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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 %
MLA
2151
My Legacy Advisors
Oregon
$396K +$14.4K +507 +4%
SAM
2152
SignalPoint Asset Management
Missouri
$396K -$16.5K -574 -4%
CJFS
2153
Coulter & Justus Financial Services
Tennessee
$396K +$396K +13,751 New
KAS
2154
KPP Advisory Services
Kentucky
$395K -$278K -9,642 -41%
AFA
2155
Arlington Financial Advisors
California
$395K -$183K -6,345 -32%
AIM
2156
Acropolis Investment Management
Missouri
$394K -$34.2K -1,187 -8%
EBT
2157
Enterprise Bank & Trust
Massachusetts
$394K -$81K -2,812 -17%
WQ
2158
Wealth Quarterback
New Jersey
$394K +$52.1K +1,809 +15%
WA
2159
Wealth Architects
California
$394K -$51K -1,773 -11%
GLA
2160
Great Lakes Advisors
Illinois
$393K -$191K -6,644 -33%
MCM
2161
Magnolia Capital Management
New York
$393K – – –
SIM
2162
SSI Investment Management
California
$393K -$1.3K -45 -0.3%
Financial Engines Advisors
2163
Financial Engines Advisors
California
$391K +$179K +6,222 +84%
SWA
2164
SOA Wealth Advisors
New York
$391K -$139K -4,833 -26%
RPWA
2165
Regent Peak Wealth Advisors
Georgia
$391K -$5.73K -199 -1%
NL
2166
NVWM LLC
Pennsylvania
$391K -$324K -11,238 -45%
OC
2167
Oarsman Capital
Wisconsin
$390K -$27.8K -966 -7%
PIA
2168
Powell Investment Advisors
Florida
$390K – – –
MAWA
2169
Moss Adams Wealth Advisors
Washington
$389K +$62.6K +2,175 +19%
WKSWA
2170
White Knight Strategic Wealth Advisors
New Jersey
$388K -$203K -7,052 -34%
MWM
2171
Mascoma Wealth Management
New Hampshire
$387K -$196K -6,796 -34%
SOS
2172
Silver Oak Securities
Tennessee
$385K +$130K +4,522 +51%
CPIA
2173
Cornell Pochily Investment Advisors
New York
$385K -$57K -1,979 -13%
TIA
2174
Tiemann Investment Advisors
California
$384K +$5.76K +200 +2%
TCM
2175
Towercrest Capital Management
Pennsylvania
$383K +$68.6K +2,382 +22%
85 86
87
88 89