PFE icon

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 %
FWM
1576
Focused Wealth Management
New York
$433K -$45.8K -1,442 -10%
BMC
1577
Benin Management Corp
Connecticut
$433K – – –
NBC
1578
Neuberger Berman Canada
Ontario, Canada
$430K +$430K +13,531 New
HCM
1579
Highlander Capital Management
New Jersey
$428K -$86.2K -2,710 -17%
CCC
1580
Chelsea Counsel Company
California
$427K – – –
EIM
1581
Emerson Investment Management
Massachusetts
$426K -$108K -3,385 -20%
BWP
1582
BSW Wealth Partners
Colorado
$425K +$159K +5,010 +60%
LRPA
1583
L. Roy Papp & Associates
Arizona
$423K +$923 +29 +0.2%
MMPW
1584
Mitchell McLeod Pugh & Williams
Alabama
$421K +$4.46K +140 +1%
CC
1585
Capital Counsel
New York
$421K +$58.3K +1,834 +16%
RVPG
1586
Relative Value Partners Group
$419K +$419K +13,175 New
Koshinski Asset Management
1587
Koshinski Asset Management
Illinois
$418K +$4.67K +147 +1%
EWMCB
1588
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$417K +$417K +13,106 New
BWA
1589
Burt Wealth Advisors
Maryland
$414K -$29.2K -896 -7%
CAL
1590
Capital Advisors Ltd
Ohio
$412K +$32.5K +1,022 +9%
QAM
1591
Quantres Asset Management
Cayman Islands
$412K +$412K +12,964 New
SAM
1592
SignalPoint Asset Management
Missouri
$410K – – –
JWM
1593
Jacobus Wealth Management
Wisconsin
$409K – – –
Verition Fund Management
1594
Verition Fund Management
Connecticut
$407K +$407K +12,779 New
RA
1595
RFG Advisory
Alabama
$407K +$407K +12,797 New
CCWA
1596
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$406K -$9.98K -314 -2%
MFBTD
1597
MB Financial Bank - Trust Department
Illinois
$404K +$152K +4,782 +60%
SCM
1598
Stellar Capital Management
Arizona
$403K -$6.3K -198 -2%
TT
1599
Tiedemann Trust
Delaware
$403K +$10.1K +316 +3%
Rafferty Asset Management
1600
Rafferty Asset Management
New York
$402K -$3.76K -118 -0.9%
62 63
64
65 66