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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 %
GSEP
2401
Golden State Equity Partners
California
$393K -$178K -4,857 -31%
PNAA
2402
Pictet North America Advisors
Switzerland
$392K -$44K -1,200 -10%
HTI
2403
Hikari Tsushin Inc
Japan
$391K – – –
TCM
2404
Towercrest Capital Management
Pennsylvania
$391K +$144K +3,925 +58%
MAM
2405
MMA Asset Management
Pennsylvania
$391K +$391K +10,665 New
CFG
2406
Carr Financial Group
Massachusetts
$391K -$10.3K -280 -3%
OL
2407
Optas LLC
Texas
$389K +$2.79K +76 +0.7%
AAM
2408
Aureus Asset Management
Massachusetts
$389K -$24.2K -660 -6%
MWP
2409
Meridian Wealth Partners
Pennsylvania
$387K +$15.8K +431 +4%
LCGC
2410
Legacy Capital Group California
California
$387K -$777K -21,171 -67%
BA
2411
Bristlecone Advisors
Washington
$387K +$18.7K +511 +5%
AIM
2412
Arcadia Investment Management
Michigan
$387K -$44.1K -1,202 -10%
CB
2413
Centennial Bank
Arkansas
$387K – – –
SFP
2414
Sweet Financial Partners
Minnesota
$387K -$11.7K -320 -3%
SMWM
2415
Silvia McColl Wealth Management
California
$385K – – –
CC
2416
Claybrook Capital
Massachusetts
$385K – – –
ST
2417
Sentinel Trust
Texas
$384K – – –
TFA
2418
Trinity Financial Advisors
Ohio
$384K +$257 +7 +0.1%
SIC
2419
Samalin Investment Counsel
New York
$383K +$1.36K +37 +0.4%
IA
2420
IFG Advisors
Missouri
$383K +$477 +13 +0.1%
IIL
2421
Insight Inv LLC
California
$383K -$218K -5,930 -36%
CWP
2422
Concord Wealth Partners
Virginia
$383K +$60.4K +1,647 +19%
FAM
2423
Fenimore Asset Management
New York
$382K – – –
LWMG
2424
Levy Wealth Management Group
Pennsylvania
$382K +$3.49K +95 +0.9%
VC
2425
Veracity Capital
Georgia
$381K -$66.2K -1,806 -15%
95 96
97
98 99