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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 %
PRA
1426
Parametric Risk Advisors
Connecticut
$623K – – –
DCC
1427
Dow Chemical Company
Michigan
$623K – – –
SOAMC
1428
Spirit of America Management Corp
New York
$623K – – –
UMA
1429
USA Mutuals Advisors
Texas
$623K – – –
RIA
1430
Regal Investment Advisors
Michigan
$622K +$44.7K +1,512 +8%
CC
1431
Cornerstone Capital
California
$619K +$18.7K +632 +3%
CB
1432
Cooke & Bieler
Pennsylvania
$616K – – –
AAM
1433
Azzad Asset Management
Virginia
$613K -$12K -405 -2%
LBC
1434
Lowe Brockenbrough & Co
Virginia
$611K -$6.24K -211 -1%
BTNA
1435
Bremer Trust National Association
Minnesota
$610K +$5.44K +184 +0.9%
MSFP
1436
Mark Sheptoff Financial Planning
Connecticut
$609K +$2.54K +86 +0.4%
SMC
1437
Smith, Moore & Co
Missouri
$604K +$6.32K +214 +1%
DIA
1438
Dean Investment Associates
Ohio
$602K +$26.1K +884 +5%
VWM
1439
Vector Wealth Management
Minnesota
$601K -$32.4K -1,098 -5%
TBA
1440
Train Babcock Advisors
New York
$600K +$34.8K +1,175 +6%
TNB
1441
Thomasville National Bank
Georgia
$598K -$258K -8,723 -30%
ZIG
1442
Zuckerman Investment Group
Illinois
$593K – – –
CAM
1443
Congress Asset Management
Massachusetts
$590K +$88.4K +2,994 +18%
ESBC
1444
E.S. Barr & Co
Kentucky
$588K -$114K -3,872 -16%
LWA
1445
Lenox Wealth Advisors
New York
$585K -$8.37K -283 -1%
IC
1446
Intersect Capital
California
$580K +$580K +19,612 New
KA
1447
Klingman & Associates
New York
$580K +$580K +19,657 New
Koshinski Asset Management
1448
Koshinski Asset Management
Illinois
$575K +$575K +19,460 New
WA
1449
Winfield Associates
Ohio
$573K -$247K -8,353 -30%
GWS
1450
Glassman Wealth Services
Virginia
$570K +$570K +19,284 New
56 57
58
59 60