PFE icon

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
42.73%
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
1,579
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
+$2.28B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$320M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$315M
4
Citadel Advisors
Citadel Advisors
Florida
+$269M
5
Charles Schwab
Charles Schwab
California
+$243M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.66B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$286M
4
Capital World Investors
Capital World Investors
California
-$253M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
726
AR Asset Management
California
$4.05M -$28.8K -1,000 -0.7%
CFM
727
Capricorn Fund Managers
United Kingdom
$4.04M +$4.04M +140,348 New
RMC
728
Resources Management Corp
Connecticut
$4.04M -$606K -21,032 -13%
HAIM
729
Hunter Associates Investment Management
Pennsylvania
$4.03M -$59.4K -2,063 -1%
KIA
730
KCM Investment Advisors
California
$4.03M -$529K -18,384 -12%
BCM
731
Birmingham Capital Management
Alabama
$4.03M -$68K -2,363 -2%
CA
732
Clearstead Advisors
Ohio
$4.03M -$5.54M -192,517 -58%
KS
733
Karpas Strategies
Connecticut
$3.99M -$67.2K -2,334 -2%
NCM
734
Narwhal Capital Management
Georgia
$3.94M -$760K -26,393 -16%
LDB
735
Lee, Danner & Bass
Tennessee
$3.93M -$582K -20,220 -13%
MIM
736
Marco Investment Management
Georgia
$3.91M -$60.7K -2,108 -2%
1SB
737
1ST Source Bank
Indiana
$3.91M +$192K +6,676 +5%
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$3.9M -$225K -7,828 -5%
CIC
739
Carnegie Investment Counsel
Ohio
$3.9M -$1.48M -51,315 -27%
FFA
740
First Foundation Advisors
California
$3.89M -$1.03M -35,671 -21%
PF
741
Phoenix Financial
Israel
$3.89M -$719K -22,187 -16%
IGAM
742
iA Global Asset Management
Quebec, Canada
$3.89M +$160K +5,568 +4%
LNC
743
Lincoln National Corp
Pennsylvania
$3.89M -$173K -6,008 -4%
PAS
744
Park Avenue Securities
New York
$3.87M -$470K -16,319 -11%
RMAM
745
Raab & Moskowitz Asset Management
New Jersey
$3.85M +$54.2K +1,884 +1%
FWM
746
Focused Wealth Management
New York
$3.85M +$955K +33,184 +33%
RCAG
747
Rehmann Capital Advisory Group
Michigan
$3.85M +$299K +10,386 +8%
LIA
748
LS Investment Advisors
Michigan
$3.85M +$39.9K +1,386 +1%
EG
749
Ellerson Group
Maryland
$3.85M +$3.43M +119,262 +833%
TW
750
TrinityPoint Wealth
Connecticut
$3.84M -$692K -24,038 -15%
28 29
30
31 32