PFE icon

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 %
FDCC
1351
Foster Dykema Cabot & Co
Massachusetts
$666K – – –
SAM
1352
Summit Asset Management
Tennessee
$662K +$1.3K +46 +0.2%
HCM
1353
Harvest Capital Management
New Hampshire
$658K -$17.5K -622 -3%
B
1354
BancorpSouth
Mississippi
$658K +$53.6K +1,902 +9%
MWAC
1355
Mariner Wealth Advisors (Cincinnati)
Ohio
$657K +$5.04K +179 +0.8%
CIS
1356
Capital International Sarl
California
$650K +$56.4K +2,003 +10%
PPSG
1357
Princeton Portfolio Strategies Group
New Jersey
$650K +$241K +8,562 +59%
BSB
1358
Bangor Savings Bank
Maine
$649K +$11.4K +406 +2%
WAM
1359
Winslow Asset Management
Ohio
$648K – – –
MWP
1360
MYCIO Wealth Partners
Pennsylvania
$647K +$4K +142 +0.6%
TBA
1361
Train Babcock Advisors
New York
$646K -$5.04K -179 -0.8%
PSC
1362
Prentiss Smith & Co
Vermont
$640K – – –
FA
1363
FMA Advisory
Pennsylvania
$638K +$39.1K +1,389 +7%
JCM
1364
Janney Capital Management
Pennsylvania
$638K +$142K +5,050 +29%
ASN
1365
Advisory Services Network
Georgia
$637K +$35.9K +1,273 +6%
TC
1366
TradeLink Capital
Illinois
$635K +$635K +22,556 New
RT
1367
Reliance Trust
Georgia
$634K -$419K -14,876 -40%
SIA
1368
SeaBridge Investment Advisors
New Jersey
$632K +$14.8K +527 +2%
PCMC
1369
Paragon Capital Management (Colorado)
Colorado
$632K – – –
NIA
1370
Northstar Investment Advisors
Colorado
$624K -$42.8K -1,518 -6%
KCPG
1371
Kavar Capital Partners Group
Kansas
$624K -$7.44K -264 -1%
PAWC
1372
P.A.W. Capital
Connecticut
$623K – – –
MSFP
1373
Mark Sheptoff Financial Planning
Connecticut
$620K +$10.6K +377 +2%
MFBTD
1374
MB Financial Bank - Trust Department
Illinois
$609K +$19.8K +702 +3%
BFG
1375
Beacon Financial Group
Texas
$607K -$227K -8,065 -27%
53 54
55
56 57