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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
MIS
401
Morningstar Investment Services
Illinois
$20.8M +$1M +19,680 +5%
SCA
402
Snowden Capital Advisors
New York
$20.7M -$149K -2,933 -0.7%
FRM
403
Foundation Resource Management
Arkansas
$20.7M -$68.1K -1,337 -0.3%
AR
404
Advisory Research
Illinois
$20.7M -$1.33M -26,164 -6%
Group One Trading
405
Group One Trading
Illinois
$20.6M +$20M +392,370 New
CWM
406
CIBC World Markets
New York
$20.5M -$64.4M -1,263,002 -76%
DC
407
Davenport & Co
Virginia
$20.4M -$1.44M -28,193 -7%
KWILP
408
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.3M -$3.75M -73,669 -16%
RCYC
409
Richard C. Young & Co
Rhode Island
$20.2M +$238K +4,676 +1%
CAM
410
ClariVest Asset Management
California
$20M -$829K -16,273 -4%
GG
411
Gofen & Glossberg
Illinois
$19.9M -$192K -3,770 -1%
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$19.7M +$390K +7,654 +2%
JCM
413
Janney Capital Management
Pennsylvania
$19.7M +$15.2K +298 +0.1%
HIMC
414
Heritage Investors Management Corp
Maryland
$19.7M -$164K -3,223 -0.9%
ADEF
415
Adams Diversified Equity Fund
Maryland
$19.6M +$19M +373,700 New
LS
416
Livforsakringsbolaget Skandia
Sweden
$19.4M -$1M -19,700 -5%
PWP
417
Private Wealth Partners
California
$19.4M -$250K -4,911 -1%
SGI
418
Summit Global Investments
Utah
$19.3M -$2.68M -52,549 -12%
CA
419
Callahan Advisors
Texas
$19.3M -$792K -15,534 -4%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$19.2M -$331K -6,496 -2%
LNB
421
Ledyard National Bank
$19M +$144K +2,824 +0.8%
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.9M +$964K +18,918 +6%
IAIM
423
Industrial Alliance Investment Management
Quebec, Canada
$18.8M -$3.28M -64,294 -15%
ASN
424
Advisory Services Network
Georgia
$18.6M +$1.32M +25,871 +8%
WT
425
Washington Trust
Rhode Island
$18.5M +$186K +3,647 +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.