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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
LWP
3076
Laurel Wealth Planning
Minnesota
$119K +$119K +2,300 New
SPWM
3077
Spartan Planning & Wealth Management
North Carolina
$119K +$119K +2,300 New
PP
3078
Pacifica Partners
Canada
$117K
TCWA
3079
Ten Capital Wealth Advisors
Washington
$114K
RDIA
3080
RE Dickinson Investment Advisors
Iowa
$111K +$14K +269 +14%
CAC
3081
Core Alternative Capital
Georgia
$109K +$67.3K +1,298 +162%
HWMA
3082
Heritage Wealth Management (Arizona)
Arizona
$109K +$110K +2,114 New
MAM
3083
McCarthy Asset Management
California
$108K +$104 +2 +0.1%
SAS
3084
Stelac Advisory Services
New York
$105K -$38K -732 -26%
ICM
3085
Islay Capital Management
Texas
$105K
CIR
3086
Clear Investment Research
Georgia
$104K
CWM
3087
Curi Wealth Management
North Carolina
$102K +$37.8K +728 +59%
FFA
3088
Fairfield Financial Advisors
Massachusetts
$102K +$102K +1,967 New
BSWA
3089
Bromfield Sneider Wealth Advisors
Massachusetts
$101K +$101K +1,947 New
AS
3090
Altshuler Shaham
Israel
$100K -$4.8M -92,544 -98%
MUMSS
3091
Mitsubishi UFJ Morgan Stanley Securities
Japan
$100K -$107K -2,070 -52%
MW
3092
Milestone Wealth
New York
$100K
DTIM
3093
Danda Trouve Investment Management
Kansas
$99K
RG
3094
Richelieu Gestion
France
$93K +$93.3K +1,799 New
LK
3095
Lumbard & Kellner
New Hampshire
$90K -$104K -2,000 -54%
CM
3096
Cornerstone Management
Georgia
$89.5K
HWM
3097
HighMark Wealth Management
Minnesota
$87K +$623 +12 +0.7%
NWM
3098
Nauset Wealth Management
Connecticut
$83K +$83K +1,600 New
SSC
3099
Syverson Strege & Co
Iowa
$81K +$415 +8 +0.5%
TAM
3100
Tucker Asset Management
Colorado
$80.5K +$9.34K +180 +13%

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.