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
Name Holding Trade Value Shares
Change
Shares
Change %
BLAM
1701
Bourne Lent Asset Management
New York
$743K -$317K -11,000 -30%
CFS
1702
Commonwealth Financial Services
West Virginia
$742K +$38.8K +1,349 +6%
BTWM
1703
Baker Tilly Wealth Management
Wisconsin
$742K -$1.38M -47,968 -65%
GC
1704
Gilbert & Cook
Iowa
$738K +$27.2K +945 +4%
9WM
1705
9258 Wealth Management
Ohio
$738K -$12.6K -436 -2%
PP
1706
PDS Planning
Ohio
$737K +$27.9K +968 +4%
APG
1707
Abacus Planning Group
South Carolina
$736K -$13.9K -482 -2%
AWM
1708
Adams Wealth Management
Utah
$736K +$63.9K +2,218 +10%
GSEP
1709
Golden State Equity Partners
California
$734K +$421K +14,607 +134%
BAM
1710
Beaumont Asset Management
Texas
$733K -$28.6K -994 -4%
NC
1711
Napatree Capital
Rhode Island
$729K +$729K +25,316 New
MFWP
1712
Mosaic Family Wealth Partners
Missouri
$729K +$1.21K +42 +0.2%
GFA
1713
Gallagher Fiduciary Advisors
Illinois
$724K +$186K +6,455 +35%
IIC
1714
Integrated Investment Consultants
Michigan
$724K +$138K +4,777 +23%
PAS
1715
Professional Advisory Services
Florida
$724K +$4.32K +150 +0.6%
GF
1716
Gries Financial
Ohio
$723K -$6.28K -218 -0.9%
JMFC
1717
J.M. Forbes & Co
Massachusetts
$722K
DA
1718
Detalus Advisors
Missouri
$720K -$159K -5,539 -18%
Fiera Capital (Canada)
1719
Fiera Capital (Canada)
Quebec, Canada
$718K +$718K +24,956 New
CHC
1720
City Holding Co
West Virginia
$717K -$101K -3,520 -12%
RRA
1721
Round Rock Advisors
Connecticut
$716K -$328K -11,398 -31%
TCM
1722
Triumph Capital Management
Colorado
$715K +$281K +9,744 +65%
BFG
1723
Berger Financial Group
Minnesota
$714K -$42.8K -1,486 -6%
CG
1724
CFO4Life Group
Texas
$712K -$31K -1,078 -4%
CFD
1725
Creative Financial Designs
Indiana
$711K +$518K +18,007 +269%