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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 %
NGA
1401
Naples Global Advisors
Florida
$767K -$6.87K -216 -0.9%
CFA
1402
CT Financial Advisors
Pennsylvania
$766K -$31.7K -995 -4%
WIA
1403
Westbourne Investment Advisors
Maryland
$758K +$758K +23,820 New
SAM
1404
Summit Asset Management
Tennessee
$757K -$8.62K -271 -1%
AB
1405
AT Bancorp
Iowa
$757K -$5.86K -184 -0.8%
PH
1406
Pinnacle Holdings
Oklahoma
$754K -$12.8K -401 -2%
DCM
1407
Donaldson Capital Management
Indiana
$750K +$57.2K +1,797 +8%
MSR
1408
Main Street Research
Connecticut
$750K +$193K +6,075 +35%
PHAM
1409
Palisades Hudson Asset Management
Florida
$747K -$73.7K -2,319 -9%
CG
1410
Caprock Group
Idaho
$745K -$541 -17 -0.1%
JIM
1411
Jupiter Investment Management
United Kingdom
$744K – – –
SIA
1412
SeaBridge Investment Advisors
New Jersey
$741K – – –
BBI
1413
Baxter Bros Inc
Connecticut
$741K +$41.5K +1,305 +6%
BBPWM
1414
Blue Bell Private Wealth Management
Pennsylvania
$740K -$40.3K -1,265 -5%
FM
1415
Family Management
New York
$740K +$480K +15,095 +185%
KLWA
1416
Kelly Lawrence W & Associates
California
$739K -$34.7K -1,091 -4%
RPA
1417
Rock Point Advisors
Vermont
$734K -$22.3K -700 -3%
WAM
1418
Winslow Asset Management
Ohio
$733K – – –
DIA
1419
Dean Investment Associates
Ohio
$729K +$24.8K +779 +4%
FI
1420
FCM Investments
Texas
$722K – – –
TC
1421
Trust Company
Kansas
$722K +$302K +9,486 +72%
SMC
1422
Smith, Moore & Co
Missouri
$719K +$22.7K +714 +3%
FDCC
1423
Foster Dykema Cabot & Co
Massachusetts
$719K +$168K +5,270 +30%
MC
1424
Mathes Company
New York
$710K – – –
KCPG
1425
Kavar Capital Partners Group
Kansas
$709K -$6.04K -190 -0.8%
55 56
57
58 59