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Pfizer
PFE

Overview Fund Activity

2,055 hedge funds and large institutions have $140B invested in Pfizer in 2016 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 867 increasing their positions, 797 reducing their positions, and 64 closing their positions.

Holders
2,055
Holders Change
+97
Holders Change %
+4.95%
% of All Funds
51.45%
Holding in Top 10
172
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-26.5%
% of All Funds
4.31%
New
193
Increased
867
Reduced
797
Closed
64
Calls
$2.07B
Puts
$2.49B
Net Calls
-$424M
Net Calls Change
-$342M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$735M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$385M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$649M
4
State Street
4
State Street
Massachusetts
$10.4B
5
Asset Management One
5
Asset Management One
Japan
$349M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$953M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.63B
3
MTB
3
Mizuho Trust & Banking
Japan
$0
4
American Century Companies
4
American Century Companies
Missouri
$664M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.35B
Name Market Value Shares Shares
Change 		Shares
Change %
DSN
2001
D. Scott Neal
Kentucky
$85K 2,608 – –
LWM
2002
Lenox Wealth Management
Ohio
$81K 2,506 +1,212 +94%
HCC
2003
Hirtle Callaghan & Co
Pennsylvania
$78K 2,378 -53,699 -96%
AA
2004
AlphaMark Advisors
Kentucky
$76K 2,350 +150 +7%
CIA
2005
Cascade Investment Advisors
Oregon
$73.7K 2,269 +2,269 New
BC
2006
Barnett & Company
Tennessee
$73K 2,235 – –
QAM
2007
QCI Asset Management
New York
$70K 2,160 -10 -0.5%
VC
2008
Vestor Capital
Illinois
$68K 2,100 -90 -4%
RFWA
2009
RPg Family Wealth Advisory
Massachusetts
$66.7K 2,055 -200 -9%
CI
2010
Cowen Inc
New York
$65K 2,000 -19,500 -91%
TJHA
2011
Thomas J. Herzfeld Advisors
Florida
$65K 1,992 +7 +0.4%
MWM
2012
MinichMacGregor Wealth Management
New York
$63K 1,961 -763 -28%
GS
2013
GAM Systematic
United Kingdom
$62K 1,900 -51,268 -96%
LWA
2014
Lenox Wealth Advisors
New York
$58K 1,787 -15,035 -89%
KAS
2015
Kemnay Advisory Services
New York
$49K 1,500 – –
IP
2016
Isthmus Partners
Wisconsin
$48K 1,469 – –
CFS
2017
Commonwealth Financial Services
West Virginia
$46K 1,460 -545 -27%
WAP
2018
Wealthcare Advisory Partners
Pennsylvania
$46K 1,412 – –
CFN
2019
Cordasco Financial Network
Florida
$43K 1,316 +25 +2%
LIM
2020
Lagoda Investment Management
New York
$40K 1,226 -251 -17%
SHJ
2021
Sharkey, Howes & Javer
Colorado
$40K 1,239 – –
CPP
2022
Crow Point Partners
Massachusetts
$33K 1,029 -1,403 -58%
LGWM
2023
Litman Gregory Wealth Management
California
$32K 1,000 – –
BIMC
2024
Benson Investment Management Company
Virginia
$32K 1,000 +1,000 New
FAN
2025
Financial Advisors Network
California
$31.5K 1,002 +1,002 New
79 80
81
82 83