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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 %
SFA
1426
Sequoia Financial Advisors
Ohio
$704K +$53K +1,665 +8%
MIM
1427
Montgomery Investment Management
Maryland
$703K -$53.6K -1,686 -7%
AssetMark Inc
1428
AssetMark Inc
California
$700K -$813K -25,543 -54%
SFPIA
1429
Stevens First Principles Investment Advisors
California
$700K -$240K -7,546 -26%
MMG
1430
Monetary Management Group
Missouri
$699K – – –
CFA
1431
Camarda Financial Advisors
Florida
$696K -$403K -12,671 -37%
SCP
1432
Sandhill Capital Partners
New York
$696K -$180K -5,651 -21%
IC
1433
Inverness Counsel
New York
$694K – – –
PCMC
1434
Paragon Capital Management (Colorado)
Colorado
$693K – – –
LI
1435
Lafayette Investments
Maryland
$693K – – –
PFA
1436
Pure Financial Advisors
California
$693K +$346K +10,865 +99%
HCM
1437
Harvest Capital Management
New Hampshire
$690K -$40.5K -1,273 -6%
MAA
1438
Mraz Amerine & Associates
California
$687K +$7.67K +241 +1%
SSG
1439
Summit Securities Group
New York
$687K +$496K +15,590 +259%
AIC
1440
Ayalon Insurance Company
Israel
$683K – – –
PTB
1441
Pioneer Trust Bank
Oregon
$682K +$187K +5,875 +38%
BFG
1442
Beacon Financial Group
Texas
$681K -$271K -8,494 -28%
FMC
1443
First Merchants Corp
Indiana
$678K +$59.3K +1,864 +10%
RIA
1444
Regal Investment Advisors
Michigan
$677K -$46.3K -1,457 -6%
ATC
1445
Adirondack Trust Company
New York
$674K -$23.9K -750 -3%
DCC
1446
Dow Chemical Company
Michigan
$671K – – –
PAWC
1447
P.A.W. Capital
Connecticut
$671K – – –
SOAMC
1448
Spirit of America Management Corp
New York
$671K – – –
PRA
1449
Parametric Risk Advisors
Connecticut
$671K – – –
KL
1450
KWMG LLC
Kansas
$671K +$90.5K +2,845 +16%
56 57
58
59 60