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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 %
WAM
1801
Weinberger Asset Management
California
$632K -$21.9K -759 -3%
MA
1802
MKT Advisors
California
$630K -$30K -1,019 -5%
HFM
1803
Hartford Funds Management
Pennsylvania
$627K +$175K +6,086 +39%
RMCM
1804
Reynders McVeigh Capital Management
Massachusetts
$626K -$207K -7,209 -25%
TCM
1805
Traynor Capital Management
Pennsylvania
$625K -$342K -11,893 -35%
AI
1806
Accredited Investors
Minnesota
$624K -$15.8K -550 -2%
ERWM
1807
Elk River Wealth Management
Colorado
$624K -$186K -6,455 -23%
GWAG
1808
Garrett Wealth Advisory Group
Texas
$622K +$622K +21,598 New
GJIA
1809
Glass Jacobson Investment Advisors
Maryland
$621K +$691 +24 +0.1%
NW
1810
Naviter Wealth
Arkansas
$621K -$87.4K -3,036 -12%
PTC
1811
Philadelphia Trust Company
Pennsylvania
$620K -$23.5K -815 -4%
CAL
1812
Capital Analysts LLC
Pennsylvania
$619K -$1.29M -44,884 -68%
DA
1813
DCF Advisers
Connecticut
$619K -$489K -17,000 -44%
TWP
1814
Tyche Wealth Partners
Texas
$618K +$618K +21,479 New
SC
1815
Scholtz & Company
Connecticut
$618K +$618K +21,462 New
WC
1816
Wynn Capital
Georgia
$617K +$617K +21,423 New
DWM
1817
Drive Wealth Management
Utah
$616K -$90.2K -3,133 -13%
CNAM
1818
Campbell Newman Asset Management
Wisconsin
$615K – – –
AFG
1819
AFS Financial Group
Maryland
$614K -$564K -19,588 -48%
RTC
1820
Riverview Trust Company
Washington
$612K +$102K +3,537 +20%
BMM
1821
Berkshire Money Management
Massachusetts
$612K -$29K -1,008 -5%
RWMG
1822
Redwood Wealth Management Group
New Jersey
$612K +$27.9K +970 +5%
TFIPS
1823
Towarzystwo Funduszy Inwestycyjnych PZU SA
$611K +$611K +21,237 New
FWA
1824
FSC Wealth Advisors
New York
$610K +$7.34K +255 +1%
BPCE
1825
Bank Pictet & Cie (Europe)
Germany
$610K -$116K -4,024 -16%
71 72
73
74 75