2,045 hedge funds and large institutions have $140B invested in Pfizer in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 813 increasing their positions, 909 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
-25
Holders Change %
-1.21%
% of All Funds
51.06%
Holding in Top 10
162
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.5%
% of All Funds
4.04%
New
83
Increased
813
Reduced
909
Closed
86
Calls
$1.09B
Puts
$1.24B
Net Calls
-$144M
Net Calls Change
+$358M
Name Holding Trade Value Shares
Change
Shares
Change %
EMG
2001
ETF Managers Group
New Jersey
$48K +$48K +1,501 New
CFN
2002
Cordasco Financial Network
Florida
$43K -$1.49K -47 -3%
SHJ
2003
Sharkey, Howes & Javer
Colorado
$42K -$836 -26 -2%
VC
2004
Vestor Capital
Illinois
$41K -$29.4K -925 -42%
LIM
2005
Lagoda Investment Management
New York
$41K
LWM
2006
Lenox Wealth Management
Ohio
$38K -$15.6K -488 -29%
WAM
2007
Watermark Asset Management
California
$38K +$352 +11 +0.9%
GWA
2008
Guidant Wealth Advisors
Illinois
$38K +$21.4K +677 +128%
LGWM
2009
Litman Gregory Wealth Management
California
$34K -$34K -1,054 -50%
BIMC
2010
Benson Investment Management Company
Virginia
$34K
TJHA
2011
Thomas J. Herzfeld Advisors
Florida
$33K -$34.1K -1,071 -51%
OFS
2012
Orrstown Financial Services
Pennsylvania
$31K -$78.8K -2,477 -72%
CFD
2013
Creative Financial Designs
Indiana
$30K -$2.93K -92 -9%
GI
2014
GS Investments
Minnesota
$27.5K +$27.5K +862 New
MAM
2015
Magellan Asset Management
Australia
$27K
LWA
2016
Lenox Wealth Advisors
New York
$27K +$255 +8 +1%
IF
2017
Ironwood Financial
Arizona
$25K
RIA
2018
RPG Investment Advisory
California
$23K +$23K +718 New
WCM
2019
Wealthcare Capital Management
Virginia
$22K -$944 -30 -4%
CWM
2020
Cedar Wealth Management
California
$22K
BCI
2021
Brinker Capital Investments
Pennsylvania
$17K -$8.69K -272 -34%
FMA
2022
FNY Managed Accounts
New York
$15K -$1.1K -35 -7%
LBG
2023
Lloyds Banking Group
United Kingdom
$14K
LWA
2024
Lowe Wealth Advisors
Maryland
$13K -$4.19K -130 -24%
CFG
2025
CKW Financial Group
Hawaii
$13K