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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 %
BG
926
Bahl & Gaynor
Ohio
$2.57M -$62.3K -2,211 -2%
BCM
927
Boltwood Capital Management
California
$2.55M – – –
OA
928
Oak Associates
Ohio
$2.54M – – –
PAI
929
Pittenger & Anderson Inc
Nebraska
$2.53M +$255K +9,049 +11%
MFS
930
Monetta Financial Services
Illinois
$2.52M – – –
BE
931
Bonness Enterprises
District of Columbia
$2.51M -$208K -7,378 -8%
NL
932
NWAM LLC
Washington
$2.51M +$251K +8,911 +11%
FMWA
933
Forvis Mazars Wealth Advisors
Missouri
$2.51M -$209K -7,414 -8%
WFI
934
West Family Investments
California
$2.5M – – –
LI
935
Longer Investments
Arkansas
$2.5M +$128K +4,542 +5%
AP
936
Advisor Partners
California
$2.5M -$53.9K -1,915 -2%
KFA
937
Kelleher Financial Advisors
New York
$2.5M +$2.96K +105 +0.1%
CFS
938
Community Financial System
New York
$2.49M -$39.5K -1,401 -2%
HCMT
939
Highland Capital Management (Tennessee)
Tennessee
$2.49M +$9.35K +332 +0.4%
PFC
940
Poplar Forest Capital
California
$2.48M – – –
HCMNY
941
Howard Capital Management (New York)
New York
$2.47M -$5.94K -211 -0.2%
CWM
942
Concert Wealth Management
California
$2.46M +$5.51K +208 +0.2%
GF
943
Gerry Farber
New York
$2.46M -$422K -14,967 -15%
DJSG
944
D.J. St. Germain
Massachusetts
$2.46M +$60.5K +2,150 +3%
PWW
945
Pettyjohn Wood & White
Virginia
$2.46M +$79.4K +2,820 +3%
Carson Wealth (CWM LLC)
946
Carson Wealth (CWM LLC)
Nebraska
$2.46M +$625K +22,212 +34%
ANRIA
947
American National Registered Investment Advisor
Texas
$2.45M -$11.9K -421 -0.5%
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.45M +$421K +14,962 +21%
GD
949
Grandfield & Dodd
New York
$2.45M -$42.8K -1,520 -2%
RT
950
Rockland Trust
Massachusetts
$2.44M +$831K +29,517 +52%
36 37
38
39 40