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Pfizer
PFE

Overview Fund Activity

1,744 hedge funds and large institutions have $133B invested in Pfizer in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 796 increasing their positions, 703 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
-34
Holders Change %
-1.91%
% of All Funds
50.16%
Holding in Top 10
197
Holding in Top 10 Change
-77
Holding in Top 10 Change %
-28.1%
% of All Funds
5.67%
New
63
Increased
796
Reduced
703
Closed
87
Calls
$1.88B
Puts
$1.19B
Net Calls
+$695M
Net Calls Change
-$295M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.6B
2
Franklin Resources
Franklin Resources
California
+$312M
3
Renaissance Technologies
Renaissance Technologies
New York
+$273M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$262M

Top Sellers

1
IIS
Ignis Investment Services
United Kingdom
-$684M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$634M
3
WRF
Waddell & Reed Financial
Kansas
-$532M
4
Dodge & Cox
Dodge & Cox
California
-$452M
5
Invesco
Invesco
Georgia
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOC
726
Barbara Oil Co
Illinois
$4.67M – – –
WPIC
727
White Pine Investment Company
Michigan
$4.67M +$874K +31,051 +23%
MWR
728
McAdams Wright Ragen
Washington
$4.66M +$573K +20,342 +14%
PCA
729
Personal Capital Advisors
California
$4.65M +$1.28M +45,519 +38%
GG
730
Greenwood Gearhart
Arkansas
$4.63M +$259K +9,206 +6%
AW
731
ACG Wealth
Georgia
$4.62M +$1.97M +69,811 +74%
FFSOTS
732
Fiduciary Financial Services of The Southwest
Texas
$4.61M +$44.5K +1,581 +1%
KFP
733
Keystone Financial Planning
Ohio
$4.61M -$22.1K -783 -0.5%
FSA
734
Financial Sense Advisors
California
$4.6M +$105K +3,722 +2%
SGAM
735
Steinberg Global Asset Management
Florida
$4.57M +$693K +24,596 +18%
ACM
736
Advent Capital Management
New York
$4.56M +$4.56M +158,100 New
SCM
737
Suffolk Capital Management
New York
$4.56M +$4.56M +161,894 New
IT
738
Investors Trust
Texas
$4.56M +$1.1K +39 +0%
CIM
739
CenturyLink Investment Management
Colorado
$4.56M +$2.84K +101 +0.1%
BWAM
740
Boyd Watterson Asset Management
Ohio
$4.55M -$126K -4,479 -3%
HVIA
741
Hudson Valley Investment Advisors
New York
$4.5M -$111K -3,940 -2%
HC
742
Hourglass Capital
Texas
$4.49M +$46K +1,633 +1%
SC
743
SouthState Corp
Florida
$4.49M +$684K +24,294 +18%
NSEDCP
744
NJ State Employees Deferred Compensation Plan
New Jersey
$4.48M – – –
FMBTD
745
First Midwest Bank Trust Division
Illinois
$4.48M +$1.83M +64,907 +69%
HVC
746
Healthcare Value Capital
New Jersey
$4.45M +$1.48M +52,700 +50%
MCM
747
Monarch Capital Management
Indiana
$4.44M +$957 +34 +0%
AIA
748
Alerus Investment Advisors
Minnesota
$4.43M +$45.8K +1,626 +1%
CA
749
Cullinan Associates
Kentucky
$4.43M -$3.91M -147,288 -47%
MCM
750
McKinley Capital Management
Alaska
$4.42M – – –
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