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Pfizer
PFE

Overview Fund Activity

1,744 hedge funds and large institutions have $133B invested in Pfizer in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 796 increasing their positions, 703 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
-34
Holders Change %
-1.91%
% of All Funds
50.16%
Holding in Top 10
197
Holding in Top 10 Change
-77
Holding in Top 10 Change %
-28.1%
% of All Funds
5.67%
New
63
Increased
796
Reduced
703
Closed
87
Calls
$1.88B
Puts
$1.19B
Net Calls
+$695M
Net Calls Change
-$295M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.6B
2
Franklin Resources
Franklin Resources
California
+$312M
3
Renaissance Technologies
Renaissance Technologies
New York
+$273M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$262M

Top Sellers

1
IIS
Ignis Investment Services
United Kingdom
-$684M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$634M
3
WRF
Waddell & Reed Financial
Kansas
-$532M
4
Dodge & Cox
Dodge & Cox
California
-$452M
5
Invesco
Invesco
Georgia
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
RU
1426
RobecoSam USA
New York
$520K – – –
TIA
1427
Tiemann Investment Advisors
California
$518K -$19.3K -685 -4%
BBI
1428
Baxter Bros Inc
Connecticut
$517K +$84 +3 +0%
PGA
1429
Portland Global Advisors
Maine
$513K – – –
MMG
1430
Monetary Management Group
Missouri
$512K +$181K +6,435 +55%
TSWM
1431
Triangle Securities Wealth Management
North Carolina
$511K +$36K +1,280 +8%
HTHT
1432
Hemenway Trust Hemenway Trust
New Hampshire
$510K +$8.65K +307 +2%
KIC
1433
Keating Investment Counselors
Florida
$508K – – –
FWP
1434
FAS Wealth Partners
Kansas
$507K -$64.6K -2,294 -11%
RIA
1435
Regal Investment Advisors
Michigan
$507K +$255K +9,061 +101%
B
1436
Bailard
California
$506K +$223K +7,943 +79%
RH
1437
Rayner & Haynor
California
$504K – – –
MDSL
1438
M.D. Sass LLC
New York
$502K +$267K +9,502 +114%
NC
1439
NewSquare Capital
Pennsylvania
$500K +$61.1K +2,169 +14%
DCM
1440
Donaldson Capital Management
Indiana
$498K -$55.8K -1,984 -10%
CAG
1441
Crestwood Advisors Group
Massachusetts
$497K +$1.77K +63 +0.4%
WHG
1442
Westwood Holdings Group
Texas
$493K – – –
BCM
1443
Bares Capital Management
Texas
$492K – – –
CMANY
1444
Capital Management Associates (New York)
New York
$490K -$6.7K -238 -1%
BCB
1445
Brian C. Broderick
$490K – – –
RGC
1446
Roberts, Glore & Co
Illinois
$488K -$11.3K -402 -2%
DDPIC
1447
Deroy & Devereaux Private Investment Counsel
Michigan
$483K +$260K +9,223 +116%
Tudor Investment Corp
1448
Tudor Investment Corp
Connecticut
$481K -$25.5M -905,175 -98%
AA
1449
Alesco Advisors
New York
$480K – – –
CAM
1450
Congress Asset Management
Massachusetts
$477K -$56.3K -2,002 -11%
56 57
58
59 60