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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
DBRC
1601
D.B. Root & Company
Pennsylvania
$1.7M +$60.9K +1,196 +4%
HBCM
1602
Heron Bay Capital Management
Michigan
$1.7M -$51K -1,001 -3%
CTA
1603
Colonial Trust Advisors
South Carolina
$1.7M +$5.45K +107 +0.3%
NWM
1604
Northcape Wealth Management
New York
$1.69M -$477K -9,354 -22%
HIC
1605
Harvey Investment Company
Kentucky
$1.69M
RRA
1606
Round Rock Advisors
Connecticut
$1.69M +$283K +5,552 +21%
NFG
1607
Nadler Financial Group
Illinois
$1.69M +$815 +16 +0%
CCG
1608
Chatham Capital Group
Georgia
$1.68M -$16.9K -331 -1%
FCT
1609
First Community Trust
Iowa
$1.68M +$57.3K +1,125 +4%
CFA
1610
CWS Financial Advisors
Michigan
$1.68M -$21.1K -415 -1%
IP
1611
Investment Partners
Ohio
$1.68M +$11.1K +218 +0.7%
WB
1612
West Bancorporation
Iowa
$1.67M +$158K +3,097 +11%
WHC
1613
Wulff, Hansen & Co
California
$1.67M
CAG
1614
Crestwood Advisors Group
Massachusetts
$1.67M -$98K -1,923 -6%
HA
1615
Herold Advisors
New York
$1.67M -$86K -1,687 -5%
AWA
1616
Amplius Wealth Advisors
Pennsylvania
$1.66M -$14.2K -279 -0.9%
LIM
1617
Longfellow Investment Management
Massachusetts
$1.66M
ARMC
1618
American Research & Management Company
Massachusetts
$1.66M -$75.2K -1,475 -4%
SSI
1619
Scott & Selber Inc
Texas
$1.65M -$30.6K -600 -2%
FFG
1620
Fortem Financial Group
California
$1.65M -$543K -10,657 -25%
DAC
1621
Dividend Assets Capital
South Carolina
$1.65M +$42K +825 +3%
HZ
1622
Hixon Zuercher
Ohio
$1.65M -$17.4K -341 -1%
BFA
1623
Beacon Financial Advisory
Ohio
$1.65M -$306 -6 -0%
WA
1624
WESPAC Advisors
California
$1.64M +$771K +15,120 +93%
SPI
1625
Santori & Peters Inc
Pennsylvania
$1.64M -$1.68K -33 -0.1%

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.