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Pfizer
PFE

Overview Fund Activity

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
42.74%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.28B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$320M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$315M
4
Citadel Advisors
Citadel Advisors
Florida
+$269M
5
Charles Schwab
Charles Schwab
California
+$243M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.66B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$286M
4
Capital World Investors
Capital World Investors
California
-$253M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCG
2701
Transcendent Capital Group
Oklahoma
$152K +$152K +5,264 New
AIM
2702
Arcadia Investment Management
Michigan
$150K -$182K -6,325 -55%
MFA
2703
McClarren Financial Advisors
Pennsylvania
$148K +$1.99K +69 +1%
SA
2704
SRH Advisors
Kansas
$147K -$37.4K -1,300 -20%
CWM
2705
Compass Wealth Management
Connecticut
$147K -$69.6K -2,417 -32%
OSNBOA
2706
Old Second National Bank of Aurora
Illinois
$144K -$103K -3,562 -42%
CCM
2707
Copeland Capital Management
Pennsylvania
$143K – – –
PP
2708
Pacifica Partners
Canada
$141K +$9.8K +337 +7%
CWC
2709
Carolinas Wealth Consulting
North Carolina
$141K -$1.29K -142 -0.9%
CP
2710
Castleview Partners
Texas
$140K +$47.2K +1,638 +51%
PCMC
2711
Planning Capital Management Corporation
Pennsylvania
$140K +$140K +4,875 New
RFG
2712
REAP Financial Group
Texas
$139K +$139K +4,845 New
SC
2713
Stephens Consulting
Michigan
$139K +$28.8K +1,000 +26%
CA
2714
Centerpoint Advisors
Massachusetts
$139K -$35K -1,210 -20%
VCM
2715
Versant Capital Management
Arizona
$137K +$15.1K +523 +12%
FSCM
2716
Front Street Capital Management
Montana
$135K +$20.1K +698 +17%
S
2717
Sachetta
Massachusetts
$134K +$134K +4,668 New
RIM
2718
Rockbridge Investment Management
New York
$133K +$133K +4,629 New
CWM
2719
Cranbrook Wealth Management
Michigan
$133K +$7.49K +260 +6%
FWM
2720
FSA Wealth Management
Massachusetts
$132K +$132K +4,579 New
RBC
2721
Roble Belko & Company
Pennsylvania
$131K -$20.1K -700 -13%
AT
2722
Arlington Trust
Alabama
$130K +$79.8K +2,771 +157%
PGAM
2723
Princeton Global Asset Management
New Jersey
$130K -$32.9K -1,144 -20%
AT
2724
Avalon Trust
New Mexico
$130K -$6.05K -210 -4%
TC
2725
Trust Company
Kansas
$129K -$234K -8,129 -64%
107 108
109
110 111