2,915 hedge funds and large institutions have $114B invested in Pfizer in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 862 increasing their positions, 1,579 reducing their positions, and 269 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,915
Holders Change
+6
Holders Change %
+0.21%
% of All Funds
42.73%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
322
Increased
862
Reduced
1,579
Closed
269
Calls
$2.49B
Puts
$3.5B
Net Calls
-$1.01B
Net Calls Change
-$790M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
2501
Global Financial Private Client
Florida
$247K -$1.87K -65 -0.8%
RG
2502
Retirement Group
California
$247K +$47K +1,634 +24%
JGGDR
2503
JGP Global Gestao de Recursos
Brazil
$247K -$777 -27 -0.3%
LPAM
2504
Lodestar Private Asset Management
California
$246K -$118K -4,114 -32%
HNW
2505
High Note Wealth
Minnesota
$246K -$92.4K -3,209 -27%
MBI
2506
May Barnhard Investments
Maryland
$246K +$246K +8,540 New
WAM
2507
Walker Asset Management
Missouri
$245K +$245K +8,527 New
CFA
2508
Cahill Financial Advisors
Minnesota
$245K -$31.9K -1,109 -12%
RCM
2509
RB Capital Management
Nevada
$245K -$81.3K -2,823 -25%
PWP
2510
Phillips Wealth Planners
Mississippi
$245K -$69K -2,455 -22%
MCM
2511
Monument Capital Management
Virginia
$245K -$91.6K -3,180 -27%
CWM
2512
Chesapeake Wealth Management
Virginia
$245K -$79.1K -2,746 -24%
AAS
2513
Annex Advisory Services
Wisconsin
$244K -$145K -5,032 -37%
MAWCM
2514
Mine & Arao Wealth Creation & Management
California
$243K +$43.4K +1,507 +22%
AWM
2515
Arista Wealth Management
Nevada
$243K
TC
2516
TAP Consulting
Missouri
$241K +$2.88K +100 +1%
FWSM
2517
First Wilshire Securities Management
California
$241K
TC
2518
Trilogy Capital
California
$241K -$15.5K -539 -6%
ACM
2519
AUA Capital Management
Pennsylvania
$240K -$140K -4,876 -37%
AAP
2520
Arax Advisory Partners
Colorado
$240K -$45.5K -1,579 -16%
NAMNJ
2521
NorthStar Asset Management (New Jersey)
New Jersey
$239K +$239K +8,307 New
ACA
2522
Affinity Capital Advisors
California
$239K -$432 -15 -0.2%
NVCHI
2523
New Vernon Capital Holdings II
New Jersey
$239K -$23.5K -817 -9%
HRC
2524
Hoertkorn Richard Charles
$239K -$28.8K -1,000 -11%
MAG
2525
Mayfair Advisory Group
Alabama
$238K -$66.5K -2,236 -22%