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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 %
DT
1351
Diversified Trust
Tennessee
$814K +$814K +27,573 New
GWCM
1352
Godshalk Welsh Capital Management
Pennsylvania
$807K +$807K +27,308 New
GC
1353
Garde Capital
Washington
$806K +$806K +27,287 New
BSB
1354
Bangor Savings Bank
Maine
$799K +$97.5K +3,297 +14%
CMANY
1355
Capital Management Associates (New York)
New York
$797K +$28.1K +949 +4%
CCA
1356
Cobblestone Capital Advisors
New York
$797K +$71.8K +2,431 +10%
KIG
1357
Kovitz Investment Group
Illinois
$795K -$18.7K -633 -2%
DCM
1358
Donaldson Capital Management
Indiana
$794K +$235K +7,940 +42%
AB
1359
AT Bancorp
Iowa
$792K -$2.63K -89 -0.3%
MWP
1360
MYCIO Wealth Partners
Pennsylvania
$792K +$81K +2,741 +11%
MVA
1361
Mount Vernon Associates
Maryland
$791K +$34.2K +1,159 +5%
AFG
1362
Albion Financial Group
Utah
$791K +$57.6K +1,950 +8%
KA
1363
KLCM Advisors
Wisconsin
$790K +$19.3K +654 +3%
MCA
1364
Mercer Capital Advisers
New Jersey
$790K +$790K +26,742 New
FB
1365
Fulton Bank
Pennsylvania
$789K -$36.6K -1,237 -4%
CCM
1366
CrestPoint Capital Management
Missouri
$788K +$178K +6,008 +29%
HSA
1367
HBK Sorce Advisory
Pennsylvania
$783K +$117K +3,958 +18%
PAM
1368
Peak Asset Management
Colorado
$782K +$782K +26,451 New
CFMC
1369
Curbstone Financial Management Corp
New Hampshire
$771K +$70.3K +2,377 +10%
BAM
1370
Burgundy Asset Management
Ontario, Canada
$768K – – –
I2I
1371
Insight 2811 Inc
Illinois
$765K -$12.2K -411 -2%
BFG
1372
Beacon Financial Group
Texas
$764K +$56.8K +1,911 +8%
PHAM
1373
Palisades Hudson Asset Management
Florida
$763K – – –
SCI
1374
S&CO Inc
Massachusetts
$761K – – –
PH
1375
Pinnacle Holdings
Oklahoma
$758K -$30.7K -1,040 -4%
53 54
55
56 57