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Pfizer
PFE

Overview Fund Activity

2,914 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, 1,578 reducing their positions, and 269 closing their positions.

Holders
2,914
Holders Change
+6
Holders Change %
+0.21%
% of All Funds
42.73%
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
1,578
Closed
269
Calls
$2.49B
Puts
$3.5B
Net Calls
-$1.01B
Net Calls Change
-$790M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.73B
2
UE
2
Unisphere Establishment
Liechtenstein
$332M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.89B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$514M
5
Citadel Advisors
5
Citadel Advisors
Florida
$335M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$2.74M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$879M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$87M
4
Capital World Investors
4
Capital World Investors
California
$4.99B
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$46.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMG
3026
Levy Wealth Management Group
Pennsylvania
– – -10,508 Closed
FAM
3027
Fenimore Asset Management
New York
– – -10,409 Closed
RWMH
3028
Riverpoint Wealth Management Holdings
Illinois
– – -10,397 Closed
SWP
3029
Strategic Wealth Partners
Ohio
– – -10,379 Closed
FPCP
3030
Fort Point Capital Partners
California
– – -9,955 Closed
RWB
3031
RMR Wealth Builders
New Jersey
– – -9,897 Closed
XSC
3032
X-Square Capital
Puerto Rico
– – -9,778 Closed
CPSC
3033
Carl P. Sherr & Co
Massachusetts
– – -9,778 Closed
BBW
3034
Blue Barn Wealth
Utah
– – -9,619 Closed
CC
3035
Constitution Capital
Connecticut
– – -9,608 Closed
FW
3036
FirstPurpose Wealth
Utah
– – -9,569 Closed
QFA
3037
Quantum Financial Advisors
California
– – -9,555 Closed
TFP
3038
Triune Financial Partners
Kansas
– – -9,474 Closed
CFO
3039
Collective Family Office
Pennsylvania
– – -9,371 Closed
BWM
3040
BNC Wealth Management
Oregon
– – -9,281 Closed
OBGC
3041
O'Brien Greene & Co
Pennsylvania
– – -9,255 Closed
MS
3042
Madden Securities
Texas
– – -9,131 Closed
LF
3043
LifeSteps Financial
California
– – -9,125 Closed
CF
3044
Clarity Financial
Texas
– – -9,108 Closed
TBC
3045
Ted Buchan & Co
California
– – -8,868 Closed
CI
3046
Carroll Investors
South Carolina
– – -8,736 Closed
PFWA
3047
Paces Ferry Wealth Advisors
Georgia
– – -8,700 Closed
FWMM
3048
Foundation Wealth Management (Missouri)
Missouri
– – -8,547 Closed
THWM
3049
Taylor Hoffman Wealth Management
Virginia
– – -8,438 Closed
GAM
3050
GEM Asset Management
Michigan
– – -8,323 Closed
120 121
122
123 124