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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 %
AMM
2401
American Money Management
California
$283K -$38.5K -1,339 -12%
TP
2402
Tranquility Partners
Tennessee
$283K -$43K -1,493 -13%
SAF
2403
Smith Anglin Financial
Texas
$283K -$75.1K -2,607 -21%
CWM
2404
Cahaba Wealth Management
Georgia
$283K -$38.5K -1,336 -12%
JWM
2405
Janiczek Wealth Management
Colorado
$283K -$103K -3,580 -27%
KSWA
2406
Kathleen S. Wright Associates
Pennsylvania
$282K – – –
VCWA
2407
Vanguard Capital Wealth Advisors
Colorado
$282K -$49.3K -1,711 -15%
PGF
2408
Plan Group Financial
Oklahoma
$282K -$34.4K -1,196 -11%
CPC
2409
Consolidated Planning Corp
Georgia
$282K -$163K -5,645 -37%
GSC
2410
Grey Street Capital
Illinois
$281K -$10.9K -379 -4%
LAS
2411
Lloyd Advisory Services
Georgia
$281K -$481K -16,697 -63%
LCWP
2412
Legacy Capital Wealth Partners
Arkansas
$281K +$1.64K +57 +0.6%
TCM
2413
Tufton Capital Management
Maryland
$281K -$10.8K -375 -4%
BONST
2414
Bank of Nova Scotia Trust
Ontario, Canada
$281K -$29.1K -1,011 -9%
EGA
2415
Eagle Global Advisors
Texas
$281K -$54.8K -1,905 -16%
PIFP
2416
Partners in Financial Planning
Virginia
$281K +$52K +1,807 +23%
RWS
2417
Resolute Wealth Strategies
Mississippi
$281K -$3.34K -116 -1%
VFP
2418
Verus Financial Partners
Virginia
$280K -$21.9K -796 -7%
IA
2419
IAM Advisory
Pennsylvania
$280K -$28.6K -994 -9%
GAM
2420
Gould Asset Management
California
$280K -$2.16K -75 -0.8%
PWH
2421
Priebe Wealth Holdings
Minnesota
$279K +$279K +9,680 New
PJSIMP
2422
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K -$4.09K -149 -1%
TA
2423
Townsend & Associates
Colorado
$277K -$5.92K -209 -2%
HPM
2424
Hoxton Planning & Management
West Virginia
$277K -$50.9K -1,768 -16%
WHC
2425
Wulff, Hansen & Co
California
$277K -$620K -21,533 -69%
95 96
97
98 99