2,070 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 855 increasing their positions, 908 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,070
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.61%
Holding in Top 10
179
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.07%
% of All Funds
4.46%
New
114
Increased
855
Reduced
908
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BRC
2001
Bell Rock Capital
Delaware
$92K -$45.8K -1,410 -33%
FFW
2002
Fusion Family Wealth
New York
$89K -$25.4K -786 -22%
DSN
2003
D. Scott Neal
Kentucky
$89K
CIA
2004
Cascade Investment Advisors
Oregon
$84.5K +$6.82K +210 +9%
RAM
2005
Riggs Asset Management
Pennsylvania
$84K -$24.7K -762 -23%
HCC
2006
Hirtle Callaghan & Co
Pennsylvania
$82K
AIM
2007
Acrospire Investment Management
Illinois
$72K -$34.3K -1,054 -32%
VC
2008
Vestor Capital
Illinois
$72K
FPA
2009
Fieldpoint Private Advisors
New York
$68K -$3.32M -101,969 -98%
TJHA
2010
Thomas J. Herzfeld Advisors
Florida
$68K +$226 +7 +0.3%
LGWM
2011
Litman Gregory Wealth Management
California
$68K +$34K +1,054 +100%
ABA
2012
American Beacon Advisors
Texas
$65.5K +$65.5K +2,018 New
DPA
2013
Delphi Private Advisors
California
$65K -$30K -924 -32%
MWM
2014
MinichMacGregor Wealth Management
New York
$62K -$4.96K -153 -7%
LWM
2015
Lenox Wealth Management
Ohio
$55K -$31.5K -961 -36%
HS
2016
Horan Securities
United States
$53K +$53K +1,643 New
KAS
2017
Kemnay Advisory Services
New York
$51K
HIM
2018
Hillsdale Investment Management
Ontario, Canada
$50K -$306K -9,476 -86%
CFS
2019
Commonwealth Financial Services
West Virginia
$50K
IP
2020
Isthmus Partners
Wisconsin
$50K
WAP
2021
Wealthcare Advisory Partners
Pennsylvania
$48K
CFN
2022
Cordasco Financial Network
Florida
$46K +$686 +21 +2%
BC
2023
Barnett & Company
Tennessee
$43K -$32.9K -1,022 -43%
SHJ
2024
Sharkey, Howes & Javer
Colorado
$43K +$839 +26 +2%
LIM
2025
Lagoda Investment Management
New York
$42K