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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
$4.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.89B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$514M
4
Citadel Advisors
Citadel Advisors
Florida
$335M
5
Charles Schwab
Charles Schwab
California
$2.99B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$2.74M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$879M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$87M
4
Capital World Investors
Capital World Investors
California
$4.99B
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
2776
Aspire Private Capital
North Carolina
$75.8K -$3.83K -133 -5%
PG
2777
Proffitt & Goodson
Tennessee
$71.8K +$11.5K +400 +19%
MHR
2778
Matthew Hamilton Rosenberg
$70.7K -$93.9K -3,263 -57%
CPG
2779
Custom Portfolio Group
Colorado
$70.6K +$70.6K +2,453 New
SR
2780
Syntax Research
Florida
$70.5K +$5.21K +181 +8%
AI
2781
AXS Investments
New York
$69.8K -$1.01M -35,176 -94%
DEM
2782
Disciplined Equity Management
Florida
$69.4K +$63.3K +2,200 +1,048%
CIR
2783
Clear Investment Research
Georgia
$68.8K – – –
GPI
2784
General Partner Inc
Pennsylvania
$68.2K – – –
RAM
2785
Ramirez Asset Management
New York
$66.8K – – –
FSWA
2786
Financial Synergies Wealth Advisors
Texas
$65.5K -$78.3K -1,529 -54%
SNB
2787
Security National Bank
Nebraska
$64.8K +$64.8K +2,252 New
GWM
2788
Guardian Wealth Management
Illinois
$64.7K +$46K +1,597 +246%
PP
2789
PrairieView Partners
Minnesota
$64K -$8.57K -299 -12%
Cohen & Steers
2790
Cohen & Steers
New York
$64K – – –
DWMG
2791
DB Wealth Management Group
California
$61K -$4.38K -152 -7%
FCG
2792
Financial Connections Group
California
$60K +$60K +2,099 New
PPWM
2793
PFG Private Wealth Management
Florida
$59.8K -$4.75K -165 -7%
SVCP
2794
Silicon Valley Capital Partners
California
$59.6K +$777 +27 +1%
BI
2795
Bramshill Investments
Florida
$59.4K – – –
GGI
2796
Godsey & Gibb Inc
Virginia
$58.9K +$29.2K +1,016 +99%
LFASL
2797
Lugano Financial Advisors SA (LFA)
Switzerland
$57.6K – – –
CFS
2798
CGC Financial Services
Oregon
$57.1K – – –
ACA
2799
American Capital Advisory
Idaho
$56.7K +$56.7K +1,968 New
OCM
2800
Orion Capital Management
California
$56.5K -$148K -5,130 -72%
110 111
112
113 114