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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 %
CB
1451
Cooke & Bieler
Pennsylvania
$668K +$11.7K +369 +2%
RHBC
1452
R.H. Bluestein & Co
Michigan
$666K +$19K +596 +3%
BSW
1453
Buckingham Strategic Wealth
Missouri
$655K +$47.6K +1,497 +8%
AA
1454
Alesco Advisors
New York
$655K +$112K +3,531 +21%
DDPIC
1455
Deroy & Devereaux Private Investment Counsel
Michigan
$653K – – –
MCC
1456
Mid Continent Capital
Illinois
$652K +$27.9K +876 +4%
ST
1457
Sabal Trust
Florida
$648K -$509 -16 -0.1%
WP
1458
WealthPLAN Partners
Nebraska
$643K -$3.31K -104 -0.5%
BFPW
1459
BOK Financial Private Wealth
Colorado
$641K -$33.5K -1,054 -5%
LBG
1460
Lloyds Banking Group
United Kingdom
$640K -$2.5M -78,647 -80%
BST
1461
Bath Savings Trust
Maine
$637K -$111K -3,506 -15%
VWM
1462
Vector Wealth Management
Minnesota
$635K -$8.8K -277 -1%
TSWM
1463
Triangle Securities Wealth Management
North Carolina
$633K +$64 +2 +0%
CFA
1464
Capstone Financial Advisors
Illinois
$633K +$385K +12,124 +156%
KA
1465
Klingman & Associates
New York
$631K +$4.58K +144 +0.7%
PPCM
1466
Pillar Pacific Capital Management
California
$629K +$57K +1,792 +10%
NEPWA
1467
New England Private Wealth Advisors
Massachusetts
$627K -$39K -1,223 -6%
RHDIC
1468
R.H. Dinel Investment Counsel
California
$627K – – –
CP
1469
Cinque Partners
California
$627K – – –
ESBC
1470
E.S. Barr & Co
Kentucky
$626K – – –
EWA
1471
EP Wealth Advisors
California
$625K -$795 -25 -0.1%
AAS
1472
Annex Advisory Services
Wisconsin
$625K +$94.6K +2,972 +18%
TAM
1473
Trillium Asset Management
Massachusetts
$624K -$6.71K -211 -1%
DW
1474
Domani Wealth
Pennsylvania
$623K +$601K +18,897 +2,775%
FCE
1475
Fiera Capital (Europe)
Cayman Islands
$622K – – –
57 58
59
60 61