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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 %
RFN
2251
RDA Financial Network
Iowa
$345K +$34.2K +1,189 +11%
WAL
2252
W Advisors LLC
Tennessee
$344K +$43.6K +1,513 +14%
SSWM
2253
Smith Salley Wealth Management
North Carolina
$343K -$296K -10,277 -46%
LWM
2254
LJI Wealth Management
Indiana
$343K +$26.8K +930 +8%
GI
2255
GAMMA Investing
California
$342K +$342K +12,619 New
FSA
2256
Financial Security Advisor
Virginia
$342K -$76.8K -2,669 -18%
HVP
2257
Hudson Value Partners
Florida
$341K -$172K -5,978 -34%
MFGM
2258
Marshall Financial Group (Maryland)
Maryland
$340K -$13K -450 -4%
BSSFA
2259
Baron Silver Stevens Financial Advisors
Florida
$340K -$96.1K -3,337 -22%
SAM
2260
Satovsky Asset Management
New York
$339K +$4.55K +158 +1%
PWM
2261
Prentice Wealth Management
New York
$339K +$6.88K +239 +2%
DIM
2262
Delta Investment Management
California
$339K -$26.6K -925 -7%
GWA
2263
Gratus Wealth Advisors
Virginia
$338K +$338K +11,746 New
CS
2264
Capital Square
Tennessee
$338K -$121K -4,200 -26%
RA
2265
Ruggaard & Associates
Ohio
$337K -$222K -7,727 -40%
MFS
2266
Mirabella Financial Services
United Kingdom
$337K +$337K +11,703 New
BIA
2267
Beacon Investment Advisors
Maryland
$336K -$1.5K -52 -0.4%
OWA
2268
Opal Wealth Advisors
New York
$336K -$92.5K -3,214 -22%
BOM
2269
Bank of Marin
California
$335K -$21.2K -738 -6%
AFC
2270
AFT Forsyth & Company
Florida
$335K -$32.4K -1,125 -9%
SL
2271
Salomon & Ludwin
Virginia
$335K – – –
CWA
2272
Centennial Wealth Advisory
Michigan
$335K -$1.84K -64 -0.5%
CPW
2273
Cove Private Wealth
New York
$335K +$335K +11,630 New
CA
2274
Calton & Associates
Florida
$334K +$334K +11,607 New
PIM
2275
Profit Investment Management
Maryland
$334K – – –
89 90
91
92 93