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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 %
TIA
1451
Traphagen Investment Advisors
New Jersey
$1.09M +$38.4K +1,334 +4%
WA
1452
Wealth Alliance
New York
$1.09M -$179K -6,216 -14%
WLPWM
1453
Walled Lake Planning & Wealth Management
Illinois
$1.09M -$2.43M -84,526 -69%
KC
1454
Kingfisher Capital
North Carolina
$1.09M +$1.84K +64 +0.2%
HCP
1455
Holt Capital Partners
Texas
$1.08M -$81.3K -2,825 -7%
HCM
1456
Highlander Capital Management
New Jersey
$1.08M +$366K +12,700 +51%
TTWM
1457
TCV Trust & Wealth Management
Virginia
$1.08M -$109K -3,793 -9%
FFA
1458
Fragasso Financial Advisors
Pennsylvania
$1.08M +$33.7K +1,171 +3%
IRAG
1459
Investment Research & Advisory Group
Georgia
$1.07M -$913K -31,710 -46%
6F
1460
626 Financial
Michigan
$1.07M -$120K -4,170 -10%
GIM
1461
Grassi Investment Management
California
$1.07M -$2.98M -103,700 -74%
UWS
1462
Unique Wealth Strategies
Illinois
$1.07M +$1.07M +37,134 New
RCM
1463
RNC Capital Management
California
$1.07M -$772K -26,801 -42%
LA
1464
LVW Advisors
New York
$1.07M -$724K -25,138 -40%
MIM
1465
Morningstar Investment Management
Illinois
$1.07M +$49.2K +1,710 +5%
PFGIA
1466
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$304K +10,573 +40%
DGAM
1467
Desjardins Global Asset Management
Quebec, Canada
$1.06M -$396K -13,744 -27%
SFP
1468
Shepherd Financial Partners
Massachusetts
$1.06M -$1.13M -39,344 -52%
FIM
1469
Freedom Investment Management
Connecticut
$1.05M -$249K -8,654 -19%
BWM
1470
Baystate Wealth Management
Massachusetts
$1.05M -$7.83K -272 -0.7%
AWM
1471
Aries Wealth Management
Maine
$1.05M -$179K -6,234 -15%
GWS
1472
Glassman Wealth Services
Virginia
$1.05M -$44K -1,528 -4%
CGL
1473
Clarius Group LLC
Washington
$1.04M -$299K -10,372 -22%
CC
1474
Cadinha & Co
Hawaii
$1.04M -$28.8K -1,000 -3%
FFG
1475
Frisch Financial Group
New York
$1.04M +$386K +13,411 +59%
57 58
59
60 61