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3,196 hedge funds and large institutions have $196B invested in Pfizer in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,379 increasing their positions, 1,343 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 1,379 | Existing positions reduced: 1,343

0.14% less ownership

Funds ownership: 67.38%67.24% (-0.14%)

2% less call options, than puts

Call options by funds: $3.18B | Put options by funds: $3.23B

2% less funds holding

Funds holding: 3,2633,196 (-67)

12% less capital invested

Capital invested by funds: $222B → $196B (-$25.8B)

14% less first-time investments, than exits

New positions opened: 157 | Existing positions closed: 183

34% less funds holding in top 10

Funds holding in top 10: 250166 (-84)

Holders
3,196
Holders Change
-67
Holders Change %
-2.05%
% of All Funds
50.4%
Holding in Top 10
166
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-33.6%
% of All Funds
2.62%
New
157
Increased
1,379
Reduced
1,343
Closed
183
Calls
$3.18B
Puts
$3.23B
Net Calls
-$53.7M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1876
Carson Advisory
Georgia
$1.18M -$49.7K -957 -4%
BFC
1877
Bedel Financial Consulting
Indiana
$1.18M +$40.3K +776 +4%
JMFC
1878
J.M. Forbes & Co
Massachusetts
$1.18M -$2.08K -40 -0.2%
GLLW
1879
Graves Light Lenhart Wealth
Virginia
$1.18M +$206K +3,971 +21%
CWP
1880
Curated Wealth Partners
California
$1.18M
ITIM
1881
Indiana Trust & Investment Management
Indiana
$1.17M -$15.6K -300 -1%
IRC
1882
Investors Research Corp
Georgia
$1.17M -$15.3K -295 -1%
LMKC
1883
L.M. Kohn & Company
Ohio
$1.17M +$1.17M +22,642 New
HFS
1884
Heritage Financial Services
Massachusetts
$1.17M +$69.3K +1,336 +6%
BI
1885
Ballast Inc
Kentucky
$1.17M +$85K +1,638 +8%
EAM
1886
Evanson Asset Management
California
$1.17M +$25.6K +493 +2%
PCM
1887
Perritt Capital Management
Illinois
$1.17M
RWA
1888
River Wealth Advisors
Pennsylvania
$1.17M +$59K +1,137 +5%
FNC
1889
First National Corp
Massachusetts
$1.16M -$9.81K -189 -0.8%
RPCONE
1890
Retirement Planning Company of New England
Rhode Island
$1.16M +$2.08K +40 +0.2%
MWA
1891
Meridian Wealth Advisors
Texas
$1.16M +$222K +4,273 +24%
PG
1892
Proffitt & Goodson
Tennessee
$1.16M -$70.8K -1,364 -6%
BWA
1893
Bordeaux Wealth Advisors
California
$1.16M +$94.3K +1,817 +9%
SXL
1894
Summit X LLC
Missouri
$1.15M +$37.4K +721 +3%
FIM
1895
Fernwood Investment Management
Massachusetts
$1.15M -$341K -6,580 -23%
BAAM
1896
Baker Avenue Asset Management
California
$1.15M -$102K -1,974 -8%
KPW
1897
Kore Private Wealth
New York
$1.15M +$59.4K +1,145 +5%
SCA
1898
Stonebridge Capital Advisors
Minnesota
$1.15M -$147K -2,828 -11%
ACWM
1899
Adams Chetwood Wealth Management
North Carolina
$1.15M +$6.33K +122 +0.6%
CSPIA
1900
Cary Street Partners Investment Advisory
Virginia
$1.15M +$360K +6,936 +46%

PFE Hedge Fund Activity: Q1 2022 in Review

3,196 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2022, worth a combined $196B — down 12% from $222B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of PFE and 157 opened new positions — a net loss of 26 holders — while 1,343 trimmed existing stakes and 1,379 added.

The largest buyer was Capital International Investors, adding an estimated $1.94B. The largest seller was Franklin Resources, cutting an estimated $923M.

  • 3,196 institutional investors held Pfizer (PFE) as of Q1 2022, down from 3,263 in Q4 2021.
  • Funds reported $196B of Pfizer stock for Q1 2022, down 12% quarter-over-quarter.
  • 157 funds opened new Pfizer positions in Q1 2022 and 183 closed out, a net change of -26 holders.
  • The largest Pfizer buyer in Q1 2022 was Capital International Investors, an estimated $1.94B added.
  • The largest Pfizer seller in Q1 2022 was Franklin Resources, an estimated $923M sold.

Based on aggregated 13F filings for Q1 2022.