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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 %
SFG
2076
Sovereign Financial Group
Connecticut
$435K -$39.2K -1,363 -8%
CW
2077
Channel Wealth
California
$434K -$1.55M -53,720 -78%
CWM
2078
C2C Wealth Management
Arizona
$434K -$2.47M -91,598 -85%
CHP
2079
Cable Hill Partners
Oregon
$434K -$20.1K -682 -4%
FBC
2080
Fairfield, Bush & Co
Connecticut
$433K – – –
ML
2081
McAdam LLC
Pennsylvania
$432K +$30.6K +1,063 +8%
PCM
2082
Perritt Capital Management
Illinois
$432K -$130K -4,522 -23%
TFM
2083
TFC Financial Management
Massachusetts
$431K +$36.9K +1,280 +9%
SGCA
2084
Steel Grove Capital Advisors
Tennessee
$431K -$1.32M -45,907 -75%
EFG
2085
Ethos Financial Group
Pennsylvania
$430K -$56.3K -1,956 -12%
OL
2086
OneFund LLC
Florida
$430K +$430K +14,932 New
AWM
2087
Angeles Wealth Management
California
$429K -$6.88K -239 -2%
QC
2088
Quent Capital
New York
$429K +$23.6K +819 +6%
ATWA
2089
Arbor Trust Wealth Advisors
Michigan
$428K -$104K -3,625 -20%
MCWS
2090
McKinley Carter Wealth Services
West Virginia
$428K -$125K -4,329 -23%
FDS
2091
First Dallas Securities
Texas
$428K +$428K +14,850 New
CAL
2092
Capital Advisors Ltd
Ohio
$427K +$28.1K +978 +7%
SWA
2093
Sightline Wealth Advisors
Connecticut
$427K -$15.1K -526 -3%
DTC
2094
Davidson Trust Company
Washington
$424K +$23.5K +815 +6%
IFAM
2095
Institutional & Family Asset Management
Colorado
$424K -$2.3K -80 -0.5%
RMF
2096
Red Mountain Financial
Colorado
$424K +$424K +14,711 New
FEM
2097
Fulcrum Equity Management
Texas
$423K -$71.5K -2,484 -14%
AA
2098
Alta Advisers
United Kingdom
$423K – – –
MCWA
2099
Meadow Creek Wealth Advisors
Georgia
$423K +$423K +14,694 New
BWA
2100
Burt Wealth Advisors
Maryland
$423K -$1.44K -50 -0.3%
82 83
84
85 86