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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 %
NFSG
1976
Newbridge Financial Services Group
Florida
$497K +$79.7K +2,769 +19%
MHI
1977
Miller Howard Investments
New York
$497K -$15.2K -527 -3%
BWA
1978
Blodgett Wealth Advisors
California
$495K -$625K -21,697 -56%
GCA
1979
Gradient Capital Advisors
California
$495K -$59.6K -2,071 -11%
CHA
1980
Carmichael Hill & Associates
Maryland
$493K -$17.9K -620 -3%
FMP
1981
Financial Management Professionals
Texas
$492K +$87.6K +3,043 +22%
EWM
1982
Evermay Wealth Management
Virginia
$490K -$34.4K -1,194 -7%
BI
1983
Ballast Inc
Kentucky
$490K -$413K -14,342 -46%
AIA
1984
AIMZ Investment Advisors
California
$487K -$835 -29 -0.2%
WP
1985
Westmount Partners
California
$487K -$45.7K -1,586 -9%
SMA
1986
Sage Mountain Advisors
Georgia
$487K -$180K -6,255 -27%
SC
1987
Sepio Capital
Utah
$486K -$2.04M -70,723 -81%
EA
1988
Eclectic Associates
California
$484K -$245K -8,520 -34%
TAM
1989
Trillium Asset Management
Massachusetts
$483K – – –
TWM
1990
Tradition Wealth Management
Minnesota
$483K +$74.3K +2,583 +18%
SPWM
1991
Schrum Private Wealth Management
Florida
$482K -$293K -10,183 -38%
RWM
1992
RKL Wealth Management
Pennsylvania
$482K +$220K +7,652 +84%
BRM
1993
Boston Research & Management
Massachusetts
$482K -$209K -7,278 -30%
KWMG
1994
King Wealth Management Group
Florida
$480K +$11.2K +388 +2%
CFFP
1995
Center for Financial Planning
Michigan
$480K -$39.5K -1,371 -8%
LIA
1996
LBMC Investment Advisors
Tennessee
$480K -$6.79K -236 -1%
ERIM
1997
Eagle Ridge Investment Management
Connecticut
$480K -$83.1K -2,887 -15%
NCM
1998
Noesis Capital Mangement
Florida
$479K +$5.76K +200 +1%
IWA
1999
Icon Wealth Advisors
Texas
$479K +$479K +16,632 New
DBIA
2000
Dumont & Blake Investment Advisors
New Jersey
$478K -$12.4K -430 -3%
78 79
80
81 82