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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 %
ZIC
1301
ZWJ Investment Counsel
Georgia
$790K +$2.03K +72 +0.3%
LCP
1302
Legacy Capital Partners
Wisconsin
$784K +$178K +6,324 +29%
LOCC
1303
Lombard Odier & Cie (Canada)
Quebec, Canada
$782K -$117K -4,137 -13%
GAM
1304
Gould Asset Management
California
$781K – – –
KIG
1305
Kovitz Investment Group
Illinois
$776K -$127K -4,509 -14%
EA
1306
Emerald Advisers
Pennsylvania
$774K -$3.16K -112 -0.4%
I2I
1307
Insight 2811 Inc
Illinois
$772K -$35K -1,244 -4%
EMG
1308
Ellington Management Group
Connecticut
$772K +$567K +20,131 +277%
BST
1309
Bath Savings Trust
Maine
$769K +$56.3K +2,002 +8%
FSA
1310
Franklin Street Advisors
North Carolina
$767K +$3.1K +110 +0.4%
TNB
1311
Thomasville National Bank
Georgia
$766K +$379K +13,450 +98%
SAMC
1312
Shinko Asset Management Company
Japan
$761K -$17.8K -633 -2%
CCM
1313
Chilton Capital Management
Texas
$745K -$38.4K -1,364 -5%
FLPIM
1314
F.L. Putnam Investment Management
Massachusetts
$743K -$21.2K -753 -3%
RHDIC
1315
R.H. Dinel Investment Counsel
California
$743K – – –
HI
1316
Hudock Inc
Pennsylvania
$743K +$18.3K +651 +3%
KT
1317
Kanaly Trust
Texas
$740K -$3.35K -119 -0.5%
EWA
1318
EP Wealth Advisors
California
$739K -$118K -4,200 -14%
IC
1319
Inverness Counsel
New York
$733K -$44.5K -1,581 -6%
SCI
1320
S&CO Inc
Massachusetts
$725K – – –
NES
1321
New England Securities
New York
$724K +$188K +6,689 +35%
SFG
1322
SNS Financial Group
Minnesota
$721K +$211K +7,492 +41%
MG
1323
MDE Group
New Jersey
$721K +$262K +9,289 +57%
LC
1324
Lourd Capital
California
$719K +$5.04K +179 +0.7%
GGPS
1325
Gary Goldberg Planning Services
New York
$717K +$347K +12,311 +94%
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