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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
OA
3101
Operose Advisors
Wisconsin
$80K +$24.4K +470 +44%
RWML
3102
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$79.6K
BAM
3103
Baldrige Asset Management
Pennsylvania
$78K -$5.71K -110 -7%
PCOC
3104
Power Corp of Canada
Canada
$76K +$76.4K +1,472 New
FEG
3105
Financial Enhancement Group
Indiana
$74K -$2.49K -48 -3%
GIA
3106
Goodwin Investment Advisory
Georgia
$74K +$62.5K +1,205 +548%
GKIM
3107
GW&K Investment Management
Massachusetts
$73K +$73.6K +1,419 New
LF
3108
Lee Financial
Texas
$70K -$4.98K -96 -7%
LPP
3109
Life Planning Partners
Florida
$69K
GG
3110
Gleason Group
Kentucky
$69K +$3.68K +71 +6%
GWMI
3111
Guardian Wealth Management (Illinois)
Illinois
$68K +$311 +6 +0.5%
GA
3112
GoalVest Advisory
New York
$68K +$67.7K +1,305 New
IWP
3113
IAG Wealth Partners
Wisconsin
$66K -$1.61K -31 -2%
MGIM
3114
M&G Investment Management
United Kingdom
$64.1K +$5.19M +100,066 +9%
OLVIG
3115
Oliver Lagore Vanvalin Investment Group
Michigan
$64K -$4.61M -88,863 -99%
JPLA
3116
Joseph P. Lucia & Associates
New York
$63K +$63.1K +1,216 New
KA
3117
Kozak & Associates
Colorado
$62K
LPWM
3118
Lake Point Wealth Management
Texas
$62K
CWAF
3119
Core Wealth Advisors (Florida)
Florida
$58K
TC
3120
Tacita Capital
Ontario, Canada
$56K
ECM
3121
EMC Capital Management
Texas
$54K +$415 +8 +0.8%
RCM
3122
Regency Capital Management
Hawaii
$52K -$5.81K -112 -10%
LFA
3123
Level Financial Advisors
New York
$52K
TVWM
3124
Tower View Wealth Management
Wisconsin
$52K
SP
3125
SWS Partners
Ohio
$52K +$51.9K +1,000 New

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.