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Pfizer
PFE

Overview Fund Activity

1,876 hedge funds and large institutions have $140B invested in Pfizer in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 800 increasing their positions, 768 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
-8
Holders Change %
-0.42%
% of All Funds
52.43%
Holding in Top 10
267
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.48%
% of All Funds
7.46%
New
71
Increased
800
Reduced
768
Closed
64
Calls
$2.27B
Puts
$1.61B
Net Calls
+$667M
Net Calls Change
+$141M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
WRF
Waddell & Reed Financial
Kansas
$484M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.5B
4
DCM
Discovery Capital Management
Connecticut
$303M
5
MC
Maverick Capital
Texas
$218M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.57B
2
Franklin Resources
Franklin Resources
California
$2.35B
3
IC
Institutional Capital
Illinois
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.14B
5
Capital Research Global Investors
Capital Research Global Investors
California
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1426
NewSquare Capital
Pennsylvania
$712K -$6.88K -231 -1%
PH
1427
Pinnacle Holdings
Oklahoma
$712K +$5.19K +174 +0.7%
GAM
1428
Griffin Asset Management
New York
$711K +$153K +5,121 +27%
CFA
1429
CT Financial Advisors
Pennsylvania
$710K -$7.81K -262 -1%
NGA
1430
Naples Global Advisors
Florida
$709K -$9.42K -316 -1%
PGA
1431
Portland Global Advisors
Maine
$707K +$133K +4,457 +23%
KIG
1432
Kovitz Investment Group
Illinois
$705K -$69.8K -2,343 -9%
WIA
1433
Westbourne Investment Advisors
Maryland
$705K -$4.71K -158 -0.7%
FM
1434
Family Management
New York
$705K +$11.7K +393 +2%
MC
1435
Middleton & Co
Massachusetts
$703K -$101K -3,395 -13%
IC
1436
Intersect Capital
California
$703K -$96.7K -3,246 -12%
PHAM
1437
Palisades Hudson Asset Management
Florida
$700K – – –
SHCM
1438
Stokes & Hubbell Capital Management
Louisiana
$698K +$698K +23,416 New
CMANY
1439
Capital Management Associates (New York)
New York
$697K -$28.3K -949 -4%
BIAS
1440
Beacon Investment Advisory Services
New Jersey
$695K -$40.5K -1,360 -6%
MC
1441
Mathes Company
New York
$695K +$29.8K +1,001 +4%
BFPW
1442
BOK Financial Private Wealth
Colorado
$695K +$94.3K +3,162 +16%
SIA
1443
SeaBridge Investment Advisors
New Jersey
$694K – – –
MMG
1444
Monetary Management Group
Missouri
$694K +$39.2K +1,317 +6%
CG
1445
Caprock Group
Idaho
$693K -$4.23K -142 -0.6%
KLWA
1446
Kelly Lawrence W & Associates
California
$692K – – –
SCA
1447
Stonebridge Capital Advisors
Minnesota
$691K -$45.8K -1,538 -6%
BBPWM
1448
Blue Bell Private Wealth Management
Pennsylvania
$690K -$3.13K -105 -0.5%
HCM
1449
Harvest Capital Management
New Hampshire
$690K – – –
RIA
1450
Regal Investment Advisors
Michigan
$688K +$53.7K +1,804 +8%
56 57
58
59 60