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Pfizer
PFE

Overview Fund Activity

1,876 hedge funds and large institutions have $140B invested in Pfizer in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 800 increasing their positions, 768 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
-8
Holders Change %
-0.42%
% of All Funds
52.43%
Holding in Top 10
267
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.48%
% of All Funds
7.46%
New
71
Increased
800
Reduced
768
Closed
64
Calls
$2.27B
Puts
$1.61B
Net Calls
+$667M
Net Calls Change
+$141M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$813M
2
WRF
Waddell & Reed Financial
Kansas
+$429M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$341M
4
DCM
Discovery Capital Management
Connecticut
+$303M
5
MC
Maverick Capital
Texas
+$218M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$871M
2
Franklin Resources
Franklin Resources
California
-$452M
3
IC
Institutional Capital
Illinois
-$285M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$233M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1301
Sheets Smith Wealth Management
North Carolina
$1.02M -$2.53K -85 -0.2%
REMPR
1302
Roof Eidam Maycock Peralta (REMP)
California
$1.01M -$3.13K -105 -0.3%
MCA
1303
Metropolitan Capital Advisors
New York
$1.01M +$6.26K +210 +0.6%
EWA
1304
Exencial Wealth Advisors
Oklahoma
$1.01M -$35.7K -1,196 -3%
PFBT
1305
Parkside Financial Bank & Trust
Missouri
$1M -$449K -15,058 -31%
TC
1306
Taylor Cottrill
New Hampshire
$999K -$6.26K -210 -0.6%
AWM
1307
Avior Wealth Management
Nebraska
$998K +$963K +32,270 +2,765%
VIA
1308
Vident Investment Advisory
Georgia
$997K +$969K +32,489 +3,416%
MWP
1309
MYCIO Wealth Partners
Pennsylvania
$993K +$72.1K +2,419 +8%
DWM
1310
Destination Wealth Management
California
$992K -$2.71M -91,096 -73%
TCM
1311
Tradition Capital Management
New Jersey
$991K +$159K +5,354 +19%
NAM
1312
Needelman Asset Management
California
$982K – – –
IT
1313
Independence Trust
Tennessee
$977K -$203K -6,803 -17%
HJA
1314
Hugh Johnson Advisors
New York
$975K -$115K -3,853 -11%
AIM
1315
Aspen Investment Management
Michigan
$974K -$12.9K -432 -1%
CCM
1316
Cutler Capital Management
Massachusetts
$974K – – –
NCM
1317
Noesis Capital Mangement
Florida
$973K -$723K -24,252 -43%
DCM
1318
Donaldson Capital Management
Indiana
$973K +$270K +9,062 +38%
BRWM
1319
B. Riley Wealth Management
Tennessee
$969K -$15.9K -533 -2%
ZDA
1320
Zweig-DiMenna Associates
New York
$966K +$721K +24,190 +294%
CCMG
1321
Clark Capital Management Group
Pennsylvania
$964K +$57.4K +1,926 +6%
CCA
1322
Cobblestone Capital Advisors
New York
$959K +$113K +3,799 +13%
TS
1323
Twin Securities
New York
$952K +$952K +31,936 New
BIC
1324
Bridges Investment Counsel
Nebraska
$946K -$1.52M -47,716 -62%
BIM
1325
Bridges Investment Management
Nebraska
$946K – – –
51 52
53
54 55