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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 %
DBIA
1551
Dumont & Blake Investment Advisors
New Jersey
$472K +$127 +4 +0%
RGC
1552
Roberts, Glore & Co
Illinois
$469K -$34.3K -1,080 -7%
CRC
1553
Curi RMB Capital
Illinois
$468K +$46.7K +1,466 +11%
CA
1554
Capital Advantage
California
$467K -$13.3K -417 -3%
VHAM
1555
Van Hulzen Asset Management
California
$464K -$1.1M -34,761 -70%
PCM
1556
Prelude Capital Management
New York
$460K -$5.22K -164 -1%
CCM
1557
Coldstream Capital Management
Washington
$458K +$458K +14,402 New
SAMC
1558
Spectrum Asset Management (California)
California
$457K -$10.1K -316 -2%
CISOA
1559
Capital Investment Services of America
Wisconsin
$455K – – –
AWA
1560
AmeriServ Wealth Advisors
Pennsylvania
$455K – – –
HIM
1561
Hanlon Investment Management
New Jersey
$454K – – –
SAMT
1562
Select Asset Management & Trust
Pennsylvania
$453K – – –
RC
1563
Reik & Co
New York
$452K – – –
FI
1564
FormulaFolio Investments
Michigan
$451K +$451K +14,172 New
FA
1565
FCG Advisors
New Jersey
$449K -$142K -4,446 -24%
DAS
1566
Dynamic Advisor Solutions
Arizona
$449K -$59.9K -1,882 -12%
FBA
1567
Front Barnett Associates
Illinois
$447K +$33.6K +1,054 +8%
RMA
1568
Roffman Miller Associates
Pennsylvania
$446K +$52.9K +1,662 +13%
CCM
1569
Carlson Capital Management
Minnesota
$445K -$30.2K -949 -6%
QSS
1570
Quantitative Systematic Strategies
Florida
$445K +$445K +13,989 New
BRA
1571
Bender Robert & Associates
California
$442K – – –
CP
1572
Coho Partners
Pennsylvania
$437K -$23.7K -746 -5%
AT
1573
Acadia Trust
Maine
$436K +$22.2K +698 +5%
CHA
1574
Cedar Hill Associates
Illinois
$435K -$22K -693 -5%
AWP
1575
Ascent Wealth Partners
New York
$435K +$1.37K +43 +0.3%
61 62
63
64 65