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Pfizer
PFE

Overview Fund Activity

1,858 hedge funds and large institutions have $138B invested in Pfizer in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 718 increasing their positions, 732 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+118
Holders Change %
+6.78%
% of All Funds
49.59%
Holding in Top 10
225
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+17.19%
% of All Funds
6%
New
199
Increased
718
Reduced
732
Closed
61
Calls
$1.79B
Puts
$1.61B
Net Calls
+$187M
Net Calls Change
-$346M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$466M
2
Fidelity International
Fidelity International
Bermuda
+$362M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$229M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$160M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$2.19B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$392M
3
Bank of America
Bank of America
North Carolina
-$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$294M
5
O
OppenheimerFunds
New York
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1301
Camarda Financial Advisors
Florida
$976K +$29.7K +1,004 +3%
JIM
1302
Jupiter Investment Management
United Kingdom
$973K -$156K -5,267 -14%
CS
1303
Credential Securities
$971K +$46.4K +1,571 +5%
HL
1304
HeadInvest LLC
Maine
$971K – – –
LCP
1305
Legacy Capital Partners
Wisconsin
$970K +$160K +5,407 +20%
WEC
1306
Winslow Evans & Crocker
Massachusetts
$966K -$17.2K -582 -2%
GI
1307
Glovista Investments
New Jersey
$955K +$955K +32,316 New
TI
1308
Trexquant Investment
Connecticut
$953K +$953K +32,252 New
IP
1309
Investment Partners
Ohio
$947K +$947K +31,924 New
NL
1310
NWAM LLC
Washington
$935K -$1.1M -37,201 -54%
MCWS
1311
McKinley Carter Wealth Services
West Virginia
$934K -$65.8K -2,227 -7%
PAS
1312
Professional Advisory Services
Florida
$929K +$473 +16 +0.1%
TCM
1313
Tradition Capital Management
New Jersey
$926K +$886 +30 +0.1%
AP
1314
Atwood & Palmer
Missouri
$916K -$107K -3,633 -10%
FHC
1315
First Houston Capital
Texas
$914K +$497K +16,811 +119%
SAM
1316
Security Asset Management
New York
$913K +$913K +30,887 New
SIC
1317
Shoker Investment Counsel
Ohio
$910K +$82.2K +2,783 +10%
CCM
1318
Chilton Capital Management
Texas
$909K +$37.3K +1,264 +4%
RAM
1319
Ramsey Asset Management
Virginia
$907K – – –
FHC
1320
First Heartland Consultants
Missouri
$904K -$34.2K -1,156 -4%
AIMCA
1321
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$903K – – –
PMFA
1322
Plante Moran Financial Advisors
Michigan
$902K +$27.1K +918 +3%
ASN
1323
Advisory Services Network
Georgia
$902K +$36.2K +1,153 +4%
IC
1324
Inverness Counsel
New York
$899K +$97.2K +3,289 +12%
SGA
1325
Strategic Global Advisors
California
$899K +$899K +30,405 New
51 52
53
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