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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 %
IIM
1401
Ipswich Investment Management
Massachusetts
$683K – – –
NGA
1402
Naples Global Advisors
Florida
$682K +$98.1K +3,317 +17%
WAM
1403
Winslow Asset Management
Ohio
$681K – – –
FI
1404
FCM Investments
Texas
$678K – – –
HCM
1405
Harvest Capital Management
New Hampshire
$678K – – –
KCPG
1406
Kavar Capital Partners Group
Kansas
$667K +$18.2K +617 +3%
EWA
1407
EP Wealth Advisors
California
$665K -$48.7K -1,650 -7%
W
1408
Wealthfront
California
$658K +$195K +6,591 +42%
PAM
1409
Princeton Alpha Management
New Jersey
$657K -$254K -8,599 -28%
SAMC
1410
Shinko Asset Management Company
Japan
$654K -$56.1K -1,898 -8%
PAWC
1411
P.A.W. Capital
Connecticut
$654K – – –
PCMC
1412
Paragon Capital Management (Colorado)
Colorado
$653K -$10.1K -342 -2%
NC
1413
NewSquare Capital
Pennsylvania
$651K +$59.2K +2,003 +10%
MMG
1414
Monetary Management Group
Missouri
$649K +$24.9K +844 +4%
DDPIC
1415
Deroy & Devereaux Private Investment Counsel
Michigan
$646K +$118K +3,979 +22%
HRIA
1416
Haberer Registered Investment Advisor
Ohio
$645K -$153K -5,185 -19%
ST
1417
Sabal Trust
Florida
$642K -$64K -2,167 -9%
ATC
1418
Adirondack Trust Company
New York
$639K -$19.6K -664 -3%
ED
1419
Exane Derivatives
France
$634K +$634K +21,453 New
MAA
1420
Mraz Amerine & Associates
California
$631K +$21.8K +738 +4%
Royal London Asset Management
1421
Royal London Asset Management
United Kingdom
$629K +$138K +463,403 +28%
BBI
1422
Baxter Bros Inc
Connecticut
$629K +$10.9K +368 +2%
SFA
1423
Sequoia Financial Advisors
Ohio
$627K -$7.15K -242 -1%
BFPW
1424
BOK Financial Private Wealth
Colorado
$627K – – –
PBT
1425
Pictet Bank & Trust
Bahamas
$624K +$38.2K +1,291 +7%
55 56
57
58 59