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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
AIA
2851
Armor Investment Advisors
North Carolina
$260K -$17.3K -339 -6%
TPWM
2852
Twelve Points Wealth Management
Massachusetts
$260K -$11.9K -233 -4%
BMWM
2853
Brown Miller Wealth Management
Virginia
$260K -$4.23K -83 -2%
PCM
2854
Pennsylvania Capital Management
Pennsylvania
$259K +$15.3K +300 +6%
EVM
2855
Evelyn V. Moreno
$259K +$252K +4,938 New
HWM
2856
Horizon Wealth Management
Illinois
$258K -$25.3K -497 -9%
CSWM
2857
Cassady Schiller Wealth Management
Ohio
$258K +$10.3K +202 +4%
VWMG
2858
Virginia Wealth Management Group
Virginia
$257K -$25.5K -500 -9%
OCM
2859
Objective Capital Management
Ohio
$257K -$9.22K -181 -4%
PP
2860
Patron Partners
Texas
$257K -$713 -14 -0.3%
CPP
2861
Capasso Planning Partners
South Carolina
$257K +$5.61K +110 +2%
TWA
2862
TPB Wealth Advisors
Texas
$256K +$44.9K +882 +22%
JGGDR
2863
JGP Global Gestao de Recursos
Brazil
$255K +$248K +4,862 New
SHJ
2864
Sharkey, Howes & Javer
Colorado
$254K +$246K +4,836 New
CW
2865
Cabot-Wellington
Massachusetts
$253K -$187K -3,664 -43%
HCA
2866
Harbour Capital Advisors
Virginia
$253K
PA
2867
Perennial Advisors
New York
$253K
AA
2868
Auxano Advisors
Washington
$253K +$16.4K +321 +7%
HGWM
2869
Horst & Graben Wealth Management
Oregon
$252K +$1.94K +38 +0.8%
SA
2870
Syntax Advisors
New York
$252K +$12.5K +245 +5%
VCG
2871
Vantage Consulting Group
Virginia
$252K +$12.5K +245 +5%
HCM
2872
HMS Capital Management
Tennessee
$252K +$244K +4,797 New
FSC
2873
Full Sail Capital
Oklahoma
$251K -$5.1K -100 -2%
AA
2874
AlphaMark Advisors
Kentucky
$251K -$764 -15 -0.3%
CRWM
2875
Castle Rock Wealth Management
California
$251K +$510 +10 +0.2%

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.