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3,196 hedge funds and large institutions have $196B invested in Pfizer in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,379 increasing their positions, 1,343 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 1,379 | Existing positions reduced: 1,343

0.14% less ownership

Funds ownership: 67.38%67.24% (-0.14%)

2% less call options, than puts

Call options by funds: $3.18B | Put options by funds: $3.23B

2% less funds holding

Funds holding: 3,2633,196 (-67)

12% less capital invested

Capital invested by funds: $222B → $196B (-$25.8B)

14% less first-time investments, than exits

New positions opened: 157 | Existing positions closed: 183

34% less funds holding in top 10

Funds holding in top 10: 250166 (-84)

Holders
3,196
Holders Change
-67
Holders Change %
-2.05%
% of All Funds
50.4%
Holding in Top 10
166
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-33.6%
% of All Funds
2.62%
New
157
Increased
1,379
Reduced
1,343
Closed
183
Calls
$3.18B
Puts
$3.23B
Net Calls
-$53.7M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
3001
Alesco Advisors
New York
$209K -$10.6K -204 -5%
BPFA
3002
Barnes Pettey Financial Advisors
Mississippi
$209K
KIM
3003
Karpus Investment Management
New York
$209K
OFA
3004
Oak Family Advisors
Illinois
$208K -$89.5K -1,725 -30%
SIAG
3005
Safeguard Investment Advisory Group
California
$208K -$24.2K -467 -10%
TWA
3006
TPB Wealth Advisors
Texas
$208K
TFF
3007
The Family Firm
Maryland
$208K +$6.75K +130 +3%
SFS
3008
Summit Financial Strategies
Ohio
$207K -$12.7K -245 -6%
CPWMP
3009
Cardinal Point Wealth Management Partners
California
$207K
HAM
3010
Hedges Asset Management
Nevada
$207K
KCA
3011
Karn Couzens & Associates
Connecticut
$207K
TA
3012
Teramo Advisors
Florida
$207K
ES
3013
ETF Store
Kansas
$207K +$1.04K +20 +0.5%
RW
3014
RVW Wealth
California
$206K +$23.7K +457 +13%
RCG
3015
Rock Creek Group
District of Columbia
$204K -$149K -2,863 -42%
GWAG
3016
Garrett Wealth Advisory Group
Texas
$204K -$5.08K -98 -2%
FWM
3017
FSA Wealth Management
Massachusetts
$204K
TF
3018
TRH Financial
Iowa
$204K +$1.14K +22 +0.6%
NCM
3019
Nelson Capital Management
California
$204K +$18K +346 +10%
SDWIA
3020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$204K +$204K +3,933 New
TIA
3021
Trust Investment Advisors
Indiana
$203K -$145K -2,800 -42%
NEWAS
3022
N.E.W. Advisory Services
Wisconsin
$203K -$8.77K -169 -3%
MTC
3023
McDaniel Terry & Co
Texas
$203K
CWC
3024
Carolinas Wealth Consulting
North Carolina
$203K +$986 +19 +0.5%
TIM
3025
Tortoise Investment Management
New York
$203K +$4.15K +80 +2%

PFE Hedge Fund Activity: Q1 2022 in Review

3,196 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2022, worth a combined $196B — down 12% from $222B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of PFE and 157 opened new positions — a net loss of 26 holders — while 1,343 trimmed existing stakes and 1,379 added.

The largest buyer was Capital International Investors, adding an estimated $1.94B. The largest seller was Franklin Resources, cutting an estimated $923M.

  • 3,196 institutional investors held Pfizer (PFE) as of Q1 2022, down from 3,263 in Q4 2021.
  • Funds reported $196B of Pfizer stock for Q1 2022, down 12% quarter-over-quarter.
  • 157 funds opened new Pfizer positions in Q1 2022 and 183 closed out, a net change of -26 holders.
  • The largest Pfizer buyer in Q1 2022 was Capital International Investors, an estimated $1.94B added.
  • The largest Pfizer seller in Q1 2022 was Franklin Resources, an estimated $923M sold.

Based on aggregated 13F filings for Q1 2022.