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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 %
MHS
2326
M Holdings Securities
Oregon
$434K +$434K +11,826 New
GPA
2327
Guerra Pan Advisors
New Jersey
$434K -$11K -300 -2%
AMM
2328
American Money Management
California
$433K +$15.1K +412 +4%
T
2329
TCWP
Ohio
$432K -$13.9K -379 -3%
DIM
2330
Delta Investment Management
California
$432K -$19.7K -536 -4%
FBA
2331
Front Barnett Associates
Illinois
$432K -$918 -25 -0.2%
AIM
2332
Allen Investment Management
New York
$430K -$217K -5,916 -34%
HNW
2333
High Note Wealth
Minnesota
$430K -$11.7K -318 -3%
FMB
2334
Field & Main Bank
Kentucky
$430K +$6.05K +165 +1%
KC
2335
Kenfarb & Co
Kentucky
$429K – – –
FEM
2336
Fulcrum Equity Management
Texas
$429K -$74.3K -2,025 -15%
SWG
2337
Summit Wealth Group
Vermont
$428K -$17M -464,267 -98%
WIM
2338
Westside Investment Management
California
$428K +$3.74K +102 +0.9%
COCM
2339
Charter Oak Capital Management
New Hampshire
$427K +$23.7K +647 +6%
ES
2340
Eagle Strategies
New York
$426K +$46.7K +1,274 +12%
AC
2341
AXQ Capital
New Jersey
$425K +$44K +1,200 +12%
BIA
2342
Beacon Investment Advisors
Maryland
$425K +$6.38K +174 +2%
PIM
2343
Profit Investment Management
Maryland
$425K +$171K +4,660 +67%
WFA
2344
WestHill Financial Advisors
California
$425K -$734 -20 -0.2%
PSCM
2345
Per Stirling Capital Management
Texas
$424K -$9.65K -263 -2%
SAM
2346
Satovsky Asset Management
New York
$424K +$24.8K +677 +6%
KFA
2347
Kapstone Financial Advisors
Ohio
$423K +$51.3K +1,441 +14%
WCA
2348
Westover Capital Advisors
Delaware
$423K -$46.5K -1,269 -10%
CIC
2349
Chase Investment Counsel
Virginia
$423K +$20.5K +560 +5%
IDBONY
2350
Israel Discount Bank of New York
New York
$421K -$73.4K -2,001 -15%
92 93
94
95 96