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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 %
EIP
1801
Epoch Investment Partners
New York
$449K -$24.4K -710,294 -5%
NWM
1802
Northwest Wealth Management
Iowa
$446K -$38.6K -1,121 -8%
TCM
1803
Telos Capital Management
California
$445K +$163K +4,725 +58%
CC
1804
Cedar Capital
Illinois
$444K +$56.1K +1,629 +14%
GWI
1805
Grace & White Inc
New York
$435K – – –
WIM
1806
Wittenberg Investment Management
Massachusetts
$435K – – –
CA
1807
Calton & Associates
Florida
$433K -$453K -11,529 -51%
BWP
1808
BSW Wealth Partners
Colorado
$432K +$8.03K +233 +2%
TC
1809
TradeLink Capital
Illinois
$432K +$432K +12,543 New
AWA
1810
AmeriServ Wealth Advisors
Pennsylvania
$430K +$29.3K +850 +7%
HBWM
1811
Hollow Brook Wealth Management
New York
$426K – – –
LFG
1812
LifePlan Financial Group
Ohio
$425K -$10.9K -316 -2%
CCM
1813
Chickasaw Capital Management
Tennessee
$424K +$182K +5,270 +75%
TL
1814
TrueWealth LLC
Georgia
$421K +$29K +842 +7%
SWA
1815
SFMG Wealth Advisors
Texas
$420K +$68.1K +1,977 +19%
TC
1816
Trust Company
Kansas
$419K +$6.92K +201 +2%
KP
1817
Keel Point
Alabama
$417K +$3.75K +109 +0.9%
BWM
1818
BigSur Wealth Management
Florida
$416K -$40.1K -1,165 -9%
LCM
1819
Liberty Capital Management
Michigan
$416K – – –
LC
1820
Lincoln Capital
Nebraska
$415K -$14K -396 -3%
AWM
1821
AllSquare Wealth Management
New York
$415K +$25.7K +747 +7%
DLCIG
1822
D.L. Carlson Investment Group
New Hampshire
$413K +$2.03K +59 +0.5%
FAM
1823
Fenimore Asset Management
New York
$412K -$13.2K -383 -3%
KJWM
1824
Kiley Juergens Wealth Management
Washington
$412K +$17.5K +510 +4%
NCM
1825
Northside Capital Management
Oregon
$410K -$78.2K -2,269 -16%
71 72
73
74 75