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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
OHWP
1101
Oak Harbor Wealth Partners
North Carolina
$3.68M -$15.1K -297 -0.4%
AB
1102
Atlas Brown
Kentucky
$3.67M +$22.6K +443 +0.6%
CAM
1103
Cacti Asset Management
Georgia
$3.66M
HBT
1104
Hills Bank & Trust
Iowa
$3.65M -$23.2K -455 -0.6%
BWA
1105
BDO Wealth Advisors
Florida
$3.64M -$11.8K -231 -0.3%
AAM
1106
Auxier Asset Management
Oregon
$3.64M -$40.3K -790 -1%
TG
1107
TCW Group
California
$3.63M +$137K +2,687 +4%
CCA
1108
Checchi Capital Advisers
California
$3.63M +$336K +6,595 +10%
IFG
1109
Independent Financial Group
California
$3.62M -$771K -15,126 -18%
CIAS
1110
Capital Investment Advisory Services
North Carolina
$3.6M -$164K -3,215 -4%
MCM
1111
Mengis Capital Management
Oregon
$3.6M -$20.2K -396 -0.6%
FP
1112
Factorial Partners
New York
$3.6M -$280K -5,500 -7%
IGWM
1113
ICA Group Wealth Management
Colorado
$3.6M -$88.6K -1,739 -2%
WSC
1114
Wellington Shields & Co
New York
$3.6M -$829K -16,274 -19%
RA
1115
RFG Advisory
Alabama
$3.6M +$1.09M +21,431 +42%
CIP
1116
Convergence Investment Partners
Florida
$3.59M +$88.8K +1,743 +3%
FCCM
1117
First City Capital Management
Georgia
$3.58M +$80.9K +1,588 +2%
FNBTCON
1118
First National Bank & Trust Co of Newtown
Pennsylvania
$3.58M -$2.04K -40 -0.1%
AT
1119
Arden Trust
Delaware
$3.58M +$610K +11,965 +21%
BO
1120
Bank OZK
Arkansas
$3.58M -$30.9K -607 -0.9%
VI
1121
Versor Investments
New York
$3.58M +$1.3M +25,500 +60%
BOPW
1122
Brandywine Oak Private Wealth
Pennsylvania
$3.57M -$45.8K -899 -1%
CHJWM
1123
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.57M -$53.4K -1,048 -2%
ACP
1124
Aviance Capital Partners
Florida
$3.56M +$662 +13 +0%
RMSCM
1125
R.M. Sincerbeaux Capital Management
New York
$3.56M

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.