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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
CI
1626
Ceera Investments
Texas
$1.64M -$4.59K -90 -0.3%
ERIM
1627
Eagle Ridge Investment Management
Connecticut
$1.63M
MA
1628
MKT Advisors
California
$1.63M +$56.5K +1,108 +4%
WSCM
1629
Wellington Shields Capital Management
New York
$1.63M -$842K -16,514 -35%
GFP
1630
Gryphon Financial Partners
Ohio
$1.62M +$153 +3 +0%
MSFP
1631
Mark Sheptoff Financial Planning
Connecticut
$1.62M +$46.8K +918 +3%
AIP
1632
Almanack Investment Partners
Pennsylvania
$1.61M +$285K +5,588 +22%
CCIA
1633
Cherry Creek Investment Advisors
Colorado
$1.61M -$3.72K -73 -0.2%
SIA
1634
Schechter Investment Advisors
Michigan
$1.61M +$216K +4,233 +16%
T
1635
TCWP
Ohio
$1.6M -$23.2K -456 -1%
CL
1636
CIM LLC
New York
$1.6M +$108K +2,129 +8%
CG
1637
Caprock Group
Idaho
$1.6M +$429K +8,419 +38%
NHC
1638
Nicholas Hoffman & Company
Georgia
$1.6M +$4.18K +82 +0.3%
OAM
1639
Occidental Asset Management
California
$1.6M +$133K +2,618 +9%
BWM
1640
Benchmark Wealth Management
Connecticut
$1.6M +$538K +10,560 +53%
TCPWM
1641
Traverso Chambers Private Wealth Management
California
$1.59M +$23.6K +464 +2%
ACA
1642
Atlas Capital Advisors
Wyoming
$1.59M -$120K -2,360 -7%
ZIG
1643
Zuckerman Investment Group
Illinois
$1.59M -$12.7K -250 -0.8%
BBI
1644
Baxter Bros Inc
Connecticut
$1.59M +$15.7K +309 +1%
CWP
1645
CFM Wealth Partners
Texas
$1.59M -$14.9K -292 -1%
FCA
1646
FinTrust Capital Advisors
South Carolina
$1.59M +$8.46K +166 +0.5%
WA
1647
WP Advisors
California
$1.58M -$91.2K -1,789 -6%
NL
1648
Navalign LLC
California
$1.58M -$23.5K -462 -2%
NSB
1649
Norway Savings Bank
Maine
$1.58M -$41K -805 -3%
LFM
1650
Lumina Fund Management
New York
$1.57M

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.