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Pfizer
PFE

Overview Fund Activity

1,987 hedge funds and large institutions have $152B invested in Pfizer in 2016 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 818 increasing their positions, 836 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+24
Holders Change %
+1.22%
% of All Funds
53.1%
Holding in Top 10
285
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+41.79%
% of All Funds
7.62%
New
125
Increased
818
Reduced
836
Closed
83
Calls
$2.54B
Puts
$2.54B
Net Calls
-$1.2M
Net Calls Change
+$286M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$788M
2
MC
Maverick Capital
Texas
+$359M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$228M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
5
EVM
Eaton Vance Management
Massachusetts
+$206M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.37B
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.46B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$943M
4
CM
Corvex Management
New York
-$520M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1726
Avity Investment Management
Connecticut
$366K +$366K +10,964 New
WA
1727
Wealth Architects
California
$365K -$43.6K -1,307 -11%
BCM
1728
Bienville Capital Management
New York
$365K +$365K +10,919 New
AIM
1729
Advantage Investment Management
Iowa
$364K +$66.5K +1,990 +22%
SAM
1730
Shikiar Asset Management
New York
$363K – – –
SRP
1731
Saddle Road Partners
Nebraska
$362K – – –
ATIA
1732
American Trust Investment Advisors
New Hampshire
$362K +$25.9K +775 +8%
CAM
1733
ClariVest Asset Management
California
$360K +$77.4K +2,321 +27%
CPIG
1734
Chicago Partners Investment Group
Illinois
$359K +$93.5K +2,797 +35%
WA1
1735
Wimmer Associates 1
California
$358K +$26.8K +801 +8%
KWMG
1736
King Wealth Management Group
Florida
$357K +$1.8K +54 +0.5%
CW
1737
Cobiz Wealth
Colorado
$356K -$170K -5,088 -32%
BCM
1738
Bluefin Capital Management
New York
$353K +$183K +5,479 +108%
HCM
1739
Harvey Capital Management
Florida
$352K – – –
BB
1740
Bell Bank
North Dakota
$351K -$21.4K -640 -6%
HCIA
1741
Hochman Cole Investment Advisors
Illinois
$351K – – –
FI
1742
FormulaFolio Investments
Michigan
$348K +$12.8K +383 +4%
CIC
1743
Chase Investment Counsel
Virginia
$348K +$14.9K +448 +4%
OAM
1744
Occidental Asset Management
California
$348K +$68.8K +2,059 +25%
HHGA
1745
Halbert Hargrove Global Advisors
California
$347K +$19.4K +582 +6%
KKAMG
1746
Kernodle & Katon Asset Management Group
Arkansas
$344K -$7.07K -212 -2%
HPWM
1747
Highland Private Wealth Management
Washington
$341K +$53.9K +1,613 +19%
WOC
1748
West Oak Capital
California
$340K – – –
VFP
1749
Verus Financial Partners
Virginia
$339K -$66.3K -1,986 -16%
NG
1750
Northstar Group
New York
$331K -$35.6K -1,067 -10%
68 69
70
71 72