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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 %
UF
2426
Univest Financial
Pennsylvania
$277K -$59.6K -2,070 -18%
WCM
2427
WealthBridge Capital Management
Ohio
$276K -$25K -870 -8%
SI
2428
Saxon Interests
Texas
$276K +$276K +9,571 New
EIA
2429
Eldridge Investment Advisors
New Hampshire
$275K – – –
GWP
2430
Gateway Wealth Partners
Wisconsin
$275K -$303K -10,508 -52%
LAM
2431
Lewis Asset Management
California
$275K +$275K +9,536 New
BFA
2432
Buttonwood Financial Advisors
Maryland
$274K -$8.55K -297 -3%
WW
2433
Waterfront Wealth
Kansas
$274K -$11.2K -390 -4%
AIM
2434
Aurora Investment Managers
Florida
$274K +$274K +9,502 New
LA
2435
Lakeside Advisors
Washington
$274K +$86.4K +3,000 +46%
GPA
2436
Guerra Pan Advisors
New Jersey
$274K -$18.4K -640 -6%
SAM
2437
Strategy Asset Managers
California
$273K -$5.25M -182,228 -95%
BAMG
2438
Brand Asset Management Group
Missouri
$273K +$29 +1 +0%
HWMG
2439
Hurlow Wealth Management Group
Indiana
$273K -$298K -10,356 -52%
MPCG
2440
Matrix Private Capital Group
New York
$273K -$95K -3,301 -26%
ECAM
2441
East Coast Asset Management
Massachusetts
$272K +$3.08K +107 +1%
GFG
2442
Goldstone Financial Group
Illinois
$271K +$67.1K +2,330 +33%
WIM
2443
Westside Investment Management
California
$271K -$71K -2,466 -21%
KFA
2444
Kapstone Financial Advisors
Ohio
$271K -$59.9K -2,182 -18%
WA1
2445
Wimmer Associates 1
California
$270K -$245K -8,521 -48%
PC
2446
Port Capital
Illinois
$269K +$8.93K +310 +3%
SP
2447
Systematic Portfolios
New York
$269K +$269K +9,339 New
AA
2448
Addison Advisors
Vermont
$268K +$27.9K +970 +12%
VFG
2449
Valley Financial Group
Pennsylvania
$268K +$268K +9,313 New
HGERS
2450
Householder Group Estate & Retirement Specialist
Arizona
$268K +$4.31K +150 +2%
96 97
98
99 100