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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 %
LOIP
2226
Live Oak Investment Partners
Texas
$492K -$536K – –
RFN
2227
Redwood Financial Network
Ohio
$491K +$21.8K +593 +5%
RVPG
2228
Relative Value Partners Group
$489K +$147 +4 +0%
CWA
2229
Centennial Wealth Advisory
Michigan
$488K +$488K +13,300 New
CWM
2230
Centurion Wealth Management
Virginia
$486K +$20.4K +557 +4%
AGA
2231
Accuvest Global Advisors
Utah
$486K +$129K +3,520 +36%
GWM
2232
GDS Wealth Management
Texas
$486K -$27.3K -745 -5%
AFG
2233
Atomi Financial Group
New York
$486K +$17.9K +488 +4%
CA
2234
Crewe Advisors
Utah
$484K -$43K -1,172 -8%
PIA
2235
Perennial Investment Advisors
California
$482K -$2.6K -71 -0.5%
HGWM
2236
Horst & Graben Wealth Management
Oregon
$481K +$300K +8,181 +166%
AP
2237
Advisors Preferred
Maryland
$478K +$46.6K +1,271 +11%
OFW
2238
Omnia Family Wealth
Florida
$478K – – –
SIA
2239
SkyView Investment Advisors
New Jersey
$477K -$143K -3,901 -23%
CSI
2240
Cross Staff Investments
New York
$475K +$1.21K +33 +0.3%
OWA
2241
Octavia Wealth Advisors
Ohio
$475K +$71.6K +1,951 +18%
ML
2242
McAdam LLC
Pennsylvania
$474K +$15.8K +432 +3%
WAM
2243
Winslow Asset Management
Ohio
$474K – – –
BFW
2244
Brady Family Wealth
Missouri
$474K +$1.5K +41 +0.3%
MAG
2245
Mayfair Advisory Group
Alabama
$473K -$10.1K -283 -2%
MAM
2246
McLean Asset Management
Virginia
$472K +$4.18K +114 +0.9%
PFA
2247
Petra Financial Advisors
Colorado
$472K -$40K -1,091 -8%
RWM
2248
RKL Wealth Management
Pennsylvania
$471K +$1.83K +50 +0.4%
CIG
2249
Cascade Investment Group
Colorado
$471K -$72.5K -1,976 -13%
FNC
2250
First National Corp
Massachusetts
$470K -$301K -8,216 -39%
88 89
90
91 92