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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 %
LWA
1376
Lenox Wealth Advisors
New York
$600K +$43.5K +1,521 +8%
MHS
1377
M Holdings Securities
Oregon
$600K +$252K +8,949 +72%
AP
1378
Atwood & Palmer
Missouri
$599K -$405K -14,398 -40%
BRM
1379
Boston Research & Management
Massachusetts
$599K +$19.3K +685 +3%
DD
1380
Dominick & Dominick
New York
$598K -$205K -7,268 -26%
BFPW
1381
BOK Financial Private Wealth
Colorado
$597K -$13.4K -475 -2%
PRA
1382
Parametric Risk Advisors
Connecticut
$594K – – –
DCC
1383
Dow Chemical Company
Michigan
$594K – – –
UMA
1384
USA Mutuals Advisors
Texas
$594K +$594K +21,080 New
BIM
1385
Bridges Investment Management
Nebraska
$592K +$94.6K +3,361 +19%
VWM
1386
Vector Wealth Management
Minnesota
$590K +$28.2K +1,003 +5%
SFA
1387
Sequoia Financial Advisors
Ohio
$586K -$24.9K -884 -4%
LMAM
1388
Legg Mason Asset Management
Japan
$579K -$53.4K -1,897 -8%
LSA
1389
L & S Advisors
California
$576K -$3.69M -131,010 -86%
CCM
1390
CrestPoint Capital Management
Missouri
$576K – – –
ZIG
1391
Zuckerman Investment Group
Illinois
$574K -$34.8K -1,235 -6%
CB
1392
Cooke & Bieler
Pennsylvania
$573K -$14.3K -506 -2%
CC
1393
Cornerstone Capital
California
$572K – – –
MIM
1394
Miller Investment Management
Pennsylvania
$570K – – –
LCM
1395
Laurion Capital Management
New York
$570K +$570K +20,237 New
LBC
1396
Lowe Brockenbrough & Co
Virginia
$569K -$13.9K -494 -2%
PIM
1397
Parasol Investment Management
Illinois
$567K +$400K +14,213 +240%
RC
1398
Reik & Co
New York
$563K +$38.5K +1,370 +7%
PHAM
1399
Palisades Hudson Asset Management
Florida
$556K -$4.79K -170 -0.9%
ATC
1400
Adirondack Trust Company
New York
$556K +$21.8K +774 +4%
54 55
56
57 58