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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 %
AP
1851
Atwood & Palmer
Missouri
$590K -$11.5K -400 -2%
SCM
1852
Sage Capital Management
New Jersey
$590K +$590K +20,479 New
BWS
1853
Buck Wealth Strategies
Colorado
$589K -$4.27M -148,364 -88%
BFA
1854
Beaumont Financial Advisors
Massachusetts
$587K -$148K -5,128 -20%
TIM
1855
Tevis Investment Management
Texas
$587K – – –
AC
1856
Avestar Capital
New York
$587K +$92.8K +3,223 +19%
SC
1857
Sawyer & Company
Massachusetts
$586K -$64.8K -2,248 -10%
GI
1858
Gradient Investments
Minnesota
$585K +$32.5K +1,129 +6%
GCM
1859
Gibraltar Capital Management
Oklahoma
$585K +$16.4K +571 +3%
DFA
1860
Delta Financial Advisors
Louisiana
$584K -$1.13M -39,393 -66%
KFA
1861
Krane Funds Advisors
New York
$583K +$33.5K +1,163 +6%
CCA
1862
Childress Capital Advisors
Texas
$583K +$12.6K +436 +2%
FCAS
1863
First Command Advisory Services
Texas
$582K -$12.5K -434 -2%
E3F
1864
Eight 31 Financial
Texas
$580K +$580K +20,162 New
Koshinski Asset Management
1865
Koshinski Asset Management
Illinois
$580K -$245K -8,517 -30%
DG
1866
DMC Group
Alabama
$580K -$110K -3,806 -16%
RIA
1867
Richwood Investment Advisors
Ohio
$579K -$6.28K -218 -1%
AC
1868
Allstate Corporation
Illinois
$577K +$16.9K +588 +3%
AWE
1869
Avidian Wealth Enterprises
Texas
$576K -$31.3K -1,087 -5%
CA
1870
Carson Advisory
Georgia
$575K -$113K -3,910 -16%
MWA
1871
Monograph Wealth Advisors
California
$574K +$24.6K +853 +4%
WAAG
1872
Wealth Alliance Advisory Group
Kansas
$573K -$29.4K -1,022 -5%
IMA
1873
Investment Management Associates
Colorado
$572K -$195K -6,789 -25%
CCWA
1874
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$571K +$17.1K +594 +3%
BW
1875
Bison Wealth
Georgia
$571K -$58.3K -2,024 -9%
73 74
75
76 77