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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 %
JIC
851
Johnson Investment Counsel
Ohio
$3.34M -$17.7K -628 -0.5%
BCA
852
Benchmark Capital Advisors
New York
$3.34M +$8.9K +316 +0.3%
Edgewood Management
853
Edgewood Management
Connecticut
$3.32M -$224K -7,973 -6%
CFA
854
Carroll Financial Associates
North Carolina
$3.32M +$9.94K +353 +0.3%
MCM
855
McMillion Capital Management
North Carolina
$3.32M +$60.7K +2,157 +2%
ACM
856
Ativo Capital Management
Illinois
$3.3M -$38.9K -1,383 -1%
LOCB
857
Lombard Odier & Cie (Bahamas)
Bahamas
$3.29M – – –
AAIM
858
American Assets Investment Management
California
$3.29M – – –
FAB
859
First American Bank
Illinois
$3.29M +$59.5K +2,115 +2%
GHA
860
Garcia Hamilton & Associates
Texas
$3.28M +$3.28M +116,451 New
GSBTD
861
Glenview State Bank Trust Department
Illinois
$3.28M -$109K -3,874 -3%
LNWWM
862
Laird Norton Wetherby Wealth Management
California
$3.26M -$136K -4,841 -4%
SA
863
Strategic Advisors
New York
$3.23M -$110K -3,914 -3%
WFG
864
Windsor Financial Group
Minnesota
$3.21M +$39.9K +1,418 +1%
M
865
MOTCO
Texas
$3.19M +$341K +12,115 +12%
MFP
866
Michael F. Price
$3.18M -$7.12M -252,960 -69%
BMCMI
867
Bryn Mawr Capital Management Inc
Pennsylvania
$3.18M +$533K +18,919 +20%
SNT
868
Security National Trust
West Virginia
$3.16M +$171K +6,089 +6%
MPAM
869
Murphy Pohlad Asset Management
Minnesota
$3.14M -$56.4K -2,003 -2%
AHS
870
Aspiriant Holdings S3
California
$3.14M -$85.2K -3,025 -3%
WWM
871
Willingdon Wealth Management
North Carolina
$3.12M +$48.4K +1,720 +2%
LDB
872
Lee, Danner & Bass
Tennessee
$3.1M +$1.01K +36 +0%
MAA
873
Matrix Asset Advisors
New York
$3.1M +$439K +15,582 +16%
BPM
874
Bowling Portfolio Management
Ohio
$3.07M +$40.3K +1,432 +1%
BHB
875
Bank Hapoalim BM
Israel
$3.06M -$14K -499 -0.5%
33 34
35
36 37