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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 %
MAM
2226
McLean Asset Management
Virginia
$359K -$17.5K -593 -5%
WIC
2227
Whitegate Investment Counselors
New Hampshire
$358K – – –
PSFG
2228
Prairie Sky Financial Group
Illinois
$358K -$233K -8,076 -39%
PWS
2229
Peloton Wealth Strategists
Indiana
$355K +$13.4K +465 +4%
CNB
2230
Camden National Bank
Maine
$354K -$111K -3,846 -24%
BCMLT
2231
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$23.1K -696 -6%
HWM
2232
Howard Wealth Management
Connecticut
$352K -$13.2K -457 -4%
CMS
2233
Capital Market Strategies
Florida
$351K -$195K -6,785 -36%
WFA
2234
WestHill Financial Advisors
California
$351K – – –
EW
2235
Element Wealth
Mississippi
$350K +$71.3K +2,478 +26%
SFWA
2236
Summit Financial Wealth Advisors
Louisiana
$350K +$68.9K +2,393 +25%
AFM
2237
Armstrong Fleming & Moore
District of Columbia
$349K – – –
JBA
2238
Johnson Bixby & Associates
Washington
$349K – – –
VRM
2239
Vectors Research Management
New York
$349K -$8.7K -300 -2%
KA
2240
Klingman & Associates
New York
$348K -$11K -381 -3%
IAS
2241
Investment Advisory Services
Texas
$348K -$231K -8,015 -40%
PWMG
2242
Prestige Wealth Management Group
New Jersey
$348K -$8.49K -295 -2%
BBPWM
2243
Blue Bell Private Wealth Management
Pennsylvania
$348K -$53.2K -1,849 -13%
3IP
2244
3Chopt Investment Partners
Virginia
$347K -$795K -27,604 -70%
HFS
2245
Howard Financial Services
Texas
$347K +$347K +12,059 New
FFWM
2246
Future Financial Wealth Management
Ohio
$346K +$27.2K +944 +9%
SB
2247
Sunflower Bank
Texas
$346K +$34.6K +1,202 +11%
SC
2248
Sykon Capital
New York
$346K – – –
GWI
2249
Grace & White Inc
New York
$345K – – –
LCM
2250
Leisure Capital Management
California
$345K -$16K -556 -4%
88 89
90
91 92