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Pfizer
PFE

Overview Fund Activity

1,734 hedge funds and large institutions have $138B invested in Pfizer in 2013 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 590 increasing their positions, 752 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,734
Holders Change
+130
Holders Change %
+8.1%
% of All Funds
50.36%
Holding in Top 10
250
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.57%
% of All Funds
7.26%
New
209
Increased
590
Reduced
752
Closed
62
Calls
$1.28B
Puts
$1.23B
Net Calls
+$44.3M
Net Calls Change
-$16M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$230M
2
Capital International Investors
Capital International Investors
California
$505M
3
Citadel Advisors
Citadel Advisors
Florida
$208M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$622M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$236M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$821M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.95B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.81B
4
Franklin Resources
Franklin Resources
California
$2.51B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1576
Capital Wealth Planning
Florida
$303K -$513K -18,738 -63%
NFGCM
1577
Norman Fields Gottscho Capital Management
New York
$303K -$71K -2,443 -19%
CCC
1578
Chelsea Counsel Company
California
$303K -$24.1K -830 -7%
CTA
1579
Colonial Trust Advisors
South Carolina
$302K – – –
FIMG
1580
Financial & Investment Management Group
Michigan
$300K +$300K +10,328 New
HBT
1581
Hills Bank & Trust
Iowa
$297K -$4.59K -158 -2%
TWM
1582
Torch Wealth Management
Ohio
$294K +$294K +10,123 New
PWM
1583
Perigon Wealth Management
California
$294K +$294K +10,124 New
WPC
1584
White Pine Capital
Minnesota
$293K -$1.02K -35 -0.3%
BOS
1585
Bank of Stockton
California
$292K -$43.4K -1,493 -13%
IIM
1586
Ironwood Investment Management
Massachusetts
$292K – – –
TCM
1587
Telos Capital Management
California
$292K +$6.85K +236 +2%
PFM
1588
Parsec Financial Management
North Carolina
$292K +$58.3K +2,004 +25%
LCM
1589
Liberty Capital Management
Michigan
$291K – – –
SRIM
1590
Saratoga Research & Investment Management
California
$290K – – –
FNBSF
1591
First National Bank Sioux Falls
South Dakota
$289K – – –
OMC
1592
Overbrook Management Corp
New York
$287K -$128K -4,405 -31%
TC
1593
Telemus Capital
Michigan
$284K -$259K -8,907 -48%
FBA
1594
Front Barnett Associates
Illinois
$283K -$4.31K -148 -1%
B
1595
Bailard
California
$282K -$8.93K -307 -3%
WA
1596
WESPAC Advisors
California
$280K +$42.1K +1,447 +18%
NAM
1597
North American Management
Massachusetts
$279K -$23K -791 -8%
HHAA
1598
Henry H. Armstrong Associates
Pennsylvania
$279K – – –
AWP
1599
Ascent Wealth Partners
New York
$279K +$279K +9,617 New
GAM
1600
Garrison Asset Management
Arkansas
$270K +$15.7K +539 +6%
62 63
64
65 66