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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 %
CW
1601
Cabot-Wellington
Massachusetts
$402K – – –
B
1602
Bailard
California
$401K -$104K -3,274 -21%
RWA
1603
River Wealth Advisors
Pennsylvania
$401K +$12K +377 +3%
BCM
1604
Blume Capital Management
California
$400K -$35.9K -1,130 -8%
ACA
1605
Anchor Capital Advisors
Massachusetts
$400K – – –
CWM
1606
Cabot Wealth Management
Massachusetts
$400K +$64 +2 +0%
TCM
1607
Telos Capital Management
California
$399K +$136K +4,269 +52%
TCM
1608
Texan Capital Management
Texas
$398K +$14.9K +468 +4%
MSTVIM
1609
Messner & Smith Theme Value Investment Management
California
$396K – – –
WA
1610
Wealth Architects
California
$395K +$78.8K +2,477 +25%
FIB
1611
First Interstate Bank
Montana
$393K +$21.8K +685 +6%
GIP
1612
Granite Investment Partners
California
$393K +$79.8K +2,509 +25%
BOS
1613
Bingham Osborn & Scarborough
California
$391K +$74.5K +2,342 +24%
HMS
1614
Hanseatic Management Services
New Mexico
$390K -$134K -4,201 -26%
WCM
1615
Weik Capital Management
Pennsylvania
$389K – – –
NPF
1616
Norris Perne & French
Michigan
$389K – – –
HBT
1617
Hills Bank & Trust
Iowa
$388K -$20.7K -650 -5%
VFP
1618
Verus Financial Partners
Virginia
$381K -$2.96K -93 -0.8%
PFM
1619
Parsec Financial Management
North Carolina
$379K -$6.68K -210 -2%
SWK
1620
Stephen W. Kidder
$376K – – –
NYLT
1621
New York Life Trust
New York
$375K -$21.3K -669 -5%
SKK
1622
Shepherd Kaplan Krochuk
Massachusetts
$375K – – –
CWA
1623
Constellation Wealth Advisors
New York
$373K – – –
HCM
1624
Hengehold Capital Management
Ohio
$371K -$19.8K -623 -5%
EAMA
1625
EFG Asset Management (Americas)
Florida
$369K +$369K +11,189 New
63 64
65
66 67