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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
MPPW
1751
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M -$105K -2,069 -7%
AW
1752
Alaethes Wealth
Nevada
$1.35M +$82.9K +1,626 +7%
RCA
1753
Riverview Capital Advisers
Massachusetts
$1.35M +$12.1K +238 +0.9%
MWA
1754
Meridian Wealth Advisors
Texas
$1.35M +$171K +3,348 +15%
AL
1755
Aspiriant LLC
California
$1.35M -$38.3K -751 -3%
BIM
1756
Bullseye Investment Management
Ohio
$1.34M +$1.3M +25,594 New
ACA
1757
Anchor Capital Advisors
Massachusetts
$1.34M -$208K -4,085 -14%
JF
1758
Joule Financial
Kentucky
$1.34M +$1.3M +25,548 New
1WM
1759
1900 Wealth Management
Texas
$1.33M +$33.1K +650 +3%
LF
1760
Lantz Financial
Illinois
$1.33M -$50K -981 -4%
RWA
1761
River Wealth Advisors
Pennsylvania
$1.33M +$145K +2,854 +13%
MIM
1762
MTM Investment Management
South Carolina
$1.33M +$306 +6 +0%
VDI
1763
Vaughan David Investments
Illinois
$1.32M -$15.3K -301 -1%
VWM
1764
Vigilare Wealth Management
Arizona
$1.32M -$338K -6,633 -21%
ACM
1765
Ativo Capital Management
Illinois
$1.32M +$1.28M +25,208 New
APWA
1766
Atlas Private Wealth Advisors
New Jersey
$1.32M -$185K -3,629 -13%
SIG
1767
Sky Investment Group
Connecticut
$1.32M
AI
1768
AXS Investments
New York
$1.32M +$893K +17,533 +230%
LRPA
1769
L. Roy Papp & Associates
Arizona
$1.32M +$10.8K +211 +0.8%
BFC
1770
Bedel Financial Consulting
Indiana
$1.32M +$120K +2,346 +10%
WI
1771
Wintrust Investments
Illinois
$1.32M +$18.9K +370 +1%
MC
1772
Middleton & Co
Massachusetts
$1.32M
HTHT
1773
Hemenway Trust Hemenway Trust
New Hampshire
$1.31M +$51K +1,000 +4%
BAS
1774
Brown Advisory Securities
Maryland
$1.31M -$79K -1,550 -6%
AP
1775
Appleton Partners
Massachusetts
$1.31M +$67.4K +1,322 +6%

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.