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Pfizer
PFE

Overview Fund Activity

1,884 hedge funds and large institutions have $146B invested in Pfizer in 2015 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 693 increasing their positions, 839 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
+12
Holders Change %
+0.64%
% of All Funds
50.81%
Holding in Top 10
271
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.01%
% of All Funds
7.31%
New
103
Increased
693
Reduced
839
Closed
72
Calls
$1.89B
Puts
$1.36B
Net Calls
+$526M
Net Calls Change
-$165M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$620M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$498M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$450M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$261M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$200M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$873M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$539M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$425M
4
State Street
State Street
Massachusetts
-$395M
5
IC
Institutional Capital
Illinois
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
DVM
1376
Dreman Value Management
Florida
$836K -$9.26K -291 -1%
SAM
1377
Sentinel Asset Management
Vermont
$832K – – –
GWCM
1378
Godshalk Welsh Capital Management
Pennsylvania
$830K -$39.2K -1,232 -5%
EIA
1379
Edgemoor Investment Advisors
Maryland
$828K -$292K -9,167 -26%
HTHT
1380
Hemenway Trust Hemenway Trust
New Hampshire
$828K -$104K -3,281 -11%
KIG
1381
Kovitz Investment Group
Illinois
$828K +$33.4K +1,050 +4%
NAM
1382
North American Management
Massachusetts
$826K +$396K +12,448 +92%
SCM
1383
Schnieders Capital Management
California
$822K +$33.5K +1,054 +4%
SIM
1384
SSI Investment Management
California
$820K -$79.7K -2,505 -9%
SCI
1385
S&CO Inc
Massachusetts
$819K – – –
AIM
1386
Arcadia Investment Management
Michigan
$819K +$243K +7,647 +42%
FIM
1387
Freedom Investment Management
Connecticut
$818K +$211K +6,642 +35%
HHGA
1388
Halbert Hargrove Global Advisors
California
$801K -$14.5K -455 -2%
MPIA
1389
Mountain Pacific Investment Advisers
Idaho
$800K -$10K -316 -1%
TFCM
1390
Taylor Frigon Capital Management
Arizona
$799K -$148K -4,598 -16%
HSA
1391
HBK Sorce Advisory
Pennsylvania
$791K -$22.1K -693 -3%
SCA
1392
Stonebridge Capital Advisors
Minnesota
$786K +$45.2K +1,422 +6%
SAA
1393
Southeast Asset Advisors
Georgia
$785K – – –
FLPIM
1394
F.L. Putnam Investment Management
Massachusetts
$785K +$13.9K +438 +2%
BIAS
1395
Beacon Investment Advisory Services
New Jersey
$785K +$785K +24,687 New
YP
1396
Yellowstone Partners
Idaho
$780K +$280K +8,813 +56%
CMANY
1397
Capital Management Associates (New York)
New York
$775K -$10.1K -316 -1%
CRIG
1398
Charter Research & Investment Group
Connecticut
$770K – – –
NC
1399
NewSquare Capital
Pennsylvania
$768K +$33.3K +1,046 +5%
Simplex Trading
1400
Simplex Trading
Illinois
$768K +$768K +24,163 New
54 55
56
57 58