PFE icon

Pfizer
PFE

Overview Fund Activity

2,854 hedge funds and large institutions have $105B invested in Pfizer in 2024 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,215 increasing their positions, 1,240 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,854
Holders Change
-61
Holders Change %
-2.09%
% of All Funds
41.37%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.45%
New
188
Increased
1,215
Reduced
1,240
Closed
214
Calls
$2.19B
Puts
$3.82B
Net Calls
-$1.62B
Net Calls Change
-$611M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$496M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$292M
3
Barclays
Barclays
United Kingdom
+$276M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$271M
5
Two Sigma Investments
Two Sigma Investments
New York
+$234M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.71B
3
Capital World Investors
Capital World Investors
California
-$1.69B
4
JIM
Jensen Investment Management
Oregon
-$339M
5
Deutsche Bank
Deutsche Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMIA
501
Patrick Mauro Investment Advisor
Illinois
$7.73M +$760K +27,405 +11%
CA
502
Cullinan Associates
Kentucky
$7.72M +$2.31M +83,384 +43%
DWP
503
Daymark Wealth Partners
Ohio
$7.71M +$168K +6,044 +2%
MAA
504
Matrix Asset Advisors
New York
$7.71M +$1.92M +69,339 +33%
LBC
505
Lowe Brockenbrough & Co
Virginia
$7.68M +$586K +21,122 +8%
MA
506
Mutual Advisors
Nebraska
$7.67M +$1.66M +59,742 +28%
ONB
507
Old National Bancorp
Indiana
$7.66M +$1.42M +51,045 +23%
SFA
508
Sequoia Financial Advisors
Ohio
$7.64M -$719K -25,924 -9%
VFM
509
Viking Fund Management
North Dakota
$7.63M +$1.66M +59,700 +28%
AI
510
Atria Investments
North Carolina
$7.63M +$824K +29,688 +12%
XWM
511
Xcel Wealth Management
Florida
$7.57M +$979K +35,280 +15%
PR
512
Payden & Rygel
California
$7.5M +$6.67M +240,400 +802%
PRIG
513
Payden & Rygel Investment Group
California
$7.5M +$7.5M +270,380 New
CB
514
Cadence Bank
Mississippi
$7.5M -$524K -18,891 -7%
BC
515
Bruce & Co
Illinois
$7.45M – – –
MDCM
516
Morgan Dempsey Capital Management
Wisconsin
$7.44M -$398K -14,355 -5%
LIM
517
Longfellow Investment Management
Massachusetts
$7.39M +$134K +4,832 +2%
IWA
518
IBEX Wealth Advisors
New Jersey
$7.38M +$7.38M +143,973 New
CA
519
Commerzbank Aktiengesellschaft
Germany
$7.36M +$1.16M +41,793 +19%
RIA
520
Regal Investment Advisors
Michigan
$7.31M +$1.61M +58,142 +28%
BFS
521
Bradley Foster & Sargent
Connecticut
$7.29M -$553K -19,926 -7%
SWP
522
Stratos Wealth Partners
Ohio
$7.25M +$1.03M +37,051 +17%
KCM
523
Kanawha Capital Management
Virginia
$7.24M +$1.06M +38,126 +17%
WTC
524
WhitTier Trust Company
Nevada
$7.24M -$215K -7,762 -3%
EWM
525
Edge Wealth Management
New York
$7.22M +$142K +5,121 +2%
19 20
21
22 23