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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 %
CIA
1451
CCM Investment Advisers
South Carolina
$475K -$8.03M -285,654 -94%
CL
1452
CPWM LLC
Washington
$475K +$58.4K +2,074 +14%
AI
1453
Accredited Investors
Minnesota
$471K +$83.6K +2,970 +22%
JIM
1454
Jensen Investment Management
Oregon
$469K -$26.1K -927 -5%
JWM
1455
Jacobus Wealth Management
Wisconsin
$468K -$4.59K -163 -1%
GAM
1456
Garrison Asset Management
Arkansas
$467K +$198K +7,027 +73%
FIM
1457
Fruth Investment Management
Texas
$466K -$10.7K -369 -2%
EAM
1458
Evanson Asset Management
California
$466K +$20.9K +744 +5%
CCM
1459
Compass Capital Management
Minnesota
$464K -$404K -14,366 -47%
SMC
1460
Smith, Moore & Co
Missouri
$463K -$95.8K -3,404 -17%
BWP
1461
Baldwin Wealth Partners
Massachusetts
$462K -$5.95K -211 -1%
CL
1462
CSS LLC
Illinois
$460K – – –
CTA
1463
Colonial Trust Advisors
South Carolina
$460K +$162K +5,745 +54%
NAM
1464
North American Management
Massachusetts
$457K -$59.4K -2,108 -12%
IUAM
1465
Itau USA Asset Management
New York
$457K – – –
MSR
1466
Main Street Research
Connecticut
$455K +$2.93K +104 +0.6%
MIM
1467
Montgomery Investment Management
Maryland
$454K -$110K -3,909 -19%
MCM
1468
Marathon Capital Management
Maryland
$452K -$247K -8,747 -35%
BCM
1469
BTR Capital Management
California
$452K +$47.5K +1,687 +12%
HIM
1470
Hillsdale Investment Management
Ontario, Canada
$451K +$303K +10,762 +205%
GWI
1471
Grace & White Inc
New York
$442K – – –
RHBC
1472
R.H. Bluestein & Co
Michigan
$441K -$33.6K -1,195 -7%
TT
1473
Tiedemann Trust
Delaware
$440K – – –
CHA
1474
Cedar Hill Associates
Illinois
$439K +$37.8K +1,344 +9%
PAS
1475
Partnervest Advisory Services
California
$439K +$49.9K +1,769 +13%
57 58
59
60 61