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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 %
TCWA
2751
Turtle Creek Wealth Advisors
Texas
$97.3K +$97.3K +3,380 New
CTB
2752
Country Trust Bank
Illinois
$93.6K -$95.9K -3,332 -51%
ETC
2753
Exchange Traded Concepts
Oklahoma
$93.2K +$83K +2,883 +812%
EL
2754
EMFO LLC
Florida
$92.7K -$111K -3,860 -55%
SFFS
2755
Stonehage Fleming Financial Services
Jersey
$92.7K -$115K -4,000 -55%
HFM
2756
Hartford Financial Management
Connecticut
$90K -$47.6K -1,652 -35%
KFS
2757
Kelly Financial Services
Massachusetts
$89.3K +$1.01K +35 +1%
BAM
2758
Bellevue Asset Management
Washington
$87.7K -$4.81K -167 -5%
CJ
2759
Caitlin John
Michigan
$87.5K +$87.5K +3,039 New
VAMG
2760
Voisard Asset Management Group
Michigan
$86.3K +$86.3K +2,998 New
AWM
2761
Atticus Wealth Management
Florida
$86.1K -$27.3K -947 -24%
CCMI
2762
Creative Capital Management Investments
California
$86K +$19.9K +692 +30%
JEST
2763
JTC Employer Solutions Trustee
Jersey
$86K – – –
ODG
2764
O'Dell Group
Ohio
$84.7K +$84.7K +2,942 New
JGCM
2765
Joseph Group Capital Management
Ohio
$84.3K -$1.68M -58,387 -95%
LIWM
2766
Long Island Wealth Management
New York
$84K +$84K +2,909 New
AWM
2767
Activest Wealth Management
Florida
$83.9K +$31.5K +1,094 +60%
FG
2768
Fairman Group
Pennsylvania
$83.6K +$83.6K +2,903 New
MBFW
2769
Morton Brown Family Wealth
Pennsylvania
$83K +$1.12K +39 +1%
GWSA
2770
Global Wealth Strategies & Associates
Colorado
$81.6K -$1.18K -41 -1%
GKIM
2771
GW&K Investment Management
Massachusetts
$81K +$9.37K +326 +13%
WBC
2772
West Branch Capital
Massachusetts
$80.5K -$1.54M -53,628 -95%
DF
2773
DecisionPoint Financial
Arizona
$79.8K -$403 -14 -0.5%
LD
2774
Lipe & Dalton
New York
$79K – – –
CPG
2775
Cornerstone Planning Group
New Jersey
$77.9K -$2.36K -82 -3%
109 110
111
112 113