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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 %
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$3.36M -$172K -6,214 -5%
JCM
802
Jacobi Capital Management
Pennsylvania
$3.36M +$8.99K +324 +0.3%
LFA
803
LGT Financial Advisors
Texas
$3.36M -$25.7K -925 -0.8%
HPIA
804
Hamilton Point Investment Advisors
North Carolina
$3.34M -$5.5K -198 -0.2%
WIC
805
Woodmont Investment Counsel
Tennessee
$3.33M +$358K +12,883 +12%
FNBOMD
806
First National Bank of Mount Dora
Florida
$3.33M +$464K +16,703 +16%
CA
807
Clearstead Advisors
Ohio
$3.32M -$662K -23,268 -17%
FWM
808
Focused Wealth Management
New York
$3.29M -$418K -15,052 -11%
DAS
809
Dynamic Advisor Solutions
Arizona
$3.29M -$1.82M -65,438 -36%
BFG
810
Bleakley Financial Group
New Jersey
$3.27M -$389K -14,008 -11%
NRG
811
Nemes Rush Group
Michigan
$3.27M +$1.32M +47,622 +68%
CCB
812
Cutter & Co Brokerage
Missouri
$3.26M +$369K +13,292 +13%
KJHP
813
K.J. Harrison & Partners
Ontario, Canada
$3.24M +$2.08M +74,912 +179%
PCTC
814
Perkins Coie Trust Company
Washington
$3.23M +$144K +5,185 +5%
Dodge & Cox
815
Dodge & Cox
California
$3.23M – – –
OIA
816
OneDigital Investment Advisors
Kansas
$3.23M +$203K +7,329 +7%
HCM
817
Hengehold Capital Management
Ohio
$3.23M +$625K +22,535 +24%
SCM
818
SOL Capital Management
Maryland
$3.22M +$326K +11,766 +11%
MIA
819
MMBG Investment Advisors
Florida
$3.22M -$1.16M -41,720 -26%
JAM
820
Jupiter Asset Management
United Kingdom
$3.22M +$3.22M +116,089 New
SMFG
821
Sumitomo Mitsui Financial Group
Japan
$3.22M +$461K +16,600 +17%
MOS
822
MGO One Seven
Ohio
$3.2M -$148K -5,344 -4%
LNWWM
823
Laird Norton Wetherby Wealth Management
California
$3.2M -$565K -20,351 -15%
DT
824
Diversified Trust
Tennessee
$3.2M +$285K +10,258 +10%
BP
825
Ballentine Partners
Massachusetts
$3.19M +$793K +28,589 +33%
31 32
33
34 35