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Pfizer
PFE

Overview Fund Activity

1,884 hedge funds and large institutions have $146B invested in Pfizer in 2015 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 693 increasing their positions, 839 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
+12
Holders Change %
+0.64%
% of All Funds
50.81%
Holding in Top 10
271
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.01%
% of All Funds
7.31%
New
103
Increased
693
Reduced
839
Closed
72
Calls
$1.89B
Puts
$1.36B
Net Calls
+$526M
Net Calls Change
-$165M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$620M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$498M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$450M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$261M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$200M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$873M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$539M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$425M
4
State Street
State Street
Massachusetts
-$395M
5
IC
Institutional Capital
Illinois
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
POA
1276
Pergamon Offshore Advisors
New York
$1.15M – – –
CA
1277
Corrado Advisors
New Jersey
$1.15M – – –
FIM
1278
Frontier Investment Management
Texas
$1.15M +$56.4K +1,773 +5%
CS
1279
Credential Securities
$1.14M +$51.3K +1,612 +5%
CWP
1280
Capital Wealth Planning
Florida
$1.13M – – –
BP
1281
Ballentine Partners
Massachusetts
$1.13M +$859 +27 +0.1%
VCM
1282
Violich Capital Management
California
$1.13M – – –
ATC
1283
Argent Trust Co
Tennessee
$1.12M -$16.4K -516 -1%
ARMC
1284
American Research & Management Company
Massachusetts
$1.12M +$14.6K +460 +1%
BWFM
1285
Bridgewater Wealth & Financial Management
Maryland
$1.12M -$67K -2,108 -6%
FSA
1286
Franklin Street Advisors
North Carolina
$1.11M +$103K +3,227 +10%
SGA
1287
Strategic Global Advisors
California
$1.11M +$140K +4,384 +14%
TAM
1288
Troy Asset Management
United Kingdom
$1.11M – – –
WAM
1289
Weatherly Asset Management
California
$1.11M +$1.21K +38 +0.1%
PMFA
1290
Plante Moran Financial Advisors
Michigan
$1.1M +$103K +3,227 +10%
SFSIG
1291
San Francisco Sentry Investment Group
California
$1.1M +$18.2K +572 +2%
SSWM
1292
Sheets Smith Wealth Management
North Carolina
$1.1M -$82.9K -2,606 -7%
CASB
1293
Cape Ann Savings Bank
Massachusetts
$1.09M -$10.4K -327 -0.9%
PWM
1294
Perigon Wealth Management
California
$1.09M +$20.5K +643 +2%
MWM
1295
Mission Wealth Management
California
$1.09M +$1.09M +32,872 New
SC
1296
Searle & Co
Connecticut
$1.08M -$32 -1 -0%
GC
1297
Garde Capital
Washington
$1.08M +$44.2K +1,389 +4%
REMPR
1298
Roof Eidam Maycock Peralta (REMP)
California
$1.08M -$23.5K -738 -2%
TC
1299
Taylor Cottrill
New Hampshire
$1.07M -$36.5K -1,147 -3%
MCA
1300
Metropolitan Capital Advisors
New York
$1.07M +$436K +13,702 +69%
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52
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