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 %
ABLA
1901
Alan B. Lancz & Associates
Ohio
$553K -$64.8K -2,250 -10%
FA
1902
Fountainhead AM
New Jersey
$551K +$551K +19,151 New
XS
1903
XR Securities
Illinois
$550K +$550K +19,121 New
RWP
1904
Revolve Wealth Partners
New Jersey
$550K -$7.86K -273 -1%
OBWG
1905
Onyx Bridge Wealth Group
New York
$548K +$53K +1,841 +11%
HBW
1906
Hazlett, Burt & Watson
West Virginia
$548K -$41.2K -1,428 -7%
MIM
1907
MTM Investment Management
South Carolina
$548K +$1.99K +69 +0.4%
AIA
1908
Angeles Investment Advisors
California
$547K +$14.8K +514 +3%
PCMC
1909
Paragon Capital Management (Colorado)
Colorado
$546K +$28.8K +1,000 +6%
PWM
1910
PBMares Wealth Management
Virginia
$542K -$133K -4,628 -20%
ACM
1911
Allred Capital Management
Texas
$542K -$65.1K -2,261 -11%
SIC
1912
Samalin Investment Counsel
New York
$538K +$212K +7,361 +65%
VCM
1913
Vivaldi Capital Management
Illinois
$537K -$35.5K -1,315 -6%
EWA
1914
EverSource Wealth Advisors
Alabama
$536K -$55.6K -1,931 -9%
1IA
1915
1620 Investment Advisors
Massachusetts
$536K +$8.93K +310 +2%
ECG
1916
Edge Capital Group
Georgia
$535K -$125K -4,338 -19%
OLA
1917
Oliver Luxxe Assets
New Jersey
$534K
SFP
1918
Sweet Financial Partners
Minnesota
$533K +$226K +7,858 +74%
PCM
1919
Princeton Capital Management
New Jersey
$531K -$75.8K -2,634 -12%
KJWM
1920
Kiley Juergens Wealth Management
Washington
$531K -$175K -6,077 -25%
NF
1921
Norwood Financial
Pennsylvania
$530K -$8.64K -300 -2%
AFG
1922
Atomi Financial Group
New York
$530K +$128K +4,444 +32%
SWMP
1923
Signature Wealth Management Partners
New Jersey
$530K -$17.5K -607 -3%
LCM
1924
Lazari Capital Management
California
$528K -$28.8K -1,000 -5%
HHAA
1925
Henry H. Armstrong Associates
Pennsylvania
$527K -$169K -5,873 -24%