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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 %
JCM
1376
Janney Capital Management
Pennsylvania
$757K +$110K +3,711 +17%
BBPWM
1377
Blue Bell Private Wealth Management
Pennsylvania
$755K -$15.6K -527 -2%
CFA
1378
CT Financial Advisors
Pennsylvania
$750K +$750K +25,391 New
MPIA
1379
Mountain Pacific Investment Advisers
Idaho
$748K – – –
CS
1380
Cannell & Spears
New York
$744K +$64.6K +2,188 +10%
NES
1381
New England Securities
New York
$743K -$58.7K -1,985 -7%
CTA
1382
Colonial Trust Advisors
South Carolina
$741K -$18.8K -637 -2%
DIP
1383
DT Investment Partners
Pennsylvania
$731K -$81.5K -2,758 -10%
SAA
1384
Southeast Asset Advisors
Georgia
$729K +$30 +1 +0%
RPA
1385
Rock Point Advisors
Vermont
$724K -$3.1K -105 -0.4%
KLWA
1386
Kelly Lawrence W & Associates
California
$718K – – –
CRIG
1387
Charter Research & Investment Group
Connecticut
$715K +$715K +24,194 New
FLPIM
1388
F.L. Putnam Investment Management
Massachusetts
$711K -$50.4K -1,706 -7%
RHDIC
1389
R.H. Dinel Investment Counsel
California
$708K -$71.3K -2,413 -9%
PSC
1390
Prentiss Smith & Co
Vermont
$706K +$46.7K +1,581 +7%
SAM
1391
Summit Asset Management
Tennessee
$705K +$7.09K +240 +1%
MIM
1392
Montgomery Investment Management
Maryland
$702K +$320K +10,856 +84%
EAMA
1393
EFG Asset Management (Americas)
Florida
$702K +$702K +23,745 New
PAM
1394
Premier Asset Management
Illinois
$701K +$337K +11,410 +93%
LI
1395
Lafayette Investments
Maryland
$693K – – –
CG
1396
Caprock Group
Idaho
$692K +$692K +23,424 New
MC
1397
Mathes Company
New York
$691K -$41.3K -1,397 -6%
SIA
1398
SeaBridge Investment Advisors
New Jersey
$688K +$40.5K +1,370 +6%
SCM
1399
Schnieders Capital Management
California
$686K -$176K -5,956 -20%
FA
1400
FCG Advisors
New Jersey
$684K -$116K -3,850 -15%
54 55
56
57 58