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
Name Holding Trade Value Shares
Change
Shares
Change %
M
701
MOTCO
Texas
$4.3M -$838K -29,094 -16%
AOWM
702
Alpha Omega Wealth Management
Virginia
$4.3M +$486K +16,875 +13%
MIA
703
MainStreet Investment Advisors
Illinois
$4.3M -$1.09M -37,790 -20%
NRS
704
Neville Rodie & Shaw
New York
$4.29M -$199K -6,921 -4%
AIM
705
Anchor Investment Management
South Carolina
$4.28M -$237K -8,232 -5%
CAM
706
Columbia Asset Management
Michigan
$4.27M -$453K -15,726 -10%
CAG
707
Crestwood Advisors Group
Massachusetts
$4.27M -$135K -4,699 -3%
Verition Fund Management
708
Verition Fund Management
Connecticut
$4.24M +$398K +13,819 +10%
RHAM
709
Round Hill Asset Management
California
$4.23M -$43.3K -1,505 -1%
FCBT
710
First Citizens Bank & Trust
North Carolina
$4.22M -$1.15M -39,787 -21%
AUB
711
Atlantic Union Bankshares
Virginia
$4.2M +$80.7K +2,802 +2%
DIA
712
Dean Investment Associates
Ohio
$4.2M -$221K -7,688 -5%
CFG
713
Citizens Financial Group
Rhode Island
$4.2M +$1.21M +42,202 +41%
SMI
714
Shelter Mutual Insurance
Missouri
$4.2M
NC
715
NewSquare Capital
Pennsylvania
$4.19M +$124K +4,354 +3%
AAMA
716
Advanced Asset Management Advisors
Ohio
$4.18M -$5.79K -201 -0.1%
OC
717
Oppenheimer & Close
New York
$4.16M +$152K +5,285 +4%
Impax Asset Management Group
718
Impax Asset Management Group
United Kingdom
$4.15M +$582K +20,221 +16%
JIC
719
Johnson Investment Counsel
Ohio
$4.14M -$505K -17,544 -11%
CCB
720
Country Club Bank
Missouri
$4.1M -$2.67M -92,643 -39%
RDWM
721
Red Door Wealth Management
Tennessee
$4.09M +$118K +4,114 +3%
APP
722
Avantax Planning Partners
Iowa
$4.09M -$153K -5,322 -4%
PCM
723
Parsons Capital Management
Rhode Island
$4.09M -$1.87M -65,028 -31%
ZCM
724
Ziegler Capital Management
Illinois
$4.07M +$363K +12,572 +10%
RGI
725
River Global Investors
United Kingdom
$4.07M -$16.6K -576 -0.4%