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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 %
FFBTD
976
First Financial Bank - Trust Division
Ohio
$2.21M -$146K -5,172 -6%
HCM
977
Howland Capital Management
Massachusetts
$2.2M +$36.4K +1,293 +2%
MFIMFI
978
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.19M +$150K +5,315 +7%
FFC
979
First Financial Corp
Indiana
$2.19M +$58.2K +2,065 +3%
LW
980
Linscomb Wealth
Texas
$2.18M +$163K +5,785 +8%
BFEC
981
Benjamin F. Edwards & Company
Missouri
$2.18M -$50.2K -1,784 -2%
ST
982
Stifel Trust
Missouri
$2.18M -$398K -14,129 -15%
RMSCM
983
R.M. Sincerbeaux Capital Management
New York
$2.17M – – –
HB
984
Homrich & Berg
Georgia
$2.17M +$63.6K +2,257 +3%
NIS
985
National Investment Services
Wisconsin
$2.17M – – –
SSWM
986
Smith Salley Wealth Management
North Carolina
$2.15M +$1.52M +54,129 +243%
TIC
987
Trees Investment Counsel
Illinois
$2.14M -$42.3K -1,504 -2%
SC
988
Schulhoff & Co
Ohio
$2.14M -$7.69K -273 -0.4%
TFA
989
Transamerica Financial Advisors
Florida
$2.13M +$151K +5,350 +8%
MC
990
MRJ Capital
New York
$2.12M +$549K +19,499 +35%
OCM
991
One Capital Management
California
$2.12M +$28.3K +1,004 +1%
AI
992
Atria Investments
North Carolina
$2.12M +$92.7K +3,291 +5%
LIM
993
Leavell Investment Management
Alabama
$2.11M +$273K +9,697 +15%
VAM
994
Visionary Asset Management
Texas
$2.11M +$754K +26,775 +56%
UBWV
995
United Bank (West Virginia)
West Virginia
$2.1M -$32.3K -1,147 -2%
AssetMark Inc
996
AssetMark Inc
California
$2.09M +$1.51M +53,730 +261%
TCOT
997
Trust Company of Toledo
Ohio
$2.08M -$93.3K -3,314 -4%
GIM
998
Guardian Investment Management
California
$2.08M – – –
CBU
999
CIBC Bank USA
Illinois
$2.08M +$93.1K +3,306 +5%
BHC
1000
Bowen Hanes & Co
Florida
$2.08M +$39.5K +1,404 +2%
38 39
40
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