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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 %
JWM
1426
JPL Wealth Management
Colorado
$1.14M +$1.14M +39,493 New
EM
1427
ELCO Management
New York
$1.14M +$1.14M +39,486 New
FTIS
1428
First Trust Investment Solutions
Florida
$1.14M +$1.14M +39,455 New
WF
1429
Warner Financial
Maryland
$1.13M +$45.6K +1,583 +4%
ST
1430
Somerset Trust
Pennsylvania
$1.13M -$40.7K -1,415 -3%
SCI
1431
S&CO Inc
Massachusetts
$1.13M -$101K -3,500 -8%
MMG
1432
Monetary Management Group
Missouri
$1.13M +$14.4K +500 +1%
CA
1433
Claro Advisors
Massachusetts
$1.12M -$423K -14,704 -27%
JWCA
1434
J.W. Coons Advisors
Ohio
$1.12M -$147K -5,100 -12%
CCWM
1435
Cassaday & Co Wealth Management
Virginia
$1.12M -$168K -5,839 -13%
CAM
1436
Cozad Asset Management
Illinois
$1.12M -$50.3K -1,747 -4%
V
1437
VeraBank
Texas
$1.11M -$70.4K -2,445 -6%
CA
1438
Continuum Advisory
Idaho
$1.11M -$839K -29,131 -43%
RIA
1439
Realta Investment Advisors
Delaware
$1.11M -$70.1K -2,435 -6%
LAM
1440
Lynch Asset Management
Pennsylvania
$1.1M +$527K +18,300 +92%
SAMT
1441
Select Asset Management & Trust
Pennsylvania
$1.1M -$3.08K -107 -0.3%
CRI
1442
Colonial River Investments
Virginia
$1.1M +$276K +9,572 +33%
PCMF
1443
Private Capital Management (Florida)
Florida
$1.1M -$230K -8,000 -17%
WA
1444
Wambolt & Associates
Colorado
$1.1M -$374K -12,984 -25%
DJSG
1445
D.J. St. Germain
Massachusetts
$1.09M -$2.43M -84,354 -69%
KFGK
1446
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$102K +3,539 +10%
HWP
1447
Highline Wealth Partners
California
$1.09M +$79.5K +2,763 +8%
PCA
1448
Peddock Capital Advisors
Massachusetts
$1.09M -$313K -10,856 -22%
FFA
1449
Farther Finance Advisors
California
$1.09M +$345K +11,997 +46%
BOSSRA
1450
B.O.S.S. Retirement Advisors
Utah
$1.09M -$94.9K -3,298 -8%
56 57
58
59 60