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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 %
MCM
1676
McRae Capital Management
New Jersey
$299K – – –
AW
1677
Alpha Windward
Massachusetts
$298K +$17.2K +541 +6%
DMC
1678
Drexel Morgan & Co
Pennsylvania
$297K -$85.1K -2,674 -22%
IFS
1679
Ifrah Financial Services
Arkansas
$297K +$2.04K +64 +0.7%
PAA
1680
Peregrine Asset Advisers
Oregon
$294K -$3.02K -95 -1%
SRIM
1681
Saratoga Research & Investment Management
California
$294K – – –
WG
1682
Welch Group
Alabama
$293K +$3.56K +112 +1%
CIA
1683
CCM Investment Advisers
South Carolina
$292K -$6.7K -211 -2%
BIM
1684
Barton Investment Management
Pennsylvania
$292K – – –
GA
1685
Geller Advisors
New York
$290K – – –
AF
1686
Allworth Financial
California
$290K +$541 +17 +0.2%
CAI
1687
Capital Advisors Inc
Oklahoma
$286K +$67.2K +2,114 +31%
MWM
1688
Modera Wealth Management
New Jersey
$286K -$26.6K -837 -9%
CP
1689
Camelot Portfolios
Ohio
$286K -$25.7K -806 -8%
OA
1690
Outfitter Advisors
Virginia
$286K -$10.1K -316 -3%
EVM
1691
Evelyn V. Moreno
$286K +$17.2K +540 +6%
SIC
1692
SFE Investment Counsel
California
$286K +$286K +8,983 New
AAM
1693
Autus Asset Management
Arizona
$283K +$49.2K +1,550 +21%
CCMW
1694
Cypress Capital Management (Wyoming)
Wyoming
$281K – – –
GIA
1695
Granite Investment Advisors
New Hampshire
$280K – – –
SS
1696
Sunbelt Securities
Texas
$279K -$55.4K -1,742 -17%
HCA
1697
Harbour Capital Advisors
Virginia
$277K +$277K +8,699 New
TCM
1698
Tradewinds Capital Management
Washington
$276K -$35.6K -1,119 -11%
TCM
1699
Tufton Capital Management
Maryland
$275K -$248K -7,805 -47%
AWS
1700
Aris Wealth Services
Pennsylvania
$275K +$101K +3,167 +58%
66 67
68
69 70