Pfizer
PFE
2,936 hedge funds and large institutions have $114B invested in Pfizer in 2023 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 868 increasing their positions, 1,587 reducing their positions, and 269 closing their positions.
21% more first-time investments, than exits
New positions opened: 326 | Existing positions closed: 269
0.88% more ownership
Funds ownership: 69.26% → 70.14% (+0.88%)
0% more funds holding
Funds holding: 2,926 → 2,936 (+10)
13% less capital invested
Capital invested by funds: $131B → $114B (-$17.1B)
23% less funds holding in top 10
Funds holding in top 10: 52 → 40 (-12)
29% less call options, than puts
Call options by funds: $2.5B | Put options by funds: $3.5B
45% less repeat investments, than reductions
Existing positions increased: 868 | Existing positions reduced: 1,587
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.4B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$336M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$331M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$282M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$256M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$558M |
| 2 |
Two Sigma Advisers
New York
|
-$300M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$266M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$262M |
| 5 |
Two Sigma Investments
New York
|
-$232M |
PFE Hedge Fund Activity: Q4 2023 in Review
2,936 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2023, worth a combined $114B — down 13% from $131B a quarter earlier.
Buyers outnumbered sellers: 326 funds opened new PFE positions and 269 closed out — a net gain of 57 holders — while 868 added to existing stakes and 1,587 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.4B. The largest seller was T. Rowe Price Associates, cutting an estimated $558M.
- 2,936 institutional investors held Pfizer (PFE) as of Q4 2023, up from 2,926 in Q3 2023.
- Funds reported $114B of Pfizer stock for Q4 2023, down 13% quarter-over-quarter.
- 326 funds opened new Pfizer positions in Q4 2023 and 269 closed out, a net change of +57 holders.
- The largest Pfizer buyer in Q4 2023 was Morgan Stanley, an estimated $2.4B added.
- The largest Pfizer seller in Q4 2023 was T. Rowe Price Associates, an estimated $558M sold.
Based on aggregated 13F filings for Q4 2023.