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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 %
CSWM
2726
Cassady Schiller Wealth Management
Ohio
$129K +$6.51K +226 +5%
SAG
2727
Spotlight Asset Group
Illinois
$127K – – –
PCFFS
2728
Pacific Center for Financial Services
California
$125K -$41.2K -1,432 -25%
PAS
2729
Point72 Asia (Singapore)
Singapore
$125K +$125K +4,334 New
SA
2730
Scarborough Advisors
Maryland
$124K +$124K +4,310 New
LF
2731
Lee Financial
Texas
$123K +$1.7K +59 +1%
SC
2732
Solstein Capital
California
$123K – – –
LFA
2733
Livelsberger Financial Advisory
Ohio
$118K +$118K +4,103 New
T
2734
Tidemark
California
$118K +$118K +4,086 New
TLA
2735
Tanglewood Legacy Advisors
Texas
$117K -$5.76K -200 -5%
MCAI
2736
Members Capital Advisors Inc
Wisconsin
$115K -$704K -24,450 -86%
M
2737
Mirova
France
$114K -$7K -243 -6%
DCBT
2738
Dakota Community Bank & Trust
North Dakota
$112K -$2.45K -85 -2%
CCM
2739
CAAS Capital Management
New York
$112K +$112K +3,900 New
EP
2740
Elkhorn Partners
Nebraska
$112K -$40.2K -1,400 -26%
TFA
2741
Toth Financial Advisory
Virginia
$111K +$144 +5 +0.1%
B
2742
Birchbrook
Maine
$108K +$108K +3,735 New
PP
2743
PFS Partners
New Jersey
$107K +$23.1K +803 +27%
MS
2744
Mizuho Securities
Japan
$107K +$77.1K +2,677 +262%
CCA
2745
Criterion Capital Advisors
Tennessee
$106K +$106K +3,666 New
SHIM
2746
Stone House Investment Management
Pennsylvania
$103K -$9.93K -345 -9%
MWA
2747
Moser Wealth Advisors
Washington
$103K – – –
TIM
2748
Tortoise Investment Management
New York
$99.1K -$68.6K -2,382 -41%
BFS
2749
Burkett Financial Services
South Carolina
$97.6K +$97.6K +3,391 New
PWMG
2750
Private Wealth Management Group
New Jersey
$97.6K +$97.6K +3,389 New
108 109
110
111 112