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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
PWM
1401
Perigon Wealth Management
California
$2.34M +$166K +3,261 +8%
IC
1402
Inscription Capital
Texas
$2.33M +$1.29M +25,334 +132%
HI
1403
Hendershot Investments
Virginia
$2.33M -$10.9K -213 -0.5%
ZIC
1404
ZWJ Investment Counsel
Georgia
$2.33M +$163K +3,200 +8%
GWMIA
1405
Global Wealth Management Investment Advisory
Florida
$2.33M +$154K +3,019 +7%
WTB
1406
Washington Trust Bank
Washington
$2.32M +$36.4K +714 +2%
CWM
1407
C2C Wealth Management
Arizona
$2.31M -$276K -5,422 -11%
WMA
1408
Wealth Management Associates
New Jersey
$2.31M -$177K -3,465 -7%
CNBTD
1409
Citizens National Bank Trust Department
Mississippi
$2.29M +$1.08M +21,175 +94%
MCIA
1410
Mountain Capital Investment Advisors
Colorado
$2.29M -$21.8K -428 -1%
SCM
1411
SOL Capital Management
Maryland
$2.29M +$371K +7,280 +20%
FFA
1412
Fragasso Financial Advisors
Pennsylvania
$2.29M +$44.8K +880 +2%
CIA
1413
Cladis Investment Advisory
Montana
$2.28M -$122K -2,399 -5%
MIC
1414
Means Investment Company
Maine
$2.28M +$20K +392 +0.9%
MCM
1415
McRae Capital Management
New Jersey
$2.28M +$52.4K +1,028 +2%
TPA
1416
Trivium Point Advisory
Connecticut
$2.27M -$327K -6,422 -13%
FC
1417
Forte Capital
New York
$2.27M +$1.28M +25,198 +139%
IA
1418
IAM Advisory
Pennsylvania
$2.27M +$51.5K +1,011 +2%
GWANC
1419
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.27M +$1.7M +33,452 +343%
SFS
1420
Stiles Financial Services
Minnesota
$2.26M +$47.2K +926 +2%
TA
1421
TruWealth Advisors
Louisiana
$2.26M +$57K +1,119 +3%
DIP
1422
DT Investment Partners
Pennsylvania
$2.26M +$354K +6,956 +19%
RIA
1423
Realta Investment Advisors
Delaware
$2.25M +$71.6K +1,406 +3%
FMTCOCP
1424
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.25M +$43K +843 +2%
TYCC
1425
Texas Yale Capital Corp
Florida
$2.25M -$38.7K -760 -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.