PFE icon

Pfizer
PFE

Overview Fund Activity

1,734 hedge funds and large institutions have $138B invested in Pfizer in 2013 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 590 increasing their positions, 752 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+130
Holders Change %
+8.1%
% of All Funds
50.36%
Holding in Top 10
250
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.57%
% of All Funds
7.26%
New
209
Increased
590
Reduced
752
Closed
62
Calls
$1.28B
Puts
$1.23B
Net Calls
+$44.3M
Net Calls Change
-$16M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$230M
2
Capital International Investors
Capital International Investors
California
+$223M
3
Citadel Advisors
Citadel Advisors
Florida
+$206M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$99.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$91.7M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$641M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
Franklin Resources
Franklin Resources
California
-$357M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1251
Winfield Associates
Ohio
$936K +$936K +32,213 New
OIA
1252
Optimum Investment Advisors
Illinois
$933K +$11.2K +384 +1%
PJSIMP
1253
P.J. Schmidt Investment Management (PJS)
Wisconsin
$929K +$54.4K +1,870 +6%
CCM
1254
Compass Capital Management
Minnesota
$928K +$31.6K +1,089 +4%
LOCC
1255
Lombard Odier & Cie (Canada)
Quebec, Canada
$926K +$926K +31,881 New
ITIM
1256
Indiana Trust & Investment Management
Indiana
$921K – – –
SFPIA
1257
Stevens First Principles Investment Advisors
California
$919K -$1.22K -42 -0.1%
GDF
1258
Graham & Dodd Fund
New York
$917K -$700K -24,095 -43%
GAM
1259
Gould Asset Management
California
$914K +$9.96K +343 +1%
PAS
1260
Professional Advisory Services
Florida
$913K – – –
ANB
1261
Amarillo National Bank
Texas
$913K – – –
LWM
1262
LBA Wealth Management
Florida
$913K +$913K +31,428 New
BB
1263
Bell Bank
North Dakota
$911K -$1.06M -36,373 -54%
BFG
1264
Beacon Financial Group
Texas
$907K -$140K -4,806 -13%
AHC
1265
Adell Harriman & Carpenter
Texas
$904K +$21.8K +751 +2%
BCMO
1266
Buckingham Capital Management (Ohio)
Ohio
$904K +$25K +859 +3%
PMFA
1267
Plante Moran Financial Advisors
Michigan
$899K +$180K +6,184 +25%
SIC
1268
Shoker Investment Counsel
Ohio
$894K +$894K +30,769 New
RAM
1269
Ramsey Asset Management
Virginia
$892K – – –
NERM
1270
New England Research & Management
Illinois
$888K +$888K +30,561 New
SAMC
1271
Shinko Asset Management Company
Japan
$887K -$63.4K -2,183 -7%
TFF
1272
Timothy F. Fidgeon
$883K – – –
FAM
1273
Formidable Asset Management
Ohio
$882K -$17.9K -603 -2%
RFA
1274
Reilly Financial Advisors
California
$882K +$65.8K +2,266 +8%
CASB
1275
Cape Ann Savings Bank
Massachusetts
$881K -$17.3K -596 -2%
49 50
51
52 53