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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
IWP
3076
IAG Wealth Partners
Wisconsin
$63K -$3.87K -76 -6%
LPWM
3077
Lake Point Wealth Management
Texas
$62K -$1.27K -25 -2%
CWAF
3078
Core Wealth Advisors (Florida)
Florida
$59K
MGIM
3079
M&G Investment Management
United Kingdom
$57.7K -$6.24M -122,423 -10%
RCC
3080
Red Cedar Capital
Nebraska
$57K +$29.9K +586 +117%
TC
3081
Tacita Capital
Ontario, Canada
$56K
ECM
3082
EMC Capital Management
Texas
$55K +$459 +9 +0.9%
WA
3083
Win Advisors
Florida
$55K +$24.5K +480 +85%
CQS
3084
Credential Qtrade Securities
$54.5K +$11.2K +219 +27%
OLVIG
3085
Oliver Lagore Vanvalin Investment Group
Michigan
$54K -$11.8K -231 -18%
TVWM
3086
Tower View Wealth Management
Wisconsin
$53K +$408 +8 +0.8%
NMG
3087
New Millennium Group
Utah
$53K +$51.8K +1,017 New
FSWA
3088
Financial Synergies Wealth Advisors
Texas
$52.4K +$51K +1,000 New
MSE
3089
MUFG Securities EMEA
United Kingdom
$52K -$53.6M -1,052,400 -100%
GCM
3090
Gladius Capital Management
Illinois
$52K -$330K -6,472 -87%
LFA
3091
Level Financial Advisors
New York
$52K
RCM
3092
Regency Capital Management
Hawaii
$52K
JPLA
3093
Joseph P. Lucia & Associates
New York
$51K -$12.7K -250 -21%
SC
3094
Schubert & Co
Texas
$50K +$2.96K +58 +7%
PFA
3095
Professional Financial Advisors
Nebraska
$49K +$51 +1 +0.1%
BSWA
3096
Bromfield Sneider Wealth Advisors
Massachusetts
$47K -$53.6K -1,052 -54%
KA
3097
Kozak & Associates
Colorado
$47K -$18.4K -361 -29%
ODG
3098
O'Dell Group
Ohio
$47K
JMF
3099
Johnson Midwest Financial
Iowa
$46K +$32.1K +630 +246%
WWP
3100
WR Wealth Planners
Missouri
$45.5K +$51 +1 +0.1%

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.