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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 %
IFS
1476
Ifrah Financial Services
Arkansas
$435K -$21.3K -758 -5%
PTB
1477
Pioneer Trust Bank
Oregon
$434K -$47.5K -1,686 -10%
FWSM
1478
First Wilshire Securities Management
California
$434K -$23.1K -821 -5%
BSW
1479
Buckingham Strategic Wealth
Missouri
$434K -$254 -9 -0.1%
WI
1480
Wedgewood Investors
Pennsylvania
$434K +$11.9K +422 +3%
BC
1481
Banced Corp
Illinois
$432K -$1.1M -38,958 -72%
DBIA
1482
Dumont & Blake Investment Advisors
New Jersey
$424K +$6.03K +214 +1%
LCM
1483
Lucas Capital Management
New Jersey
$423K +$29.7K +1,054 +8%
CRC
1484
Curi RMB Capital
Illinois
$418K -$30.4K -1,080 -7%
AT
1485
Acadia Trust
Maine
$416K +$4.82K +171 +1%
CA
1486
Capital Advantage
California
$413K +$12.3K +435 +3%
EIM
1487
Emerson Investment Management
Massachusetts
$412K +$9.62K +342 +2%
HCM
1488
Highlander Capital Management
New Jersey
$410K +$28 +1 +0%
SRIM
1489
Saratoga Research & Investment Management
California
$409K +$149K +5,270 +57%
DVM
1490
Dreman Value Management
Florida
$404K +$52.3K +1,859 +15%
MIU
1491
Man Investments (UK)
United Kingdom
$404K +$175K +6,200 +76%
VHAM
1492
Van Hulzen Asset Management
California
$403K +$11.9K +423 +3%
IIM
1493
Ironwood Investment Management
Massachusetts
$401K -$1.92K -68 -0.5%
NEPWA
1494
New England Private Wealth Advisors
Massachusetts
$395K +$2K +71 +0.5%
CCWA
1495
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$394K +$3.61K +128 +0.9%
AAM
1496
Azzad Asset Management
Virginia
$394K +$7.01K +249 +2%
CNC
1497
Citizens & Northern Corp
Pennsylvania
$392K -$10.3K -364 -3%
EIM
1498
Essex Investment Management
Massachusetts
$389K -$225K -7,976 -37%
CP
1499
Coho Partners
Pennsylvania
$387K – – –
LRPA
1500
L. Roy Papp & Associates
Arizona
$385K +$5.8K +206 +2%
58 59
60
61 62