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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 %
OCBCO
2351
Oversea-Chinese Banking Corp (OCBC)
Singapore
$419K +$95.2K +2,636 +29%
LSA
2352
Lansing Street Advisors
Pennsylvania
$419K -$61.5K -1,676 -13%
I2I
2353
Insight 2811 Inc
Illinois
$419K +$367 +10 +0.1%
SPWG
2354
Syntegra Private Wealth Group
Missouri
$418K +$43.6K +1,189 +12%
FCAG
2355
First Capital Advisors Group
New Jersey
$418K +$2.97K +81 +0.7%
DAM
2356
Derbend Asset Management
Georgia
$418K -$49.5K -1,350 -11%
BCM
2357
Blume Capital Management
California
$418K +$321K +8,740 +330%
FOA
2358
Five Oceans Advisors
California
$418K +$50.1K +1,367 +14%
PWM
2359
Prentice Wealth Management
New York
$417K +$118K +3,223 +40%
OAM
2360
Occidental Asset Management
California
$417K -$1.03M -28,153 -71%
BMM
2361
Buffington Mohr McNeal
Idaho
$416K -$123K -3,350 -23%
TFCP
2362
Twin Focus Capital Partners
Massachusetts
$415K +$3.19K +87 +0.8%
BCMLT
2363
Beacon Capital Management LLC (Tennessee)
Tennessee
$415K +$19.9K +542 +5%
MTC
2364
McDaniel Terry & Co
Texas
$415K +$415K +11,310 New
WAL
2365
W Advisors LLC
Tennessee
$415K +$3.6K +98 +0.9%
CWP
2366
Capital Wealth Planning
Florida
$413K +$26.2K +715 +7%
EFG
2367
Ethos Financial Group
Pennsylvania
$413K – – –
CFA
2368
Capstone Financial Advisors
Illinois
$413K +$30.3K +826 +8%
TP
2369
Tranquility Partners
Tennessee
$412K – – –
PWP
2370
Phillips Wealth Planners
Mississippi
$412K +$13.5K +367 +3%
BHIC
2371
Bassett Hargrove Investment Counsel
Delaware
$411K – – –
RFG
2372
Range Financial Group
Oregon
$411K -$947K -25,806 -70%
RCM
2373
RB Capital Management
Nevada
$411K +$78.7K +2,145 +24%
FUBT
2374
First United Bank & Trust
Maryland
$410K -$14.9K -405 -3%
RWMH
2375
Riverpoint Wealth Management Holdings
Illinois
$410K +$2.9K +79 +0.7%
93 94
95
96 97