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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 %
EWM
1251
Edge Wealth Management
New York
$999K +$947K +33,598 +1,813%
EIA
1252
Edgemoor Investment Advisors
Maryland
$995K -$11.8M -419,272 -92%
CHAM
1253
Clear Harbor Asset Management
Connecticut
$992K – – –
HCA
1254
Horan Capital Advisors
Ohio
$991K +$3.27K +116 +0.3%
ARMC
1255
American Research & Management Company
Massachusetts
$988K -$20.4K -726 -2%
CP
1256
Camelot Portfolios
Ohio
$976K +$221K +7,844 +29%
CPS
1257
Counsel Portfolio Services
Ontario, Canada
$974K -$558K -19,815 -36%
CASB
1258
Cape Ann Savings Bank
Massachusetts
$972K +$130K +4,616 +15%
IPC
1259
Independent Portfolio Consultants
Florida
$972K +$188K +6,661 +24%
CCS
1260
Crosspoint Capital Strategies
California
$969K -$66K -2,309 -6%
VNB
1261
Valley National Bancorp
New York
$968K +$114K +4,058 +13%
HA
1262
Halsey Associates
Connecticut
$967K – – –
CAS
1263
CTC Alternative Strategies
Illinois
$962K +$962K +34,150 New
NAM
1264
Needelman Asset Management
California
$961K -$38.6K -1,370 -4%
ZF
1265
Zhang Financial
Michigan
$961K +$35.2K +1,251 +4%
GIM
1266
Greylin Investment Management
Virginia
$961K +$439K +15,586 +84%
WIC
1267
Wood Investment Counsel
Colorado
$960K -$704 -25 -0.1%
FB
1268
Fulton Bank
Pennsylvania
$951K +$2.22K +79 +0.2%
CHJWM
1269
Carlton Hofferkamp & Jenks Wealth Management
Texas
$944K +$1.41K +50 +0.1%
NFG
1270
Nadler Financial Group
Illinois
$941K +$5.15K +183 +0.6%
MA
1271
MCF Advisors
Kentucky
$941K +$14K +460 +2%
HL
1272
HeadInvest LLC
Maine
$931K -$8.08K -287 -0.9%
BA
1273
Bridgewater Advisors
New York
$906K -$1.91M -67,708 -68%
WAM
1274
Weatherly Asset Management
California
$904K -$22.2K -790 -2%
CFA
1275
Camarda Financial Advisors
Florida
$901K +$202K +7,160 +29%
49 50
51
52 53