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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 %
HR
901
Howe & Rusling
New York
$2.73M -$888K -31,527 -25%
SWM
902
Segment Wealth Management
Texas
$2.72M +$105K +3,736 +4%
PTC
903
Private Trust Company
Ohio
$2.71M +$52K +1,845 +2%
OWD
904
Osborn Williams & Donohoe
Ohio
$2.7M +$132K +4,639 +5%
1GA
905
1st Global Advisors
Texas
$2.7M +$129K +4,572 +5%
NPIT
906
National Penn Investors Trust
Pennsylvania
$2.7M -$31.2K -1,107 -1%
GWM
907
Graybill Wealth Management
Illinois
$2.69M -$1.01M -35,887 -27%
AAC
908
Asset Advisors Corp
Georgia
$2.69M -$89.1K -3,162 -3%
FMW
909
Farr Miller & Washington
District of Columbia
$2.68M +$50.8K +1,805 +2%
CAM
910
Columbia Asset Management
Michigan
$2.68M +$6.79K +241 +0.3%
KAM
911
Keeley Asset Management
Illinois
$2.67M -$180K -6,381 -6%
KS
912
Karpas Strategies
Connecticut
$2.67M +$11.9K +421 +0.4%
MNBTD
913
Moody National Bank Trust Division
Texas
$2.66M -$72.7K -2,582 -3%
CCFCSB
914
Cape Cod Five Cents Savings Bank
Massachusetts
$2.66M +$22.1K +785 +0.8%
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$2.64M -$153K -5,445 -5%
LCM
916
LVM Capital Management
Michigan
$2.62M +$119K +4,211 +5%
BTW
917
Boston Trust Walden
Massachusetts
$2.61M – – –
BAM
918
Brave Asset Management
New Jersey
$2.61M – – –
IAA
919
Ironsides Asset Advisors
North Carolina
$2.6M +$2.6M +92,319 New
CAM
920
Carret Asset Management
New York
$2.6M +$188K +6,695 +8%
MKC
921
M. Kraus & Co
Vermont
$2.6M -$20.9K -743 -0.8%
BRWA
922
B. Riley Wealth Advisors
Florida
$2.58M +$1.46M +97,459 +130%
ST
923
Smithfield Trust
Pennsylvania
$2.58M -$181K -6,431 -7%
ST
924
Somerset Trust
Pennsylvania
$2.58M -$25.1K -891 -1%
SFT
925
Simmons First Trust
Arkansas
$2.57M -$377K -13,392 -13%
35 36
37
38 39