PFE icon

Pfizer
PFE

Overview Fund Activity

1,858 hedge funds and large institutions have $138B invested in Pfizer in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 718 increasing their positions, 732 reducing their positions, and 61 closing their positions.

Holders
1,858
Holders Change
+118
Holders Change %
+6.78%
% of All Funds
49.59%
Holding in Top 10
225
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+17.19%
% of All Funds
6%
New
199
Increased
718
Reduced
732
Closed
61
Calls
$1.79B
Puts
$1.61B
Net Calls
+$187M
Net Calls Change
-$346M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.5B
2
Fidelity International
2
Fidelity International
Bermuda
$415M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.7B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.74B
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$164M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.09B
3
Bank of America
3
Bank of America
North Carolina
$1.35B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.28B
5
O
5
OppenheimerFunds
New York
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1701
BSW Wealth Partners
Colorado
$247K +$118 +4 +0%
WCM
1702
Wallace Capital Management
Texas
$247K +$15.9K +540 +7%
TL
1703
Tirschwell & Loewy
New York
$246K – – –
MWM
1704
Modera Wealth Management
New Jersey
$245K -$27.9K -943 -10%
WCM
1705
Weatherstone Capital Management
Colorado
$245K – – –
AIM
1706
Advantage Investment Management
Iowa
$245K +$245K +8,283 New
OAM
1707
Occidental Asset Management
California
$243K -$249K -8,569 -51%
RIM
1708
Regent Investment Management
Kentucky
$243K – – –
KL
1709
Kinsight LLC
Alabama
$243K +$8.56K +290 +4%
PWAP
1710
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$243K +$243K +8,211 New
WRM
1711
Weybosset Research & Management
Rhode Island
$241K – – –
Rafferty Asset Management
1712
Rafferty Asset Management
New York
$240K -$195K -6,580 -45%
CIC
1713
Cutler Investment Counsel
Oregon
$240K – – –
AWM
1714
AllSquare Wealth Management
New York
$237K +$237K +8,013 New
CCM
1715
Copeland Capital Management
Pennsylvania
$236K -$80.5K -2,719 -25%
AAM
1716
Autus Asset Management
Arizona
$235K -$39.7K -1,343 -14%
LC
1717
Lincoln Capital
Nebraska
$234K +$234K +7,904 New
WCM
1718
Windsor Capital Management
Arizona
$234K +$234K +7,922 New
FWCM
1719
First Western Capital Management
California
$231K -$130K -4,414 -36%
PAA
1720
Peregrine Asset Advisers
Oregon
$231K +$858 +29 +0.4%
ACM
1721
Alpha Capital Management
Texas
$230K +$13.6K +458 +6%
ACM
1722
Ashford Capital Management
Delaware
$229K – – –
VNA
1723
VNBTrust National Association
Virginia
$226K -$83.2K -2,813 -27%
NA
1724
NSB Advisors
New York
$225K – – –
FC
1725
Financial Consulate
Maryland
$224K +$224K +7,573 New
67 68
69
70 71