PFE icon

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 %
EG
2376
Ellerson Group
Maryland
$409K -$29.3K -800 -7%
TPW
2377
Tiller Private Wealth
Pennsylvania
$409K -$1.76K -48 -0.4%
TBC
2378
Ted Buchan & Co
California
$409K -$202K -5,509 -33%
HWM
2379
Howard Wealth Management
Connecticut
$406K -$9.17K -250 -2%
PCM
2380
Pointe Capital Management
Michigan
$405K +$22K +600 +6%
HCM
2381
Hollencrest Capital Management
California
$404K -$16.9K -461 -4%
SAM
2382
Secure Asset Management
Michigan
$404K +$11.3K +307 +3%
UF
2383
Univest Financial
Pennsylvania
$403K +$44.8K +1,221 +12%
GFL
2384
Granite FO LLC
New Hampshire
$401K -$147K -4,000 -27%
JCM
2385
Jag Capital Management
Missouri
$401K -$3.67K -100 -0.9%
PTB
2386
Pioneer Trust Bank
Oregon
$401K – – –
PWAM
2387
Pinnacle West Asset Management
Wyoming
$399K -$5.5K -150 -1%
SLG
2388
Stanley-Laman Group
Pennsylvania
$399K +$399K +10,877 New
MWM
2389
Mattern Wealth Management
Kansas
$397K – – –
AWA
2390
Acorn Wealth Advisors
Michigan
$397K +$16.6K +452 +4%
LB
2391
Legacy Bridge
Iowa
$397K -$36.7K -1,000 -8%
AAP
2392
Arax Advisory Partners
Colorado
$396K -$147K -4,010 -27%
CC
2393
Constitution Capital
Connecticut
$396K -$34.6K -944 -8%
FBFS
2394
First Business Financial Services
Wisconsin
$395K -$14.8K -404 -4%
CWP
2395
Curated Wealth Partners
California
$395K -$396K -10,803 -50%
WAS
2396
Winch Advisory Services
Wisconsin
$394K +$42.2K +1,151 +12%
3LCM
2397
3D/L Capital Management
Connecticut
$394K +$37 +1 +0%
VFP
2398
Verus Financial Partners
Virginia
$393K -$177K -4,785 -31%
CANC
2399
Culbertson A N & Co
Virginia
$393K +$58.7K +1,600 +18%
TCOK
2400
Trust Company of Kansas
Kansas
$393K +$15.1K +411 +4%
94 95
96
97 98