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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 %
OIA
1226
Optimum Investment Advisors
Illinois
$1.07M +$129K +4,576 +14%
SFSIG
1227
San Francisco Sentry Investment Group
California
$1.07M -$2.1M -74,713 -66%
SSWM
1228
Sheets Smith Wealth Management
North Carolina
$1.06M -$29K -1,031 -3%
MM
1229
Meridian Management
Arkansas
$1.06M – – –
EFSCE
1230
Enterprise Financial Services Corp (EFSC)
Missouri
$1.05M -$4.11K -146 -0.4%
DBT
1231
Dubuque Bank & Trust
Iowa
$1.05M +$424K +15,062 +68%
IAS
1232
INR Advisory Services
Pennsylvania
$1.05M – – –
MCM
1233
Maple Capital Management
Vermont
$1.05M +$322K +11,436 +44%
MCWS
1234
McKinley Carter Wealth Services
West Virginia
$1.05M -$20.5K -727 -2%
RFA
1235
Reilly Financial Advisors
California
$1.04M +$18.2K +638 +2%
MIG
1236
Mariner Investment Group
New York
$1.04M +$653K +23,188 +169%
BA
1237
Bennicas & Associates
California
$1.04M -$28.2K -1,001 -3%
KC
1238
Kingfisher Capital
North Carolina
$1.03M -$19.1K -679 -2%
BRWM
1239
B. Riley Wealth Management
Tennessee
$1.03M +$37.8K +1,344 +4%
FANJ
1240
Financial Architects (New Jersey)
New Jersey
$1.03M +$336K +11,930 +48%
TC
1241
Taylor Cottrill
New Hampshire
$1.03M – – –
BP
1242
Ballentine Partners
Massachusetts
$1.02M -$35.3K -1,254 -3%
III
1243
Independent Investors Inc
New York
$1.02M – – –
BC
1244
Burney Company
Virginia
$1.02M +$29.6K +1,050 +3%
IIM
1245
Ipswich Investment Management
Massachusetts
$1.02M +$309K +10,962 +43%
EWA
1246
Exencial Wealth Advisors
Oklahoma
$1.02M -$45.1K -1,584 -4%
CA
1247
Corrado Advisors
New Jersey
$1.02M -$6.39K -227 -0.6%
BCMO
1248
Buckingham Capital Management (Ohio)
Ohio
$1.01M +$136K +4,831 +16%
BT
1249
Bankers Trust
Iowa
$1.01M +$103K +3,641 +11%
ITIM
1250
Indiana Trust & Investment Management
Indiana
$1.01M -$17.2K -611 -2%
48 49
50
51 52