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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 %
RAM
1476
Roanoke Asset Management
New Jersey
$622K +$622K +19,541 New
ACI
1477
Advance Capital I
Michigan
$620K +$620K +19,499 New
SCG
1478
Sonata Capital Group
Washington
$619K +$55.3K +1,739 +10%
LBC
1479
Lowe Brockenbrough & Co
Virginia
$618K -$6.72K -211 -1%
TBA
1480
Train Babcock Advisors
New York
$615K -$30.2K -948 -5%
11A
1481
10-15 Associates
New York
$615K +$16.9K +532 +3%
PGA
1482
Portland Global Advisors
Maine
$613K +$81.5K +2,561 +15%
CIC
1483
Chilton Investment Company
Connecticut
$611K +$611K +19,201 New
BCM
1484
BTR Capital Management
California
$605K -$478 -15 -0.1%
FWP
1485
FAS Wealth Partners
Kansas
$605K +$47.1K +1,481 +8%
SAMC
1486
Shinko Asset Management Company
Japan
$604K -$52.2K -1,641 -8%
AIA
1487
AIMZ Investment Advisors
California
$604K +$8.08K +254 +1%
BCB
1488
Brian C. Broderick
$600K -$63.9K -2,006 -10%
CCA
1489
Conestoga Capital Advisors
Pennsylvania
$598K – – –
B
1490
BancorpSouth
Mississippi
$597K +$165K +5,181 +38%
GAM
1491
Griffin Asset Management
New York
$596K -$750K -23,574 -56%
WA
1492
Winfield Associates
Ohio
$592K -$16.8K -527 -3%
MIAN
1493
Mariner Independent Advisor Network
Kansas
$588K +$157K +4,942 +36%
SAM
1494
Solaris Asset Management
New York
$584K -$23.1K -728 -4%
CAM
1495
Congress Asset Management
Massachusetts
$582K -$83.9K -2,638 -13%
BRM
1496
Boston Research & Management
Massachusetts
$582K -$3.69K -116 -0.6%
IIM
1497
Ipswich Investment Management
Massachusetts
$580K -$156K -4,889 -21%
HWA
1498
Heritage Wealth Advisors
Virginia
$580K – – –
PCM
1499
Perritt Capital Management
Illinois
$578K -$2.16K -68 -0.4%
TNAM
1500
Terra Nova Asset Management
New York
$578K +$5.85K +184 +1%
58 59
60
61 62