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Pfizer
PFE

Overview Fund Activity

2,200 hedge funds and large institutions have $152B invested in Pfizer in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 819 increasing their positions, 1,047 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,200
Holders Change
-25
Holders Change %
-1.12%
% of All Funds
50.44%
Holding in Top 10
176
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.22%
% of All Funds
4.03%
New
80
Increased
819
Reduced
1,047
Closed
83
Calls
$911M
Puts
$961M
Net Calls
-$49.8M
Net Calls Change
-$50.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$758M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$349M
3
CSIA
Charles Schwab Investment Advisory
California
+$286M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$260M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$256M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$337M
2
EVM
Eaton Vance Management
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$263M
4
Deutsche Bank
Deutsche Bank
Germany
-$213M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1776
Meridian Wealth Management
Kentucky
$475K +$16K +465 +3%
HCIA
1777
Hochman Cole Investment Advisors
Illinois
$474K +$112K +3,250 +31%
AF
1778
Allworth Financial
California
$473K -$6.3K -183 -1%
BWA
1779
Burt Wealth Advisors
Maryland
$473K +$310 +9 +0.1%
MWVC
1780
Morgens Waterfall Vintiadis & Co
New York
$472K – – –
IWP
1781
Icon Wealth Partners
Texas
$469K -$76.1K -2,211 -14%
MWM
1782
Merriman Wealth Management
Washington
$468K +$16.8K +487 +4%
BRA
1783
Bender Robert & Associates
California
$466K +$3.65K +106 +0.8%
TAM
1784
Trillium Asset Management
Massachusetts
$464K -$6.3K -183 -1%
WRM
1785
Weybosset Research & Management
Rhode Island
$464K -$1.82K -53 -0.4%
CCWA
1786
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$463K -$219K -6,374 -32%
CPIA
1787
Cornell Pochily Investment Advisors
New York
$462K -$187K -5,448 -29%
TFS
1788
TrustCore Financial Services
Tennessee
$462K +$16.8K +489 +4%
AIM
1789
Avity Investment Management
Connecticut
$461K – – –
MWM
1790
Mascoma Wealth Management
New Hampshire
$460K +$29.8K +865 +7%
BCM
1791
Breiter Capital Management
Florida
$456K -$34 -1 -0%
MLFP
1792
MPS Loria Financial Planners
Illinois
$456K +$2.55K +74 +0.6%
BMCM
1793
Bryn Mawr Capital Management
Pennsylvania
$456K +$6.48K +188 +1%
CAM
1794
Congress Asset Management
Massachusetts
$455K -$55.1K -1,600 -11%
KLI
1795
Kelman-Lazarov Inc
Tennessee
$455K – – –
WI
1796
Wedgewood Investors
Pennsylvania
$454K -$45.6K -1,327 -9%
GFP
1797
Gryphon Financial Partners
Ohio
$454K -$6.64K -193 -1%
MA
1798
MCF Advisors
Kentucky
$454K +$861 +25 +0.2%
PJSIMP
1799
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K -$72.6K -2,108 -14%
WPC
1800
White Pine Capital
Minnesota
$453K -$4.54K -132 -1%
70 71
72
73 74