PFE icon

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
1
Renaissance Technologies
New York
$230M
2
Capital International Investors
2
Capital International Investors
California
$505M
3
Citadel Advisors
3
Citadel Advisors
Florida
$208M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$622M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$236M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$821M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.95B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.81B
4
Franklin Resources
4
Franklin Resources
California
$2.51B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
1701
EFG Asset Management (Americas)
Florida
$59K +$59K +2,030 New
IWC
1702
Integrated Wealth Counsel
California
$55K – – –
ECM
1703
Exchange Capital Management
Michigan
$43K +$25.8K +887 +151%
GCT
1704
Galaxy Capital Trading
British Virgin Islands
$40K +$40K +1,370 New
TFMS
1705
Trust & Fiduciary Management Services
Massachusetts
$36K -$2.87K -99 -7%
NCM
1706
Nelson Capital Management
California
$35K – – –
EWM
1707
Edge Wealth Management
New York
$34K -$7.77M -264,968 -100%
AFS
1708
Aft Forsyth & Sober
Florida
$34K – – –
MIM
1709
Macroview Investment Management
Maryland
$34K +$3.25K +113 +11%
WA
1710
WealthTrust-Arizona
Arizona
$33K +$116 +4 +0.4%
BCI
1711
Brinker Capital Investments
Pennsylvania
$31K -$211K -7,322 -87%
CRCP
1712
Copper Rock Capital Partners
Massachusetts
$31K – – –
GXMC
1713
Global X Management Company
New York
$25K -$2.8M -98,149 -99%
PWAG
1714
Polaris Wealth Advisory Group
California
$23K – – –
LWM
1715
Lenox Wealth Management
Ohio
$23K +$23K +781 New
AFIA
1716
America First Investment Advisors
Nebraska
$21K – – –
WIC
1717
Willis Investment Counsel
Georgia
$17.1K +$506 +17,422 +3%
DIA
1718
Denver Investment Advisors
Colorado
$14.3K -$104 -3,580 -0.7%
FA
1719
Financial Advantage
Maryland
$13K – – –
ACM
1720
Antonetti Capital Management
Florida
$12K +$28 +1 +0.2%
ACH
1721
ArrowMark Colorado Holdings
Colorado
$11K +$11K +369 New
WCM
1722
Wealthcare Capital Management
Virginia
$10K +$84 +3 +0.8%
ST
1723
SpiderRock Trading
Illinois
$9K -$3K – –
UB
1724
UMB Bank
Missouri
$8.08K +$8 +289 +0.1%
SGAM
1725
Smith Group Asset Management
Texas
$8K -$4.62K -149 -37%
67 68
69
70 71