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3,086 hedge funds and large institutions have $169B invested in Pfizer in 2022 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 1,356 increasing their positions, 1,231 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $2.73B | Put options by funds: $2.07B

10% more repeat investments, than reductions

Existing positions increased: 1,356 | Existing positions reduced: 1,231

0.44% more ownership

Funds ownership: 68.78%69.23% (+0.44%)

2% less funds holding

Funds holding: 3,1583,086 (-72)

16% less capital invested

Capital invested by funds: $201B → $169B (-$32.1B)

18% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 169

38% less funds holding in top 10

Funds holding in top 10: 252156 (-96)

Holders
3,086
Holders Change
-72
Holders Change %
-2.28%
% of All Funds
53.15%
Holding in Top 10
156
Holding in Top 10 Change
-96
Holding in Top 10 Change %
-38.1%
% of All Funds
2.69%
New
138
Increased
1,356
Reduced
1,231
Closed
169
Calls
$2.73B
Puts
$2.07B
Net Calls
+$658M
Net Calls Change
+$642M
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
351
Azimuth Capital Investment Management
Michigan
$23.2M -$515K -10,596 -2%
CFB
352
Cullen/Frost Bankers
Texas
$23.2M +$796K +16,390 +3%
WT
353
Whittier Trust
California
$22.9M +$293K +6,031 +1%
DCM
354
Donaldson Capital Management
Indiana
$22.8M -$20.9M -429,996 -45%
AAM
355
Advisors Asset Management
Colorado
$22.6M -$1.05M -21,648 -4%
GT
356
Glenview Trust
Kentucky
$22.6M +$266K +5,476 +1%
CA
357
Cornerstone Advisors
North Carolina
$22.1M +$4.6M +94,700 +23%
RG
358
Rathbones Group
United Kingdom
$21.9M -$1.64M -33,852 -6%
AWS
359
Atria Wealth Solutions
New York
$21.8M +$12.7M +261,471 +110%
JAM
360
Jupiter Asset Management
United Kingdom
$21.7M +$17.7M +364,002 +278%
SI
361
Stephens Inc
Arkansas
$21.6M +$484K +9,969 +2%
SPIA
362
Steward Partners Investment Advisory
New York
$21.6M +$27.2K +559 +0.1%
Cerity Partners
363
Cerity Partners
New York
$21.3M -$169K -3,488 -0.7%
RJT
364
Raymond James Trust
Florida
$21.2M +$568K +11,699 +2%
FT
365
Fiduciary Trust
Massachusetts
$21.1M -$64.9K -1,335 -0.3%
NW
366
NewEdge Wealth
Pennsylvania
$21.1M +$2.23M +45,950 +11%
DWM
367
Doyle Wealth Management
Florida
$21M -$188K -3,865 -0.8%
NLGIA
368
Nippon Life Global Investors Americas
New York
$21M -$1.46M -30,040 -6%
TSW
369
Thompson Siegel & Walmsley
Virginia
$20.9M +$1.16M +23,833 +5%
DILIC
370
Dai-ichi Life Insurance Company
Japan
$20.9M -$1.23M -25,372 -5%
TRCT
371
Tower Research Capital (TRC)
New York
$20.9M +$9.9M +203,813 +75%
RFC
372
Regions Financial Corp
Alabama
$20.8M -$458K -9,426 -2%
VI
373
Vestcor Inc
New Brunswick, Canada
$20.7M +$290K +5,973 +1%
Susquehanna International Group
374
Susquehanna International Group
Pennsylvania
$20.6M -$41.3M -850,022 -64%
MPI
375
Mairs & Power Inc
Minnesota
$20.6M -$1.67M -34,395 -7%

PFE Hedge Fund Activity: Q3 2022 in Review

3,086 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2022, worth a combined $169B — down 16% from $201B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of PFE and 138 opened new positions — a net loss of 31 holders — while 1,231 trimmed existing stakes and 1,356 added.

The largest buyer was Assenagon Asset Management, adding an estimated $507M. The largest seller was Wellington Management Group, cutting an estimated $403M.

  • 3,086 institutional investors held Pfizer (PFE) as of Q3 2022, down from 3,158 in Q2 2022.
  • Funds reported $169B of Pfizer stock for Q3 2022, down 16% quarter-over-quarter.
  • 138 funds opened new Pfizer positions in Q3 2022 and 169 closed out, a net change of -31 holders.
  • The largest Pfizer buyer in Q3 2022 was Assenagon Asset Management, an estimated $507M added.
  • The largest Pfizer seller in Q3 2022 was Wellington Management Group, an estimated $403M sold.

Based on aggregated 13F filings for Q3 2022.