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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
Franklin Resources
2
Franklin Resources
California
$2.35B
3
IC
3
Institutional Capital
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.14B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
1476
Spirit of America Management Corp
New York
$628K – – –
CAM
1477
Congress Asset Management
Massachusetts
$628K +$83K +2,787 +15%
FCE
1478
Fiera Capital (Europe)
Cayman Islands
$627K +$45.2K +1,519 +8%
ATC
1479
Adirondack Trust Company
New York
$626K -$5.36K -180 -0.8%
FI
1480
FCM Investments
Texas
$623K -$53.8K -1,803 -8%
RHBC
1481
R.H. Bluestein & Co
Michigan
$620K -$4.2K -141 -0.7%
B
1482
BancorpSouth
Mississippi
$617K +$57K +1,913 +10%
SCG
1483
Sonata Capital Group
Washington
$616K +$36.1K +1,212 +6%
AA
1484
Alesco Advisors
New York
$614K – – –
FWP
1485
FAS Wealth Partners
Kansas
$612K +$45.1K +1,513 +8%
ESBC
1486
E.S. Barr & Co
Kentucky
$608K +$21.3K +713 +4%
CCWA
1487
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$602K +$221K +7,434 +58%
RIM
1488
Regent Investment Management
Kentucky
$602K +$425K +14,260 +240%
DDPIC
1489
Deroy & Devereaux Private Investment Counsel
Michigan
$598K -$13.4K -450 -2%
EWA
1490
EP Wealth Advisors
California
$598K +$12.2K +410 +2%
NEPWA
1491
New England Private Wealth Advisors
Massachusetts
$590K +$2.6K +87 +0.4%
RHDIC
1492
R.H. Dinel Investment Counsel
California
$588K – – –
CP
1493
Cinque Partners
California
$587K – – –
ED
1494
Exane Derivatives
France
$583K +$127K +4,258 +28%
RAM
1495
Roanoke Asset Management
New Jersey
$582K – – –
TSWM
1496
Triangle Securities Wealth Management
North Carolina
$580K -$13.1K -440 -2%
BST
1497
Bath Savings Trust
Maine
$578K -$18.9K -634 -3%
FBC
1498
Fairfield, Bush & Co
Connecticut
$575K -$659K -22,081 -53%
CIC
1499
Chilton Investment Company
Connecticut
$572K – – –
AI
1500
Accredited Investors
Minnesota
$572K +$128K +4,297 +29%
58 59
60
61 62