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Pfizer
PFE

Overview Fund Activity

1,858 hedge funds and large institutions have $138B invested in Pfizer in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 718 increasing their positions, 732 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+118
Holders Change %
+6.78%
% of All Funds
49.59%
Holding in Top 10
225
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+17.19%
% of All Funds
6%
New
199
Increased
718
Reduced
732
Closed
61
Calls
$1.79B
Puts
$1.61B
Net Calls
+$187M
Net Calls Change
-$346M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$466M
2
Fidelity International
Fidelity International
Bermuda
+$362M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$229M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$160M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$2.19B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$392M
3
Bank of America
Bank of America
North Carolina
-$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$294M
5
O
OppenheimerFunds
New York
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
1576
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$384K +$9.34K +316 +2%
NYLT
1577
New York Life Trust
New York
$383K -$1.24K -42 -0.3%
DWM
1578
Destination Wealth Management
California
$383K +$44.7K +1,513 +13%
JWM
1579
Jacobus Wealth Management
Wisconsin
$380K -$34.9K -1,181 -8%
SCM
1580
Stellar Capital Management
Arizona
$380K – – –
BRA
1581
Bender Robert & Associates
California
$379K +$21.5K +727 +6%
CRC
1582
Curi RMB Capital
Illinois
$378K -$53.1K -1,800 -12%
HH
1583
Hilltop Holdings
Texas
$377K +$28.1K +948 +8%
CW
1584
Cabot-Wellington
Massachusetts
$374K – – –
PFA
1585
Pure Financial Advisors
California
$374K +$37.1K +1,257 +11%
ST
1586
Sageworth Trust
Pennsylvania
$374K +$374K +12,653 New
CWM
1587
Cabot Wealth Management
Massachusetts
$371K +$106K +3,591 +40%
TT
1588
Tiedemann Trust
Delaware
$369K -$93.4K -3,162 -20%
MSTVIM
1589
Messner & Smith Theme Value Investment Management
California
$368K – – –
SAM
1590
SignalPoint Asset Management
Missouri
$367K +$65.8K +2,226 +22%
VFP
1591
Verus Financial Partners
Virginia
$366K +$444 +15 +0.1%
PFM
1592
Parsec Financial Management
North Carolina
$366K +$134K +4,523 +58%
UOC
1593
UBS O'Connor
Illinois
$365K +$365K +12,362 New
HCM
1594
Hengehold Capital Management
Ohio
$363K +$102K +3,452 +39%
ZTNA
1595
Zions Trust National Association
Utah
$362K +$48.2K +1,634 +15%
WCM
1596
Weik Capital Management
Pennsylvania
$361K – – –
ATIA
1597
American Trust Investment Advisors
New Hampshire
$359K +$359K +12,163 New
BWM
1598
Baystate Wealth Management
Massachusetts
$357K -$22.5K -761 -6%
LCP
1599
LGT Capital Partners
Switzerland
$357K +$357K +12,089 New
OMC
1600
Overbrook Management Corp
New York
$356K -$27.8K -940 -7%
62 63
64
65 66