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Pfizer
PFE

Overview Fund Activity

1,876 hedge funds and large institutions have $140B invested in Pfizer in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 800 increasing their positions, 768 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
-8
Holders Change %
-0.42%
% of All Funds
52.43%
Holding in Top 10
267
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.48%
% of All Funds
7.46%
New
71
Increased
800
Reduced
768
Closed
64
Calls
$2.27B
Puts
$1.61B
Net Calls
+$667M
Net Calls Change
+$141M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$813M
2
WRF
Waddell & Reed Financial
Kansas
+$429M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$341M
4
DCM
Discovery Capital Management
Connecticut
+$303M
5
MC
Maverick Capital
Texas
+$218M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$871M
2
Franklin Resources
Franklin Resources
California
-$452M
3
IC
Institutional Capital
Illinois
-$285M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$233M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVM
651
Cheviot Value Management
California
$6.37M -$38.1K -1,280 -0.6%
NCM
652
Novare Capital Management
North Carolina
$6.37M +$550K +18,442 +9%
KJHP
653
K.J. Harrison & Partners
Ontario, Canada
$6.32M -$760K -25,507 -11%
CCM
654
Catawba Capital Management
Virginia
$6.28M -$397K -13,319 -6%
WPC
655
Waters Parkerson & Co
Louisiana
$6.28M +$20.1K +676 +0.3%
LMGAM
656
Liberty Mutual Group Asset Management
Massachusetts
$6.27M +$20.1K +673 +0.3%
CFSG
657
Community Financial Services Group
Vermont
$6.27M +$74.9K +2,514 +1%
BUB
658
BBVA USA Bancshares
Texas
$6.24M -$12M -403,894 -66%
HCM
659
Hollencrest Capital Management
California
$6.21M -$295K -9,887 -5%
CIS
660
Connors Investor Services
Pennsylvania
$6.21M +$120K +4,037 +2%
BCM
661
Birmingham Capital Management
Alabama
$6.18M -$12.2K -408 -0.2%
SGAM
662
Steinberg Global Asset Management
Florida
$6.18M +$123K +4,139 +2%
GT
663
Greenleaf Trust
Michigan
$6.18M -$243K -8,158 -4%
EWM
664
Edge Wealth Management
New York
$6.15M -$274K -9,275 -4%
PP
665
Patten & Patten
Tennessee
$6.14M -$50.2K -1,685 -0.8%
PVI
666
Pura Vida Investments
New York
$6.12M +$1.65M +55,203 +37%
AA
667
Apriem Advisors
California
$6.11M -$151K -5,082 -2%
GA
668
Geneva Advisors
Illinois
$6.09M +$65.6K +2,200 +1%
FPCG
669
Fort Pitt Capital Group
Pennsylvania
$6.09M +$105K +3,521 +2%
LFR
670
Lehman Financial Resources
Pennsylvania
$6.06M +$39.9K +1,339 +0.7%
CF
671
CNA Financial
Illinois
$6.02M – – –
MA
672
Montag & Associates
Georgia
$6.01M +$298K +10,013 +5%
FA
673
FDx Advisors
Illinois
$6M +$255K +8,552 +4%
BC
674
Brookfield Corp
Ontario, Canada
$5.97M – – –
FAT
675
First American Trust
California
$5.95M +$529K +17,733 +10%
25 26
27
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