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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
SGA
601
Strategic Global Advisors
California
$10.1M +$5.6M +109,826 +133%
KRSITF
602
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.1M +$1.33M +26,022 +16%
AG
603
Advocate Group
Minnesota
$10M +$9.75M +191,235 New
FCBT
604
First Citizens Bank & Trust
North Carolina
$10M +$118K +2,321 +1%
FMC
605
First Merchants Corp
Indiana
$9.99M -$385K -7,550 -4%
LCM
606
LVM Capital Management
Michigan
$9.98M +$410K +8,050 +4%
LDB
607
Lee, Danner & Bass
Tennessee
$9.92M -$254K -4,975 -3%
FAT
608
First American Trust
California
$9.91M +$429K +8,421 +5%
WSFS
609
Wilmington Savings Fund Society
Delaware
$9.9M -$364K -7,140 -4%
OCAM
610
Onex Canada Asset Management
Ontario, Canada
$9.86M +$659K +12,939 +7%
KPWS
611
Kestra Private Wealth Services
Texas
$9.79M -$268K -5,263 -3%
CTA
612
Chesley Taft & Associates
Illinois
$9.77M -$8K -157 -0.1%
WSTAM
613
Wilbanks Smith & Thomas Asset Management
Virginia
$9.75M +$511K +10,032 +6%
Fidelity International
614
Fidelity International
Bermuda
$9.72M -$957K -18,774 -9%
CCM
615
Crossvault Capital Management
Texas
$9.69M -$311K -6,100 -3%
MIAN
616
Mariner Independent Advisor Network
Kansas
$9.64M +$507K +9,954 +6%
SCM
617
Sirios Capital Management
Massachusetts
$9.64M -$8.34M -163,619 -47%
APF
618
Alaska Permanent Fund
Alaska
$9.63M +$5.61M +110,158 +150%
RWA
619
Ropes Wealth Advisors
Massachusetts
$9.6M +$16.9K +331 +0.2%
TBA
620
Tower Bridge Advisors
Pennsylvania
$9.55M -$279K -5,476 -3%
GFG
621
Greystone Financial Group
Michigan
$9.5M +$9.23M +181,187 New
BCWM
622
Bartlett & Co Wealth Management
Ohio
$9.46M -$181K -3,554 -2%
BC
623
Bartlett & Co
Ohio
$9.46M -$181K -3,554 -2%
SBL
624
Sargent Bickham Lagudis
Colorado
$9.45M -$7.18M -140,869 -44%
Impax Asset Management Group
625
Impax Asset Management Group
United Kingdom
$9.45M +$210K +4,121 +2%

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.