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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 %
TAM
1501
Trillium Asset Management
Massachusetts
$571K -$13.3K -448 -2%
LBC
1502
Lowe Brockenbrough & Co
Virginia
$571K -$7.87K -264 -1%
TIA
1503
Tiemann Investment Advisors
California
$570K +$53.5K +1,795 +10%
AIA
1504
AIMZ Investment Advisors
California
$566K +$60 +2 +0%
MFBTD
1505
MB Financial Bank - Trust Department
Illinois
$566K +$188K +6,300 +50%
KA
1506
Klingman & Associates
New York
$565K -$24.8K -834 -4%
HWA
1507
Heritage Wealth Advisors
Virginia
$563K +$17.7K +592 +3%
CCA
1508
Conestoga Capital Advisors
Pennsylvania
$560K – – –
PFA
1509
Pure Financial Advisors
California
$555K -$94.2K -3,161 -15%
PPCM
1510
Pillar Pacific Capital Management
California
$555K -$34.9K -1,171 -6%
BRM
1511
Boston Research & Management
Massachusetts
$553K +$7.86K +264 +1%
TNAM
1512
Terra Nova Asset Management
New York
$552K +$10.7K +359 +2%
TC
1513
Trust Company
Kansas
$550K -$126K -4,234 -19%
LBG
1514
Lloyds Banking Group
United Kingdom
$550K -$49K -1,645 -8%
EWM
1515
Elite Wealth Management
Washington
$550K +$550K +18,458 New
MAA
1516
Mraz Amerine & Associates
California
$548K -$95.5K -3,204 -15%
SAMC
1517
Shinko Asset Management Company
Japan
$543K -$22.7K -761 -4%
SAM
1518
Solaris Asset Management
New York
$543K -$3.93K -132 -0.7%
MA
1519
MCF Advisors
Kentucky
$542K -$338K -11,353 -38%
LWA
1520
Lenox Wealth Advisors
New York
$542K +$42.1K +1,412 +8%
I2I
1521
Insight 2811 Inc
Illinois
$540K -$864 -29 -0.2%
HCC
1522
Hirtle Callaghan & Co
Pennsylvania
$540K – – –
KIC
1523
Keating Investment Counselors
Florida
$537K – – –
PCM
1524
Perritt Capital Management
Illinois
$535K -$6.29K -211 -1%
HEIP
1525
Hudson Edge Investment Partners
New Jersey
$534K +$31.4K +1,054 +6%
59 60
61
62 63