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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
TIA
3251
Tandem Investment Advisors
South Carolina
-$221K -4,267 Closed
MAA
3252
Mraz Amerine & Associates
California
-$216K -4,177 Closed
CWAG
3253
Compton Wealth Advisory Group
Virginia
-$216K -4,169 Closed
UWM
3254
USAdvisors Wealth Management
Minnesota
-$214K -4,126 Closed
EP
3255
EPIQ Partners
Minnesota
-$213K -4,120 Closed
HCM
3256
Hilton Capital Management
New York
-$212K -4,097 Closed
MIG
3257
McGuire Investment Group
Rhode Island
-$210K -4,051 Closed
GCS
3258
Gordian Capital (Singapore)
Singapore
-$211K -4,000 Closed
TA
3259
Teramo Advisors
Florida
-$207K -4,000 Closed
SDWIA
3260
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$204K -3,933 Closed
TF
3261
TRH Financial
Iowa
-$204K -3,932 Closed
RIS
3262
Retirement Income Solutions
Michigan
-$200K -3,855 Closed
FIA
3263
FNY Investment Advisers
New York
-$192K -3,776 Closed
CWA
3264
Clarus Wealth Advisors
Arizona
-$201K -3,732 Closed
FWM
3265
FSA Wealth Management
Massachusetts
-$204K -3,452 Closed
CC
3266
Commons Capital
Massachusetts
-$156K -3,012 Closed
WFA
3267
Wellspring Financial Advisors
Ohio
-$154K -2,980 Closed
MAM
3268
McCarthy Asset Management
California
-$108K -2,091 Closed
LWMNY
3269
Landmark Wealth Management (New York)
New York
-$1.78K -1,777 Closed
LK
3270
Lumbard & Kellner
New Hampshire
-$90K -1,738 Closed
CSIA
3271
Carl Stuart Investment Advisor
Texas
-$851K -1,643 Closed
PCOC
3272
Power Corp of Canada
Canada
-$76K -1,472 Closed
GIA
3273
Goodwin Investment Advisory
Georgia
-$74K -1,425 Closed
SP
3274
SWS Partners
Ohio
-$52K -1,000 Closed
AWM
3275
Avondale Wealth Management
Texas
-$26K -500 Closed

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.