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Pfizer
PFE

Overview Fund Activity

2,200 hedge funds and large institutions have $152B invested in Pfizer in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 819 increasing their positions, 1,047 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,200
Holders Change
-25
Holders Change %
-1.12%
% of All Funds
50.44%
Holding in Top 10
176
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.22%
% of All Funds
4.03%
New
80
Increased
819
Reduced
1,047
Closed
83
Calls
$911M
Puts
$961M
Net Calls
-$49.8M
Net Calls Change
-$50.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$758M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$349M
3
CSIA
Charles Schwab Investment Advisory
California
+$286M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$260M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$256M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$337M
2
EVM
Eaton Vance Management
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$263M
4
Deutsche Bank
Deutsche Bank
Germany
-$213M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1051
ARS Wealth Advisors
Florida
$2.62M +$109K +3,172 +4%
JIM
1052
Jupiter Investment Management
United Kingdom
$2.62M -$8.87M -257,794 -77%
RWM
1053
Rench Wealth Management
Texas
$2.6M -$45K -1,308 -2%
GIA
1054
Gargoyle Investment Advisor
New Jersey
$2.6M – – –
SIMM
1055
Stillwater Investment Management (Minnesota)
Minnesota
$2.59M -$19K -553 -0.7%
SFM
1056
Signature Financial Management
Virginia
$2.58M -$261K -7,595 -9%
HW
1057
Hedeker Wealth
Illinois
$2.57M -$102K -2,966 -4%
AFM
1058
Abbot Financial Management
Massachusetts
$2.57M – – –
JWM
1059
JGP Wealth Management
Oregon
$2.56M +$2.56M +74,502 New
HIC
1060
Holderness Investments Company
North Carolina
$2.56M -$8.74K -254 -0.3%
SFM
1061
Signet Financial Management
New Jersey
$2.55M -$20.5K -597 -0.8%
TWA
1062
TCI Wealth Advisors
Arizona
$2.55M +$9.05K +263 +0.4%
MDCM
1063
Morgan Dempsey Capital Management
Wisconsin
$2.54M +$36.9K +1,073 +1%
HK
1064
Horizon Kinetics
New York
$2.54M -$122K -3,535 -5%
LSAG
1065
Lake Street Advisors Group
New Hampshire
$2.54M +$964K +28,010 +61%
LIC
1066
Lodestar Investment Counsel
Illinois
$2.53M +$13.5K +392 +0.5%
PPSG
1067
Princeton Portfolio Strategies Group
New Jersey
$2.52M -$398K -11,557 -14%
CCM
1068
Cohen Capital Management
California
$2.52M – – –
NA
1069
Navellier & Associates
Nevada
$2.51M +$37.7K +1,095 +2%
CPO
1070
Cerity Partners OCIO
New York
$2.51M +$73.7K +2,140 +3%
DI
1071
Diligent Investors
California
$2.5M -$38.1K -1,107 -2%
WFG
1072
Wills Financial Group
Virginia
$2.5M +$82.3K +2,393 +3%
POIA
1073
Pin Oak Investment Advisors
Texas
$2.5M -$158K -4,602 -6%
WPW
1074
Winthrop Partners - WNY
New York
$2.49M +$2.25M +65,369 +919%
AAC
1075
Asset Advisors Corp
Georgia
$2.49M -$188K -5,472 -7%
41 42
43
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