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Pfizer
PFE

Overview Fund Activity

2,055 hedge funds and large institutions have $140B invested in Pfizer in 2016 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 867 increasing their positions, 797 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+97
Holders Change %
+4.95%
% of All Funds
51.45%
Holding in Top 10
172
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-26.5%
% of All Funds
4.31%
New
193
Increased
867
Reduced
797
Closed
64
Calls
$2.07B
Puts
$2.49B
Net Calls
-$424M
Net Calls Change
-$342M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$735M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$649M
3
State Street
State Street
Massachusetts
$10.4B
4
Asset Management One
Asset Management One
Japan
$349M
5
Vanguard Group
Vanguard Group
Pennsylvania
$13.1B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$953M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.63B
3
MTB
Mizuho Trust & Banking
Japan
$0
4
American Century Companies
American Century Companies
Missouri
$664M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
1626
Round Table Services
New Jersey
$563K +$248K +8,059 +79%
SH
1627
Svenska Handelsbanken
Sweden
$563K +$563K +18,265 New
CCM
1628
Cribstone Capital Management
Maine
$561K -$11.2K -372 -2%
MWM
1629
Mascoma Wealth Management
New Hampshire
$560K +$560K +18,160 New
CA
1630
Cambridge Advisors
Nebraska
$557K +$74.6K +2,420 +15%
AFP
1631
Ausdal Financial Partners
Iowa
$555K +$129K +4,198 +30%
GRP
1632
Global Retirement Partners
California
$555K +$555K +18,012 New
AWA
1633
AmeriServ Wealth Advisors
Pennsylvania
$551K -$3.27K -106 -0.6%
SOAMC
1634
Spirit of America Management Corp
New York
$549K – – –
CP
1635
Camelot Portfolios
Ohio
$548K -$72.2K -2,343 -12%
SAMC
1636
Spectrum Asset Management (California)
California
$543K +$101K +3,267 +23%
PCM
1637
Perritt Capital Management
Illinois
$539K -$25.5K -828 -5%
PJSIMP
1638
P.J. Schmidt Investment Management (PJS)
Wisconsin
$538K – – –
IWC
1639
Integrated Wealth Counsel
California
$537K – – –
AHB
1640
Abner Herrman & Brock
New Jersey
$536K -$13.3M -417,738 -96%
MA
1641
MCF Advisors
Kentucky
$536K -$7.95K -258 -1%
TIA
1642
Tiemann Investment Advisors
California
$534K -$61.7K -2,002 -10%
USGIU
1643
U.S. Global Investors (USGI)
Texas
$529K +$529K +17,180 New
MTC
1644
McDaniel Terry & Co
Texas
$528K – – –
PAG
1645
Pinnacle Advisory Group
Maryland
$526K +$229K +7,425 +77%
KPF
1646
K2 Principal Fund
Ontario, Canada
$526K +$526K +17,075 New
PAS
1647
Partnervest Advisory Services
California
$525K -$6.41K -208 -1%
KF
1648
Krilogy Financial
Missouri
$525K +$136K +4,414 +35%
RWA
1649
River Wealth Advisors
Pennsylvania
$522K +$8.32K +270 +2%
MHS
1650
M Holdings Securities
Oregon
$520K -$124K -4,013 -19%
64 65
66
67 68