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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 %
SFPIA
1276
Stevens First Principles Investment Advisors
California
$895K – – –
PAS
1277
Professional Advisory Services
Florida
$885K – – –
PMFA
1278
Plante Moran Financial Advisors
Michigan
$870K +$115K +4,076 +15%
SIC
1279
Shoker Investment Counsel
Ohio
$869K -$478 -17 -0.1%
PJSIMP
1280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$867K -$72.5K -2,574 -8%
JIC
1281
Joel Isaacson & Co
New York
$866K -$12.4K -439 -1%
RAM
1282
Ramsey Asset Management
Virginia
$864K – – –
FHC
1283
First Heartland Consultants
Missouri
$861K +$131K +4,667 +18%
LWM
1284
LBA Wealth Management
Florida
$857K -$2.84K -101 -0.3%
BA
1285
Birinyi Associates
Connecticut
$853K +$301K +10,699 +55%
MSS
1286
Mitchell Sinkler & Starr
Pennsylvania
$852K – – –
OSNBOA
1287
Old Second National Bank of Aurora
Illinois
$843K -$180K -6,374 -18%
ANB
1288
Amarillo National Bank
Texas
$843K -$42.2K -1,497 -5%
SOAMC
1289
Spirit of America Management Corp
New York
$840K – – –
FAM
1290
Formidable Asset Management
Ohio
$839K +$310 +11 +0%
AHB
1291
Abner Herrman & Brock
New Jersey
$838K – – –
SCM
1292
Schnieders Capital Management
California
$834K +$160K +5,692 +24%
WEC
1293
Winslow Evans & Crocker
Massachusetts
$833K +$67.5K +2,396 +9%
CS
1294
Credential Securities
$829K +$76.5K +2,716 +10%
AB
1295
Atlas Brown
Kentucky
$822K +$18.4K +652 +2%
ROTUOC
1296
Regents of the University of California
California
$821K +$821K +29,138 New
AB
1297
AT Bancorp
Iowa
$805K +$23.3K +826 +3%
FIM
1298
Frontier Investment Management
Texas
$798K -$98.5K -3,511 -11%
WA
1299
Winfield Associates
Ohio
$790K -$97.3K -3,460 -11%
IAS
1300
IMA Advisory Services
Colorado
$790K -$21.9K -779 -3%
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