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3,266 hedge funds and large institutions have $202B invested in Pfizer in 2022 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 1,269 increasing their positions, 1,340 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 102

24% more funds holding in top 10

Funds holding in top 10: 156193 (+37)

20% more capital invested

Capital invested by funds: $169B → $202B (+$33.1B)

12% more call options, than puts

Call options by funds: $3.09B | Put options by funds: $2.77B

6% more funds holding

Funds holding: 3,0863,266 (+180)

0.47% more ownership

Funds ownership: 69.23%69.7% (+0.47%)

5% less repeat investments, than reductions

Existing positions increased: 1,269 | Existing positions reduced: 1,340

Holders
3,266
Holders Change
+180
Holders Change %
+5.83%
% of All Funds
52.49%
Holding in Top 10
193
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+23.72%
% of All Funds
3.1%
New
342
Increased
1,269
Reduced
1,340
Closed
102
Calls
$3.09B
Puts
$2.77B
Net Calls
+$321M
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
3151
Clear Perspectives Financial Planning
Ohio
$110K -$2.16K -45 -2%
RDIA
3152
RE Dickinson Investment Advisors
Iowa
$110K
CMANY
3153
Capital Management Associates (New York)
New York
$108K -$1.29M -26,997 -93%
CAS
3154
Coppell Advisory Solutions
Texas
$105K +$98.6K +2,057 New
CASC
3155
Coppell Advisory Solutions Corp
Texas
$105K +$98.6K +2,057 New
FA
3156
Fiduciary Alliance
South Carolina
$104K +$97.5K +2,034 New
ICM
3157
Islay Capital Management
Texas
$104K
AA
3158
AlphaMark Advisors
Kentucky
$102K -$14.2K -297 -13%
SVCP
3159
Silicon Valley Capital Partners
California
$101K +$94.9K +1,979 New
CH
3160
Canton Hathaway
Rhode Island
$101K +$1.92K +40 +2%
TCM
3161
Tradewinds Capital Management
Washington
$96.2K +$2.25K +47 +3%
DI
3162
Disciplined Investments
Oklahoma
$95.7K -$299K -6,231 -77%
HWM
3163
HighMark Wealth Management
Minnesota
$89.8K +$575 +12 +0.7%
CM
3164
Cornerstone Management
Georgia
$88.5K
SC
3165
Steph & Co
Wisconsin
$88K
TCM
3166
TD Capital Management
Tennessee
$86.4K +$288 +6 +0.4%
RWM
3167
Ruedi Wealth Management
Illinois
$86.3K +$80.8K +1,685 New
HCA
3168
Harbor Capital Advisors
Illinois
$83.5K -$10.6K -221 -12%
RWML
3169
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$78.8K
OCM
3170
Osterweis Capital Management
California
$77.7K +$72.7K +1,517 New
RAM
3171
Riggs Asset Management
Pennsylvania
$77.6K -$4.66M -97,102 -98%
BAM
3172
Baldrige Asset Management
Pennsylvania
$77K
GIS
3173
Grayhawk Investment Strategies
Alberta, Canada
$75.4K -$66K -1,377 -94%
GIA
3174
Goodwin Investment Advisory
Georgia
$74.7K
IWP
3175
IAG Wealth Partners
Wisconsin
$71.7K

PFE Hedge Fund Activity: Q4 2022 in Review

3,266 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2022, worth a combined $202B — up 20% from $169B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new PFE positions and 102 closed out — a net gain of 240 holders — while 1,269 added to existing stakes and 1,340 trimmed.

The largest buyer was BlackRock, adding an estimated $492M. The largest seller was Wellington Management Group, cutting an estimated $553M.

  • 3,266 institutional investors held Pfizer (PFE) as of Q4 2022, up from 3,086 in Q3 2022.
  • Funds reported $202B of Pfizer stock for Q4 2022, up 20% quarter-over-quarter.
  • 342 funds opened new Pfizer positions in Q4 2022 and 102 closed out, a net change of +240 holders.
  • The largest Pfizer buyer in Q4 2022 was BlackRock, an estimated $492M added.
  • The largest Pfizer seller in Q4 2022 was Wellington Management Group, an estimated $553M sold.

Based on aggregated 13F filings for Q4 2022.