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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
LJAC
1451
L.J. Altfest & Co
New York
$2.16M +$33.5K +657 +2%
BWA
1452
Blodgett Wealth Advisors
California
$2.15M -$25.4K -498 -1%
TTWM
1453
TCV Trust & Wealth Management
Virginia
$2.15M -$357 -7 -0%
FTDI
1454
First Trust Direct Indexing
Massachusetts
$2.15M +$155K +3,033 +8%
TWM
1455
Thrive Wealth Management
Pennsylvania
$2.14M +$10.5K +206 +0.5%
PWA
1456
Providence Wealth Advisors
Illinois
$2.14M +$88K +1,726 +4%
SGCA
1457
Steel Grove Capital Advisors
Tennessee
$2.13M +$66.1K +1,297 +3%
LI
1458
LMCG Investments
Massachusetts
$2.13M +$85.2K +1,671 +4%
FWP
1459
FAS Wealth Partners
Kansas
$2.12M +$124K +2,434 +6%
UBG
1460
United Bank (Georgia)
Georgia
$2.12M -$316K -6,202 -13%
IF
1461
Integrity Financial
Wyoming
$2.12M -$5.2K -102 -0.3%
TA
1462
Tectonic Advisors
Texas
$2.12M +$332K +6,510 +19%
CNC
1463
Citizens & Northern Corp
Pennsylvania
$2.12M +$94.2K +1,848 +5%
MWM
1464
Madison Wealth Management
Ohio
$2.12M +$60.2K +1,181 +3%
KC
1465
Kingfisher Capital
North Carolina
$2.12M +$2.4K +47 +0.1%
HI
1466
Humankind Investments
New York
$2.11M -$85.6K -1,680 -4%
HCP
1467
Holt Capital Partners
Texas
$2.1M -$93.8K -1,840 -4%
WA
1468
WBH Advisory
Maryland
$2.1M -$4.28K -84 -0.2%
AFS
1469
Access Financial Services
Minnesota
$2.1M +$4.74K +93 +0.2%
SACTSONJ
1470
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.1M
LA
1471
Legacy Advisors
Pennsylvania
$2.1M +$434K +8,520 +27%
ACM
1472
Ategra Capital Management
Virginia
$2.09M -$2.55K -50 -0.1%
NLP
1473
Next Level Private
New York
$2.08M -$408K -8,003 -17%
CWM
1474
Chemistry Wealth Management
New York
$2.08M +$574K +11,271 +40%
AWM
1475
Aries Wealth Management
Maine
$2.08M +$2.03M +39,739 New

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.