We are live on ! Find out more

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
SG
2676
Somerset Group
Minnesota
$343K
MGAM
2677
McGowan Group Asset Management
Texas
$343K +$3.06K +60 +0.9%
AFT
2678
Alpha Family Trust
California
$343K +$334K +6,550 New
RIM
2679
Rockbridge Investment Management
New York
$343K -$139K -2,725 -29%
SFS
2680
Security Financial Services
Indiana
$341K -$5.1K -100 -2%
CM
2681
Castleark Management
Illinois
$341K
CAM
2682
Claret Asset Management
Quebec, Canada
$339K -$3.72K -73 -1%
MS
2683
Madden Securities
Texas
$338K -$17.7K -347 -5%
LWP
2684
Lumature Wealth Partners
Georgia
$338K +$14.9K +292 +5%
AIP
2685
Ahrens Investment Partners
Louisiana
$337K -$24.2K -474 -7%
AFAS
2686
Acorn Financial Advisory Services
Virginia
$337K +$2.5K +49 +0.8%
FA
2687
Financial Avengers
California
$336K +$2.5K +49 +0.8%
IAG
2688
Investment Advisory Group
Massachusetts
$336K +$16K +314 +5%
AC
2689
Annandale Capital
Texas
$336K +$49.2K +965 +18%
PIFP
2690
Partners in Financial Planning
Virginia
$335K
AWM
2691
Aspire Wealth Management
Massachusetts
$335K -$4.94K -97 -1%
SNBOSD
2692
Security National Bank of So Dak
Iowa
$335K -$764 -15 -0.2%
RCM
2693
RB Capital Management
Nevada
$335K +$48.2K +945 +17%
FP
2694
Fiduciary Planning
Florida
$334K -$2.65K -52 -0.8%
OPWM
2695
Oxinas Partners Wealth Management
Indiana
$334K +$1.68K +33 +0.5%
PWA
2696
Pillar Wealth Advisors
Pennsylvania
$333K
RBCM
2697
Raub Brock Capital Management
California
$333K
BWM
2698
BCGM Wealth Management
Indiana
$333K +$27.6K +542 +9%
WC
2699
Weil Company
California
$332K
SAM
2700
Smithbridge Asset Management
Pennsylvania
$332K +$323K +6,337 New

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.