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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 %
Manulife (Manufacturers Life Insurance)
1601
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$269K -$32.1K -1,103,087 -11%
WCF
1602
West Coast Financial
California
$268K -$3.29K -113 -1%
MWM
1603
Modera Wealth Management
New Jersey
$268K +$33K +1,137 +14%
DWM
1604
Destination Wealth Management
California
$268K +$268K +9,209 New
Rafferty Asset Management
1605
Rafferty Asset Management
New York
$268K +$268K +9,231 New
CAM
1606
ClariVest Asset Management
California
$266K -$490K -16,834 -65%
PCMK
1607
Paragon Capital Management (Kansas)
Kansas
$264K -$51.4K -1,775 -16%
BCM
1608
Brookstone Capital Management
Illinois
$263K +$263K +9,044 New
AAM
1609
Autus Asset Management
Arizona
$258K -$12K -411 -4%
CCG
1610
Chatham Capital Group
Georgia
$257K – – –
CWM
1611
Cabot Wealth Management
Massachusetts
$255K -$12K -414 -5%
DDPIC
1612
Deroy & Devereaux Private Investment Counsel
Michigan
$253K -$22.9K -790 -8%
FIM
1613
Freedom Investment Management
Connecticut
$253K -$20.9K -722 -8%
LFG
1614
LifePlan Financial Group
Ohio
$251K +$52.1K +1,791 +26%
MDSL
1615
M.D. Sass LLC
New York
$251K +$251K +8,643 New
BWP
1616
BSW Wealth Partners
Colorado
$250K -$4.8K -165 -2%
LBC
1617
Lawrence B. Cohen
$250K -$4.58K -158 -2%
CWM
1618
Cranbrook Wealth Management
Michigan
$249K +$249K +8,563 New
TL
1619
Tirschwell & Loewy
New York
$248K – – –
GIP
1620
Greatmark Investment Partners
Georgia
$248K +$30.7K +1,054 +14%
LIM
1621
Longfellow Investment Management
Massachusetts
$247K – – –
CAL
1622
Capital Advisors Ltd
Ohio
$245K +$245K +8,431 New
CS
1623
Cannell & Spears
New York
$244K – – –
HIM
1624
Hillsdale Investment Management
Ontario, Canada
$242K +$27.6K +949 +13%
AF
1625
Allworth Financial
California
$241K -$15.1K -521 -6%
63 64
65
66 67