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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 %
AIM
1301
Aspen Investment Management
Michigan
$1.05M – – –
HL
1302
HeadInvest LLC
Maine
$1.05M – – –
BRWM
1303
B. Riley Wealth Management
Tennessee
$1.05M -$101K -3,185 -9%
NAM
1304
Needelman Asset Management
California
$1.05M -$34.5K -1,085 -3%
HAG
1305
HighPoint Advisor Group
Illinois
$1.05M +$1.05M +32,877 New
AB
1306
Atlas Brown
Kentucky
$1.04M +$34K +1,013 +3%
CCM
1307
Cutler Capital Management
Massachusetts
$1.04M -$335K -10,540 -24%
SFM
1308
Signet Financial Management
New Jersey
$1.03M -$36.6K -1,149 -3%
ACI
1309
Alpha Cubed Investments
California
$1.03M +$374K +11,755 +57%
QCG
1310
Quadrant Capital Group
Ohio
$1.03M +$1.03M +32,427 New
IP
1311
Investment Partners
Ohio
$1.02M +$1.37K +43 +0.1%
MCWS
1312
McKinley Carter Wealth Services
West Virginia
$1.01M -$92.4K -2,904 -8%
VFS
1313
VSR Financial Services
Kansas
$1.01M +$60.7K +1,910 +6%
MVA
1314
Mount Vernon Associates
Maryland
$1.01M +$43.6K +1,371 +5%
WHG
1315
Westwood Holdings Group
Texas
$1.01M +$450K +14,156 +81%
TI
1316
Trexquant Investment
Connecticut
$1M +$1M +31,515 New
PAS
1317
Professional Advisory Services
Florida
$1M – – –
B
1318
Bellecapital
Switzerland
$999K -$230K -7,222 -19%
AP
1319
Atwood & Palmer
Missouri
$999K – – –
BA
1320
Bennicas & Associates
California
$991K -$35.2K -1,105 -3%
CCM
1321
Chilton Capital Management
Texas
$989K -$1.72K -54 -0.2%
MWP
1322
MYCIO Wealth Partners
Pennsylvania
$983K +$2.35K +74 +0.2%
GAM
1323
Gould Asset Management
California
$983K +$34K +1,070 +4%
NFG
1324
Nadler Financial Group
Illinois
$980K -$92.1K -2,895 -9%
DP
1325
Dearborn Partners
Illinois
$977K -$516K -16,232 -35%
51 52
53
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