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Pfizer
PFE

Overview Fund Activity

1,858 hedge funds and large institutions have $138B invested in Pfizer in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 718 increasing their positions, 732 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+118
Holders Change %
+6.78%
% of All Funds
49.59%
Holding in Top 10
225
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+17.19%
% of All Funds
6%
New
199
Increased
718
Reduced
732
Closed
61
Calls
$1.79B
Puts
$1.61B
Net Calls
+$187M
Net Calls Change
-$346M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$466M
2
Fidelity International
Fidelity International
Bermuda
+$362M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$229M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$160M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$2.19B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$392M
3
Bank of America
Bank of America
North Carolina
-$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$294M
5
O
OppenheimerFunds
New York
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1201
Bison Wealth
Georgia
$1.26M +$1.26M +42,629 New
FNFDCM
1202
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M -$26.8K -907 -2%
ECM
1203
Endurant Capital Management
California
$1.26M +$1.26M +42,582 New
PFP
1204
Pinnacle Financial Partners
Tennessee
$1.25M +$76.2K +2,579 +6%
ST
1205
Spinnaker Trust
Maine
$1.25M -$242K -8,180 -16%
TFO
1206
Tarbox Family Office
California
$1.25M -$116K -3,921 -8%
AWM
1207
Altavista Wealth Management
North Carolina
$1.25M +$57K +1,918 +5%
MWAC
1208
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.25M +$503K +17,018 +67%
UFG
1209
United Fire Group
Iowa
$1.25M – – –
DCM
1210
Dinsmore Capital Management
New Jersey
$1.25M – – –
PTC
1211
Philadelphia Trust Company
Pennsylvania
$1.24M +$7.24K +245 +0.6%
BHIA
1212
Birch Hill Investment Advisors
Massachusetts
$1.24M -$15.6K -527 -1%
FFA
1213
Fragasso Financial Advisors
Pennsylvania
$1.23M -$2.54K -86 -0.2%
CFA
1214
Carroll Financial Associates
North Carolina
$1.23M -$2.05M -67,398 -63%
PGIM
1215
Pacific Global Investment Management
California
$1.22M -$15.9K -537 -1%
ARMT
1216
Amica Retiree Medical Trust
Rhode Island
$1.22M – – –
CC
1217
Cadinha & Co
Hawaii
$1.22M – – –
BIM
1218
Bridgecreek Investment Management
Oklahoma
$1.22M +$62.3K +2,108 +5%
AC
1219
Addison Capital
Pennsylvania
$1.22M -$67.8K -2,294 -5%
HA
1220
Hamel Associates
New Jersey
$1.21M +$3.13K +106 +0.3%
FAM
1221
Formidable Asset Management
Ohio
$1.21M +$47K +1,590 +4%
KTC
1222
Kistler-Tiffany Companies
Pennsylvania
$1.21M -$33.9K -1,146 -3%
RDM
1223
Retirement Design & Management
Connecticut
$1.21M +$1.21M +40,875 New
SIM
1224
SSI Investment Management
California
$1.21M +$96.3K +3,257 +9%
MC
1225
Muhlenkamp & Co
Pennsylvania
$1.2M -$33.9K -1,149 -3%
47 48
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