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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 %
AssetMark Inc
1526
AssetMark Inc
California
$530K -$126K -4,227 -19%
CAG
1527
Crestwood Advisors Group
Massachusetts
$530K -$7.34K -246 -1%
HAG
1528
HighPoint Advisor Group
Illinois
$526K -$454K -15,231 -46%
NME
1529
Notis-McConarty Edward
$525K -$2.12K -71 -0.4%
PCM
1530
Prelude Capital Management
New York
$523K +$91.9K +3,083 +21%
MCM
1531
Marathon Capital Management
Maryland
$516K – – –
TBA
1532
Train Babcock Advisors
New York
$515K -$61.6K -2,066 -11%
BCB
1533
Brian C. Broderick
$514K -$47.1K -1,581 -8%
MCC
1534
Mid Continent Capital
Illinois
$509K -$101K -3,394 -17%
CNFG
1535
Creegan & Nassoura Financial Group
New Hampshire
$504K -$7.54K -253 -1%
MAM
1536
Mastrapasqua Asset Management
Tennessee
$503K +$23.4K +785 +5%
IIM
1537
Ironwood Investment Management
Massachusetts
$497K -$9.45K -317 -2%
WI
1538
Wedgewood Investors
Pennsylvania
$494K – – –
FIM
1539
Fruth Investment Management
Texas
$494K +$8.79K +295 +2%
BFG
1540
Beacon Financial Group
Texas
$492K -$137K -4,653 -22%
CA
1541
Cambridge Advisors
Nebraska
$491K -$16.9K -567 -3%
CCM
1542
Compass Capital Management
Minnesota
$491K – – –
WPW
1543
Waldron Private Wealth
Pennsylvania
$491K +$8.81K +296 +2%
CAM
1544
Chesapeake Asset Management
New York
$488K – – –
PSC
1545
Prentiss Smith & Co
Vermont
$488K – – –
DW
1546
Domani Wealth
Pennsylvania
$487K -$96.8K -3,246 -17%
PL
1547
Plancorp LLC
Missouri
$486K +$486K +16,320 New
KP
1548
Keel Point
Alabama
$483K -$315K -10,571 -39%
VNA
1549
Valley National Advisers
Pennsylvania
$483K -$8.5K -285 -2%
LRPA
1550
L. Roy Papp & Associates
Arizona
$483K +$86.8K +2,909 +22%
60 61
62
63 64