PFE icon

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 %
EAM
2026
Evanson Asset Management
California
$462K -$72.6K -2,523 -14%
ORC
2027
O'Rourke & Company
Massachusetts
$462K -$145K -5,048 -24%
FPCG
2028
Fort Pitt Capital Group
Pennsylvania
$460K -$6.91K -240 -1%
LCGC
2029
Legacy Capital Group California
California
$460K +$144 +5 +0%
TSWM
2030
Tyler-Stone Wealth Management
Ohio
$459K -$23.6K -821 -5%
VCP
2031
Verus Capital Partners
Arizona
$458K +$39.5K +1,373 +9%
MA
2032
MBA Advisors
Pennsylvania
$458K -$35.1K -1,218 -7%
HGA
2033
Hobbs Group Advisors
South Carolina
$458K +$458K +15,899 New
CGH
2034
CMG Global Holdings
Texas
$457K -$2.23K -81 -0.5%
WAG
2035
Winthrop Advisory Group
Massachusetts
$457K -$26.6K -925 -6%
WDG
2036
Wealth Dimensions Group
Ohio
$456K -$97.6K -3,391 -18%
HP
2037
Holistic Planning
Texas
$456K +$456K +15,850 New
PRI
2038
Prepared Retirement Institute
Pennsylvania
$456K +$456K +15,844 New
EF
2039
Exeter Financial
Arizona
$455K -$364K -12,369 -44%
RC
2040
Rovin Capital
Arizona
$455K +$42.5K +1,477 +10%
ECM
2041
Endurant Capital Management
California
$455K +$455K +15,790 New
APW
2042
Acima Private Wealth
Virginia
$453K – – –
MS
2043
Maven Securities
Jersey
$453K +$219K +7,618 +94%
LFA
2044
Lauterbach Financial Advisors
Texas
$452K +$12.6K +437 +3%
AL
2045
ACAS LLC
California
$452K -$27.6K -960 -6%
CAS
2046
Coppell Advisory Solutions
Texas
$450K +$391K +13,584 +660%
CIA
2047
Compass Ion Advisors
Pennsylvania
$448K -$19.6K -681 -4%
SP
2048
Successful Portfolios
Florida
$448K +$94.1K +3,267 +27%
FL
2049
FreeGulliver LLC
Louisiana
$447K +$447K +15,540 New
FC
2050
Forte Capital
New York
$447K -$843K -29,297 -65%
80 81
82
83 84