We are live on ! Find out more

2,049 hedge funds and large institutions have $141B invested in Pfizer in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 814 increasing their positions, 911 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% less ownership

Funds ownership: 74.86%73.89% (-0.97%)

3% less capital invested

Capital invested by funds: $145B → $141B (-$4.15B)

3% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 86

1% less funds holding

Funds holding: 2,0742,049 (-25)

9% less funds holding in top 10

Funds holding in top 10: 180164 (-16)

11% less repeat investments, than reductions

Existing positions increased: 814 | Existing positions reduced: 911

12% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.24B

Holders
2,049
Holders Change
-25
Holders Change %
-1.21%
% of All Funds
51.08%
Holding in Top 10
164
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.89%
% of All Funds
4.09%
New
83
Increased
814
Reduced
911
Closed
86
Calls
$1.09B
Puts
$1.24B
Net Calls
-$144M
Net Calls Change
+$358M
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
1576
Sonata Capital Group
Washington
$688K -$3.78K -120 -0.6%
KLWA
1577
Kelly Lawrence W & Associates
California
$686K -$10K -317 -1%
LBC
1578
Lowe Brockenbrough & Co
Virginia
$686K -$8.52K -270 -1%
PHAM
1579
Palisades Hudson Asset Management
Florida
$680K
SWA
1580
Sutton Wealth Advisors
Florida
$676K
PAWC
1581
P.A.W. Capital
Connecticut
$672K
SAM
1582
Summit Asset Management
Tennessee
$671K +$1.48K +47 +0.2%
OIA
1583
OneDigital Investment Advisors
Kansas
$666K +$659K +20,882 New
LI
1584
Lafayette Investments
Maryland
$664K
DMIC
1585
Dixon Mitchell Investment Counsel
British Columbia, Canada
$662K -$63.8K -2,024 -9%
DBIA
1586
Dumont & Blake Investment Advisors
New Jersey
$662K +$6.18K +196 +1%
CCWA
1587
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$655K +$80K +2,537 +14%
FAM
1588
Foresters Asset Management
Ontario, Canada
$654K
SAM
1589
SignalPoint Asset Management
Missouri
$652K +$22.2K +703 +4%
AAM
1590
Augustine Asset Management
Florida
$652K +$47.9K +1,519 +8%
CAG
1591
Crestwood Advisors Group
Massachusetts
$652K +$189K +6,008 +41%
BCB
1592
Brian C. Broderick
$651K -$11.7K -370 -2%
MC
1593
Middleton & Co
Massachusetts
$651K
SMM
1594
Stadion Money Management
Georgia
$647K -$1.76M -55,738 -73%
AI
1595
ArchPoint Investors
Florida
$645K
WPW
1596
Waldron Private Wealth
Pennsylvania
$644K -$412K -13,053 -39%
WAM
1597
Winslow Asset Management
Ohio
$642K -$42.4K -1,344 -6%
AHB
1598
Abner Herrman & Brock
New Jersey
$640K +$19.2K +608 +3%
FP
1599
FDO Partners
Massachusetts
$639K +$393K +12,466 +164%
FCA
1600
Florence Capital Advisors
New York
$637K -$6.28K -199 -1%