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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
SAM
501
Shell Asset Management
Netherlands
$13.7M +$1.62M +31,714 +14%
AAS
502
Avantax Advisory Services
Texas
$13.7M +$812K +15,932 +6%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$13.6M +$200K +3,916 +2%
MPM
504
Meritage Portfolio Management
Kansas
$13.5M -$3.12M -61,160 -19%
AI
505
Atria Investments
North Carolina
$13.5M +$731K +14,341 +6%
EFS
506
Essex Financial Services
Connecticut
$13.4M -$41.6K -816 -0.3%
FPCM
507
Financial Partners Capital Management
New York
$13.3M +$44.8K +879 +0.3%
VVP
508
Venture Visionary Partners
Ohio
$13.3M +$577K +11,330 +5%
BHWM
509
Bar Harbor Wealth Management
New Hampshire
$13.1M +$1.68M +32,898 +15%
GIM
510
Goelzer Investment Management
Indiana
$13.1M +$2.2M +43,089 +21%
RT
511
Rockland Trust
Massachusetts
$13M -$737K -14,465 -6%
SWP
512
Stratos Wealth Partners
Ohio
$13M +$159K +3,112 +1%
BFA
513
Bragg Financial Advisors
North Carolina
$13M +$125K +2,445 +1%
KCM
514
Kanawha Capital Management
Virginia
$12.9M +$34.4K +675 +0.3%
GCA
515
Greenwood Capital Associates
South Carolina
$12.9M +$12.5M +245,708 +44,512%
LKIM
516
Lawson Kroeker Investment Management
Nebraska
$12.9M -$1.19M -23,450 -9%
SB
517
Simmons Bank
Arkansas
$12.9M +$353K +6,929 +3%
CC
518
Cannell & Co
New York
$12.9M -$3.82K -75 -0%
FFBTD
519
First Financial Bank - Trust Division
Ohio
$12.8M +$455K +8,920 +4%
AL
520
Arnhold LLC
New York
$12.8M -$240K -4,709 -2%
GJIC
521
Gamble Jones Investment Counsel
California
$12.8M -$245K -4,807 -2%
PMG
522
ProVise Management Group
Florida
$12.8M +$131K +2,579 +1%
NWM
523
Nicola Wealth Management
British Columbia, Canada
$12.7M -$1.27M -25,000 -9%
AP
524
Advisor Partners
California
$12.7M +$1.03M +20,282 +9%
IAA
525
Independent Advisor Alliance
North Carolina
$12.6M +$74.6K +1,464 +0.6%

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.