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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
KOMWMG
2601
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$384K +$127K +2,498 +52%
LAS
2602
Lloyd Advisory Services
Georgia
$384K +$154K +3,030 +71%
CCM
2603
Crew Capital Management
Ohio
$383K
SAM
2604
Seelaus Asset Management
New Jersey
$383K +$3.92K +77 +1%
CWA
2605
CJM Wealth Advisers
Virginia
$382K +$4.48K +88 +1%
CFAM
2606
Coury Firm Asset Management
Pennsylvania
$382K -$14.2K -279 -4%
FPWM
2607
FSB Premier Wealth Management
Iowa
$382K +$8.2K +161 +2%
MHR
2608
Matthew Hamilton Rosenberg
$382K +$47.1K +924 +14%
CANC
2609
Culbertson A N & Co
Virginia
$381K
NWM
2610
Northwest Wealth Management
Iowa
$381K +$158K +3,099 +74%
OFG
2611
Oxford Financial Group
Indiana
$381K +$370K +7,260 New
IWN
2612
Independent Wealth Network
Iowa
$380K -$31.4K -617 -8%
SWM
2613
Sugarloaf Wealth Management
Georgia
$380K -$2.7K -53 -0.7%
TFA
2614
Triad Financial Advisors
North Carolina
$379K -$21.3K -417 -5%
AWM
2615
Aprio Wealth Management
Georgia
$379K +$11.3K +222 +3%
SHGA
2616
Sand Hill Global Advisors
California
$378K -$33K -648 -8%
TCM
2617
Towercrest Capital Management
Pennsylvania
$378K
BFS
2618
Beacon Financial Strategies
North Carolina
$378K
FCT
2619
Family Capital Trust
Massachusetts
$377K
BCB
2620
Brian C. Broderick
$376K
KWM
2621
Keebeck Wealth Management
Illinois
$375K +$60.2K +1,182 +20%
CWM
2622
Cordatus Wealth Management
Pennsylvania
$374K +$54.9K +1,078 +18%
CA
2623
CGN Advisors
Kansas
$373K +$2.8K +55 +0.8%
SNBOSCI
2624
Security National Bank of Sioux City Iowa
Iowa
$372K -$20.4K -400 -5%
I
2625
IMPACTfolio
Colorado
$371K

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.