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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 %
SIM
2201
SSI Investment Management
California
$506K -$66.4K -1,811 -12%
TC
2202
Truvestments Capital
Florida
$506K +$440 +12 +0.1%
TCMP
2203
Thrive Capital Management (Pennsylvania)
Pennsylvania
$505K +$42.6K +1,162 +9%
BOM
2204
Bank of Marin
California
$504K -$32.1K -875 -6%
PWP
2205
Perfromance Wealth Partners
Illinois
$504K +$136K +3,722 +37%
GCM
2206
Gallacher Capital Management
Colorado
$503K +$301K +8,200 +149%
CCM
2207
Carlson Capital Management
Minnesota
$503K -$67.7K -1,846 -12%
CPRC
2208
Consolidated Portfolio Review Corp
New York
$502K +$21K +572 +4%
AL
2209
ADE LLC
Maryland
$501K – – –
MCM
2210
Magnolia Capital Management
New York
$501K -$130K -3,550 -21%
PD
2211
Planning Directions
Pennsylvania
$501K +$37.7K +1,029 +8%
TA
2212
TrueWealth Advisors
Alabama
$501K -$6.09K -166 -1%
SWP
2213
Strategic Wealth Partners
Ohio
$500K -$1.49M -40,541 -75%
TFM
2214
TFC Financial Management
Massachusetts
$500K +$11.6K +317 +2%
B
2215
Bridgeworth
Alabama
$497K -$52.5K -1,431 -10%
SWP
2216
Semus Wealth Partners
Florida
$497K +$23.8K +648 +5%
PWM
2217
Paulson Wealth Management
Illinois
$497K +$98.5K +2,685 +25%
JFA
2218
JNBA Financial Advisors
Minnesota
$496K +$16.2K +443 +3%
SAM
2219
SignalPoint Asset Management
Missouri
$495K -$220 -6 -0%
AFC
2220
AFT Forsyth & Company
Florida
$495K -$38.5K -1,050 -7%
GC
2221
Guidance Capital
Kentucky
$495K +$495K +13,722 New
SF
2222
Summit Financial
New Jersey
$494K +$110K +2,999 +29%
PAG
2223
Powers Advisory Group
Illinois
$493K +$24.1K +657 +5%
AAS
2224
Annex Advisory Services
Wisconsin
$493K -$18.2K -495 -4%
MLA
2225
My Legacy Advisors
Oregon
$492K -$1.33K -37 -0.3%
87 88
89
90 91