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Pfizer
PFE

Overview Fund Activity

1,876 hedge funds and large institutions have $140B invested in Pfizer in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 800 increasing their positions, 768 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
-8
Holders Change %
-0.42%
% of All Funds
52.43%
Holding in Top 10
267
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.48%
% of All Funds
7.46%
New
71
Increased
800
Reduced
768
Closed
64
Calls
$2.27B
Puts
$1.61B
Net Calls
+$667M
Net Calls Change
+$141M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.43B
2
WRF
2
Waddell & Reed Financial
Kansas
$484M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.5B
4
DCM
4
Discovery Capital Management
Connecticut
$303M
5
MC
5
Maverick Capital
Texas
$218M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
Franklin Resources
2
Franklin Resources
California
$2.35B
3
IC
3
Institutional Capital
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.14B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
1651
P.J. Schmidt Investment Management (PJS)
Wisconsin
$326K -$5.34K -179 -2%
LFG
1652
LifePlan Financial Group
Ohio
$326K – – –
NBC
1653
Neuberger Berman Canada
Ontario, Canada
$325K -$77.9K -2,616 -19%
BFM
1654
Boothbay Fund Management
New York
$324K +$324K +10,857 New
MWM
1655
Modera Wealth Management
New Jersey
$323K +$54.8K +1,838 +20%
NYLT
1656
New York Life Trust
New York
$319K -$31.8K -1,069 -9%
ZAM
1657
Zevin Asset Management
Massachusetts
$319K – – –
HCM
1658
Harvey Capital Management
Florida
$314K – – –
HIM
1659
Harbour Investment Management
Washington
$313K – – –
PFM
1660
Parsec Financial Management
North Carolina
$305K -$49.6K -1,665 -14%
ATIA
1661
American Trust Investment Advisors
New Hampshire
$305K -$31.4K -1,054 -9%
AIC
1662
Atlantic Investment Company
Georgia
$305K – – –
CBB
1663
Citizens Business Bank
California
$303K +$48.6K +1,631 +19%
ERIM
1664
Eagle Ridge Investment Management
Connecticut
$303K +$68.3K +2,291 +29%
HF
1665
Hoxton Financial
West Virginia
$302K – – –
FCFC
1666
First Commonwealth Financial Corp
Pennsylvania
$301K -$14.8K -498 -5%
SIC
1667
SFE Investment Counsel
California
$301K +$33.1K +1,111 +12%
BC
1668
Banced Corp
Illinois
$300K -$38.8K -1,302 -11%
HHAA
1669
Henry H. Armstrong Associates
Pennsylvania
$298K +$9.5K +319 +3%
FA
1670
FCG Advisors
New Jersey
$296K +$879 +42 +0.3%
FIM
1671
Freedom Investment Management
Connecticut
$295K -$732K -18,322 -71%
MCM
1672
McRae Capital Management
New Jersey
$295K +$14.6K +490 +5%
FAM
1673
Fenimore Asset Management
New York
$294K – – –
LCM
1674
Liberty Capital Management
Michigan
$294K +$8.64K +290 +3%
AAM
1675
Aureus Asset Management
Massachusetts
$293K -$47.4K -1,590 -14%
65 66
67
68 69