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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 %
WTB
1526
Washington Trust Bank
Washington
$967K -$108K -3,744 -10%
GL
1527
Graypoint LLC
New York
$966K -$454K -15,765 -32%
CWM
1528
Concentric Wealth Management
California
$963K -$273K -9,491 -22%
GJWM
1529
Gilliland Jeter Wealth Management
Arkansas
$962K +$962K +33,411 New
WA
1530
WBH Advisory
Maryland
$961K -$60.8K -2,111 -6%
HCM
1531
Huber Capital Management
California
$960K -$2.37M -82,284 -71%
CWI
1532
Conscious Wealth Investments
Florida
$960K +$960K +34,914 New
MW
1533
Marcum Wealth
Ohio
$960K -$164K -5,680 -15%
LJHT
1534
Laurie J. Hall Trustee
$959K -$14.4K -500 -1%
MMPW
1535
Mitchell McLeod Pugh & Williams
Alabama
$958K -$51.7K -1,797 -5%
OCAM
1536
Onex Canada Asset Management
Ontario, Canada
$957K -$1.63M -56,558 -63%
CFAM
1537
Center For Asset Management
Florida
$956K -$72.3K -2,513 -7%
FPAS
1538
Focus Partners Advisor Solutions
Missouri
$954K -$930K -32,287 -49%
OP
1539
ORG Partners
Indiana
$953K +$217K +7,546 +30%
FFP
1540
FourThought Financial Partners
Florida
$948K +$4.2K +146 +0.4%
RWM
1541
Ritholtz Wealth Management
New York
$946K +$133K +4,608 +16%
MIFH
1542
Migdal Insurance & Financial Holdings
Israel
$943K -$50.7M -1,761,741 -98%
CT
1543
Clearstead Trust
Maine
$942K -$85.7K -2,975 -8%
FMTCOCP
1544
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$941K -$46K -1,598 -5%
ZIC
1545
ZWJ Investment Counsel
Georgia
$941K -$286K -9,940 -23%
TCPWM
1546
Traverso Chambers Private Wealth Management
California
$939K +$17K +589 +2%
BHPW
1547
Beverly Hills Private Wealth
California
$938K -$1.38M -47,842 -59%
REMPR
1548
Roof Eidam Maycock Peralta (REMP)
California
$930K +$58 +2 +0%
AWM
1549
Able Wealth Management
New Jersey
$929K +$929K +32,271 New
SFG
1550
Summit Financial Group
West Virginia
$929K +$4.03K +140 +0.4%
60 61
62
63 64