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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 %
AFT
1951
Alpha Family Trust
California
$512K +$512K +17,775 New
GLLW
1952
Graves Light Lenhart Wealth
Virginia
$511K -$29.2K -1,013 -5%
OIM
1953
Oder Investment Management
California
$509K -$57.6K -1,999 -10%
SFI
1954
SPC Financial Inc
Maryland
$508K +$12.2K +424 +2%
BMM
1955
Buffington Mohr McNeal
Idaho
$508K +$150K +5,200 +42%
SIM
1956
Sentry Investment Management
Wisconsin
$508K -$435K -15,131 -46%
MYIA
1957
Mount Yale Investment Advisors
Colorado
$507K -$4.99M -173,410 -91%
CANC
1958
Culbertson A N & Co
Virginia
$506K +$164K +5,705 +48%
LI
1959
Lafayette Investments
Maryland
$505K +$2.25K +78 +0.4%
CRIG
1960
Charter Research & Investment Group
Connecticut
$504K – – –
LA
1961
Latitude Advisors
Florida
$503K -$85.9K -2,985 -15%
OHWA
1962
Oak Hill Wealth Advisors
Virginia
$503K -$60.4K -2,099 -11%
RDFA
1963
Ritter Daniher Financial Advisory
Ohio
$503K -$51.8K -1,800 -9%
RIG
1964
Renaissance Investment Group
Massachusetts
$503K +$57.6K +2,000 +13%
CCA
1965
Cravens & Co Advisors
Tennessee
$503K -$166K -5,758 -25%
BFO
1966
Biltmore Family Office
North Carolina
$502K -$63.6K -2,210 -11%
PPP
1967
Private Portfolio Partners
New Jersey
$501K -$12.9K -447 -3%
OAM
1968
Oak Asset Management
California
$501K -$103K -3,570 -17%
ACM
1969
ADAR1 Capital Management
Texas
$501K +$501K +17,400 New
CM
1970
Caption Management
Oklahoma
$501K +$501K +17,400 New
APW
1971
Austin Private Wealth
Texas
$501K +$86.9K +3,017 +21%
AA
1972
Altman Advisors
Illinois
$500K -$566K -19,644 -53%
SAM
1973
Sompo Asset Management
Japan
$500K -$76K -2,640 -13%
SFS
1974
Strategic Financial Services
New York
$500K -$71.3K -2,478 -12%
PSC
1975
Prentiss Smith & Co
Vermont
$499K -$14.4K -500 -3%
77 78
79
80 81