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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 %
PI
901
PGGM Investments
Netherlands
$2.76M -$1.46M -50,565 -35%
CG
902
Caprock Group
Idaho
$2.75M +$1.01M +35,063 +58%
TCBWMS
903
Texas Capital Bank Wealth Management Services
Texas
$2.74M +$1.51M +79,668 +123%
QFA
904
Quattro Financial Advisors
Texas
$2.74M -$5.66B -59,971 -100%
CAM
905
Claret Asset Management
Quebec, Canada
$2.7M +$2.47M +85,911 +1,075%
SGI
906
Summit Global Investments
Utah
$2.7M +$96.4K +3,348 +4%
LFAS
907
Level Four Advisory Services
Texas
$2.7M -$1.04M -36,197 -28%
HCM
908
Hengehold Capital Management
Ohio
$2.7M -$52.6K -1,828 -2%
WAOTB
909
Wealth Advisors of Tampa Bay
Florida
$2.7M -$2.71M -94,008 -50%
S
910
SignatureFD
Georgia
$2.69M -$1.48M -51,510 -36%
SHFA
911
SS&H Financial Advisors
Michigan
$2.69M -$66.2K -2,300 -2%
SA
912
Shilanski & Associates
Alaska
$2.68M +$21.6K +751 +0.8%
BL
913
Balentine LLC
Georgia
$2.67M +$511K +17,755 +24%
SWM
914
Spire Wealth Management
Virginia
$2.65M -$117K -4,150 -4%
WMSA
915
Weiss Multi-Strategy Advisers
New York
$2.64M +$2.64M +91,562 New
PL
916
Plancorp LLC
Missouri
$2.63M -$43.2K -1,499 -2%
LPT
917
Legacy Private Trust
Wisconsin
$2.62M -$941K -32,686 -26%
SP
918
Stablepoint Partners
Massachusetts
$2.62M +$2.62M +90,897 New
DIA
919
Dana Investment Advisors
Wisconsin
$2.61M -$67.7K -2,352 -3%
JHCP
920
Jackson Hole Capital Partners
Oklahoma
$2.6M +$96.2K +3,342 +4%
CPSAC
921
Chas P. Smith & Associates (CPS)
Florida
$2.6M -$550K -19,093 -17%
GCIM
922
Gunn & Company Investment Management
Florida
$2.6M +$2.6M +90,341 New
RWM
923
Rockline Wealth Management
New York
$2.6M +$2.6M +90,226 New
SFM
924
Sphera Funds Management
Israel
$2.59M – – –
AGDI
925
Absolute Gestao de Investimentos
Brazil
$2.59M +$2.59M +90,000 New
35 36
37
38 39