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3,158 hedge funds and large institutions have $201B invested in Pfizer in 2022 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 1,402 increasing their positions, 1,264 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding in top 10

Funds holding in top 10: 166252 (+86)

11% more repeat investments, than reductions

Existing positions increased: 1,402 | Existing positions reduced: 1,264

1.54% more ownership

Funds ownership: 67.24%68.78% (+1.5%)

7% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 122

3% more capital invested

Capital invested by funds: $196B → $201B (+$5.05B)

1% more call options, than puts

Call options by funds: $2.9B | Put options by funds: $2.89B

1% less funds holding

Funds holding: 3,1963,158 (-38)

Holders
3,158
Holders Change
-38
Holders Change %
-1.19%
% of All Funds
53.19%
Holding in Top 10
252
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+51.81%
% of All Funds
4.24%
New
130
Increased
1,402
Reduced
1,264
Closed
122
Calls
$2.9B
Puts
$2.89B
Net Calls
+$15.7M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
2501
Wealth Advisors of Iowa
Iowa
$456K +$443K +8,696 New
TLFA
2502
True Link Financial Advisors
California
$455K +$11.9K +233 +3%
PBO
2503
Peoples Bank (Ohio)
Ohio
$454K +$17.5K +344 +4%
CA
2504
Cortland Associates
Missouri
$454K +$43.7K +858 +11%
PJSIMP
2505
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K
WW
2506
Westshore Wealth
California
$453K +$51 +1 +0%
FA
2507
Fermata Advisors
California
$453K +$112K +2,192 +34%
MA
2508
Mezzasalma Advisors
New Jersey
$451K +$12.3K +242 +3%
WCA
2509
Westover Capital Advisors
Delaware
$450K
MA
2510
Maxele Advisors
Missouri
$448K
PGWM
2511
Parisi Gray Wealth Management
New Jersey
$448K +$2.4K +47 +0.6%
TDC
2512
Thompson Davis & Co
Virginia
$446K
PNAA
2513
Pictet North America Advisors
Switzerland
$444K
BWP
2514
Bernardo Wealth Planning
Pennsylvania
$443K -$2.14K -42 -0.5%
EIG
2515
Ellenbecker Investment Group
Wisconsin
$443K +$73.3K +1,439 +21%
FAM
2516
Flaharty Asset Management
Florida
$442K -$1.53K -30 -0.4%
NCM
2517
Next Capital Management
New York
$440K +$3.01K +59 +0.7%
TCM
2518
Tufton Capital Management
Maryland
$439K
EHWM
2519
Eads & Heald Wealth Management
Georgia
$438K -$17.3K -340 -4%
HCA
2520
Horan Capital Advisors
Ohio
$436K -$14.6K -286 -3%
SNB
2521
Security National Bank
Nebraska
$435K -$330K -6,472 -44%
RHP
2522
Royal Harbor Partners
Texas
$432K
PCG
2523
Private Capital Group
Connecticut
$431K -$459K -9,014 -52%
EIM
2524
Ervin Investment Management
Washington
$429K -$25.5K -500 -6%
LF
2525
LifeSteps Financial
California
$429K +$10.2K +201 +3%

PFE Hedge Fund Activity: Q2 2022 in Review

3,158 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2022, worth a combined $201B — up 2.6% from $196B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PFE positions and 122 closed out — a net gain of 8 holders — while 1,402 added to existing stakes and 1,264 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.54B. The largest seller was D.E. Shaw & Co, cutting an estimated $355M.

  • 3,158 institutional investors held Pfizer (PFE) as of Q2 2022, down from 3,196 in Q1 2022.
  • Funds reported $201B of Pfizer stock for Q2 2022, up 2.6% quarter-over-quarter.
  • 130 funds opened new Pfizer positions in Q2 2022 and 122 closed out, a net change of +8 holders.
  • The largest Pfizer buyer in Q2 2022 was Capital World Investors, an estimated $1.54B added.
  • The largest Pfizer seller in Q2 2022 was D.E. Shaw & Co, an estimated $355M sold.

Based on aggregated 13F filings for Q2 2022.