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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 %
FP
1326
Foundry Partners
Minnesota
$715K -$41.5K -1,476 -5%
BCM
1327
Brookstone Capital Management
Illinois
$714K +$26.8K +953 +4%
MPIA
1328
Mountain Pacific Investment Advisers
Idaho
$712K – – –
HSA
1329
HBK Sorce Advisory
Pennsylvania
$712K +$28.5K +1,013 +4%
BBPWM
1330
Blue Bell Private Wealth Management
Pennsylvania
$711K +$20.5K +728 +3%
LC
1331
Lilley & Co
Michigan
$707K -$127K -4,522 -15%
MC
1332
Mathes Company
New York
$698K -$59.4K -2,108 -8%
FI
1333
FCM Investments
Texas
$696K -$17.8K -632 -2%
SAA
1334
Southeast Asset Advisors
Georgia
$695K +$5.97K +212 +0.9%
RPA
1335
Rock Point Advisors
Vermont
$693K +$4.7K +167 +0.7%
CCA
1336
Cobblestone Capital Advisors
New York
$692K +$75.3K +2,672 +12%
KLWA
1337
Kelly Lawrence W & Associates
California
$691K -$31.1K -1,103 -4%
KA
1338
KLCM Advisors
Wisconsin
$691K – – –
AFG
1339
Albion Financial Group
Utah
$691K +$82.2K +2,920 +13%
MVA
1340
Mount Vernon Associates
Maryland
$688K +$1.49K +53 +0.2%
BAM
1341
Burgundy Asset Management
Ontario, Canada
$685K – – –
SCP
1342
Sandhill Capital Partners
New York
$684K +$21K +748 +3%
ESBC
1343
E.S. Barr & Co
Kentucky
$677K +$67.6K +2,401 +11%
DT
1344
Diversified Trust
Tennessee
$677K +$677K +24,027 New
PH
1345
Pinnacle Holdings
Oklahoma
$673K -$25.3K -897 -4%
ST
1346
Sabal Trust
Florida
$673K +$47.8K +1,697 +8%
SSG
1347
Summit Securities Group
New York
$671K -$205K -7,273 -23%
CFMC
1348
Curbstone Financial Management Corp
New Hampshire
$668K -$17.1K -607 -2%
MCC
1349
Mid Continent Capital
Illinois
$668K +$197K +6,983 +42%
LI
1350
Lafayette Investments
Maryland
$666K – – –
52 53
54
55 56