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Pfizer
PFE

Overview Fund Activity

1,734 hedge funds and large institutions have $138B invested in Pfizer in 2013 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 590 increasing their positions, 752 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+130
Holders Change %
+8.1%
% of All Funds
50.36%
Holding in Top 10
250
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.57%
% of All Funds
7.26%
New
209
Increased
590
Reduced
752
Closed
62
Calls
$1.28B
Puts
$1.23B
Net Calls
+$44.3M
Net Calls Change
-$16M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$230M
2
Capital International Investors
Capital International Investors
California
+$223M
3
Citadel Advisors
Citadel Advisors
Florida
+$206M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$99.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$91.7M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$641M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
Franklin Resources
Franklin Resources
California
-$357M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
1426
Dean Investment Associates
Ohio
$511K +$31.9K +1,099 +7%
ACA
1427
Anchor Capital Advisors
Massachusetts
$510K +$9.2K +317 +2%
BCM
1428
Bares Capital Management
Texas
$508K – – –
WHG
1429
Westwood Holdings Group
Texas
$508K – – –
LWA
1430
Lenox Wealth Advisors
New York
$508K +$25.6K +882 +5%
HEIP
1431
Hudson Edge Investment Partners
New Jersey
$507K -$100K -3,446 -16%
BCB
1432
Brian C. Broderick
$506K – – –
PRHC
1433
P.R. Herzig & Co
New York
$505K – – –
HTHT
1434
Hemenway Trust Hemenway Trust
New Hampshire
$500K +$135K +4,658 +37%
LRPA
1435
L. Roy Papp & Associates
Arizona
$498K +$10.5K +362 +2%
SAM
1436
Symphony Asset Management
California
$497K -$410K -14,122 -45%
GIM
1437
Greylin Investment Management
Virginia
$496K +$15.3K +527 +3%
WPW
1438
Waldron Private Wealth
Pennsylvania
$495K +$495K +17,037 New
CAM
1439
CMT Asset Management
Illinois
$494K +$494K +16,996 New
BWP
1440
Baldwin Wealth Partners
Massachusetts
$491K -$47.7K -1,643 -9%
JIM
1441
Jensen Investment Management
Oregon
$491K +$20.2K +696 +4%
CAM
1442
CG Asset Management
New York
$490K +$490K +16,867 New
PGA
1443
Portland Global Advisors
Maine
$487K – – –
RC
1444
Reik & Co
New York
$487K +$487K +16,743 New
DIP
1445
DT Investment Partners
Pennsylvania
$484K +$2.15K +74 +0.4%
FMC
1446
First Merchants Corp
Indiana
$483K -$45.1K -1,552 -9%
FCT
1447
Family Capital Trust
Massachusetts
$482K -$87.1K -3,001 -15%
IFS
1448
Ifrah Financial Services
Arkansas
$482K -$4.45K -153 -0.9%
FIM
1449
Fruth Investment Management
Texas
$479K – – –
IRS
1450
Invictus RG (Singapore)
Singapore
$477K -$129K -4,424 -21%
56 57
58
59 60