood Investors
Pennsylvania
$527K – – –
CWM
2165
Castle Wealth Management
Florida
$527K +$15.3K +418 +3%
CAM
2166
Costello Asset Management
Pennsylvania
$525K -$80.7K -2,199 -13%
CAL
2167
Capital Advisors Ltd
Ohio
$525K +$114K +3,112 +28%
PFM
2168
Privium Fund Management
Netherlands
$523K +$278K +7,710 +114%
WGAM
2169
Wilkinson Global Asset Management
New York
$521K – – –
KWA
2170
Kingswood Wealth Advisors
California
$521K +$521K +14,195 New
BRA
2171
Bender Robert & Associates
California
$520K -$221K -6,035 -30%
PWM
2172
Peterson Wealth Management
Nevada
$519K -$47K -1,281 -8%
TCM
2173
Triumph Capital Management
Colorado
$518K +$94.3K +2,572 +22%
CCP
2174
Cassia Capital Partners
North Carolina
$518K +$518K +14,129 New
UIA
2175
Ulland Investment Advisors
Minnesota
$518K -$65.9K -1,795 -11%
85 86
87
88 89