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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
WB
1226
Webster Bank
Connecticut
$3.09M -$33.9K -665 -1%
SS
1227
Simplicity Solutions
Minnesota
$3.09M +$588K +11,531 +24%
FHB
1228
First Hawaiian Bank
Hawaii
$3.08M +$183K +3,595 +7%
CWS
1229
Confluence Wealth Services
Pennsylvania
$3.06M +$616K +12,088 +24%
JWM
1230
Jeppson Wealth Management
California
$3.06M +$106K +2,074 +4%
E
1231
Ergoteles
New York
$3.06M +$1.1M +21,598 +59%
LOAME
1232
Lombard Odier Asset Management (Europe)
United Kingdom
$3.06M -$462K -9,071 -13%
NEPPG
1233
New England Professional Planning Group
Rhode Island
$3.06M -$115K -2,266 -4%
MFA
1234
Mayflower Financial Advisors
Massachusetts
$3.05M -$117K -2,287 -4%
NWM
1235
NEIRG Wealth Management
Massachusetts
$3.05M +$1.21M +23,727 +69%
CWM
1236
Cornerstone Wealth Management
Missouri
$3.04M +$175K +3,440 +6%
EFSCE
1237
Enterprise Financial Services Corp (EFSC)
Missouri
$3.04M +$118K +2,314 +4%
AFM
1238
Abbot Financial Management
Massachusetts
$3.04M -$4.94K -97 -0.2%
CAL
1239
Capital Analysts LLC
Pennsylvania
$3.04M +$58.8K +1,153 +2%
GCM
1240
Graham Capital Management
Connecticut
$3.04M +$2.96M +58,005 New
IA
1241
IFG Advisory
Georgia
$3.03M +$529K +10,385 +22%
DF
1242
Donoghue Forlines
Massachusetts
$3.03M -$1.3M -25,581 -31%
SWP
1243
Strategic Wealth Partners
Ohio
$3.03M +$1.13M +22,163 +62%
IWM
1244
IHT Wealth Management
Illinois
$3.03M +$6.17K +121 +0.2%
CFO
1245
Capitol Family Office
Oregon
$3.02M +$46.5K +912 +2%
BIM
1246
Bridges Investment Management
Nebraska
$3.02M -$40.8K -800 -1%
CGL
1247
Clarius Group LLC
Washington
$3M +$171K +3,364 +6%
RPC
1248
Rossmore Private Capital
Connecticut
$2.99M +$14.2K +279 +0.5%
BSB
1249
Bangor Savings Bank
Maine
$2.98M +$136K +2,678 +5%
AIA
1250
Affinity Investment Advisors
California
$2.98M -$145K -2,841 -5%

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.