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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 %
PWM
2351
Paulson Wealth Management
Illinois
$303K -$20.2K -701 -6%
CAC
2352
Core Alternative Capital
Georgia
$303K +$32.8K +1,141 +12%
FWM
2353
Fairhaven Wealth Management
Illinois
$302K +$44.9K +1,559 +17%
AWA
2354
Acorn Wealth Advisors
Michigan
$301K -$10.6K -368 -3%
OPW
2355
Oxler Private Wealth
New York
$301K -$1.24M -42,927 -80%
IA
2356
IFG Advisors
Missouri
$301K +$518 +18 +0.2%
SMA
2357
Seven Mile Advisory
New Jersey
$301K +$15.4K +536 +5%
ES
2358
Eagle Strategies
New York
$301K -$5.9K -205 -2%
PBF
2359
Petix & Botte Financial
California
$300K +$2.76K +96 +0.9%
HFP
2360
Holistic Financial Partners
Indiana
$300K +$76.4K +2,653 +34%
PWA
2361
Physician Wealth Advisors
Utah
$299K +$14.4K +509 +5%
PWA
2362
Phoenix Wealth Advisors
North Carolina
$299K – – –
HCM
2363
Hodges Capital Management
Texas
$299K +$122K +4,248 +69%
MPIA
2364
Mountain Pacific Investment Advisers
Idaho
$298K +$4.32K +150 +1%
BPC
2365
Banque Pictet & Cie
Switzerland
$298K -$10.6M -368,703 -97%
PTB
2366
Pioneer Trust Bank
Oregon
$298K – – –
AIM
2367
Alhambra Investment Management
Florida
$298K -$94.7K -3,288 -24%
FA
2368
Forefront Analytics
Pennsylvania
$297K +$78.1K +2,712 +36%
BWM
2369
BKM Wealth Management
Wisconsin
$297K +$297K +10,301 New
BAM
2370
BOS Asset Management
Illinois
$296K +$39.2K +1,361 +15%
MAM
2371
MMA Asset Management
Pennsylvania
$295K -$2.91K -101 -1%
OPWM
2372
Oxinas Partners Wealth Management
Indiana
$295K -$33.2K -1,152 -10%
GWCM
2373
Godshalk Welsh Capital Management
Pennsylvania
$294K -$127K -4,400 -30%
LSA
2374
Lion Street Advisors
Texas
$293K -$62.2K -2,160 -17%
BDFN
2375
Bond & Devick Financial Network
Minnesota
$293K +$43.2K +1,500 +17%
93 94
95
96 97