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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 %
ANTB
1751
AMG National Trust Bank
Colorado
$223K -$1.97K -66 -0.9%
PCMK
1752
Paragon Capital Management (Kansas)
Kansas
$222K +$6.81K +229 +3%
SIP
1753
Stoneridge Investment Partners
Pennsylvania
$221K – – –
AIM
1754
Acropolis Investment Management
Missouri
$220K -$4.05K -136 -2%
RWM
1755
Rench Wealth Management
Texas
$220K -$3.88K -130 -2%
MCTIC
1756
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$220K +$1.25K +42 +0.6%
JFA
1757
JNBA Financial Advisors
Minnesota
$219K – – –
TL
1758
Tirschwell & Loewy
New York
$218K +$218K +7,323 New
AIM
1759
Advantage Investment Management
Iowa
$216K -$15.7K -526 -7%
WAM
1760
Wolverine Asset Management
Illinois
$215K -$1.09M -36,785 -84%
LRIC
1761
Long Road Investment Counsel
Michigan
$213K – – –
CCM
1762
Chickasaw Capital Management
Tennessee
$210K – – –
GAM
1763
Gemmer Asset Management
California
$210K +$13.2K +444 +7%
CAW
1764
Cornerstone Advisors (Washington)
Washington
$209K +$20.2K +677 +11%
PIA
1765
Peachtree Investment Advisors
Georgia
$206K -$19.4K -651 -9%
ACM
1766
Alpha Capital Management
Texas
$205K -$96.6K -3,241 -32%
SGK
1767
Steigerwald Gordon & Koch
Virginia
$205K – – –
CM
1768
Castleark Management
Illinois
$204K – – –
USGIU
1769
U.S. Global Investors (USGI)
Texas
$204K – – –
DVM
1770
Dreman Value Management
Florida
$202K -$579K -19,481 -74%
SRAM
1771
Stone Ridge Asset Management
New York
$201K – – –
TCM
1772
Tradewinds Capital Management
Washington
$200K -$57.9K -1,947 -22%
BWA
1773
Burt Wealth Advisors
Maryland
$193K -$6.63K -422 -3%
AA
1774
ALPS Advisors
Colorado
$192K -$38.4K -128,695 -17%
KF
1775
Krilogy Financial
Missouri
$170K +$170K +5,710 New
69 70
71
72 73