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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
HWMG
1976
Hurlow Wealth Management Group
Indiana
$982K
EIP
1977
Ellis Investment Partners
Pennsylvania
$980K -$126K -2,468 -12%
OMC
1978
Overbrook Management Corp
New York
$979K
ORC
1979
O'Rourke & Company
Massachusetts
$978K -$63.6K -1,249 -6%
HBW
1980
Hazlett, Burt & Watson
West Virginia
$977K +$29.9K +586 +3%
IC
1981
Inverness Counsel
New York
$976K +$25.6K +502 +3%
PCM
1982
Prelude Capital Management
New York
$974K -$1.28M -25,093 -57%
TFF
1983
The Family Firm
Maryland
$971K +$739K +14,496 +361%
MLA
1984
My Legacy Advisors
Oregon
$969K +$17.7K +348 +2%
CBFP
1985
Cedar Brook Financial Partners
Ohio
$968K -$45.3K -888 -5%
BFPW
1986
BOK Financial Private Wealth
Colorado
$967K -$1.13M -22,111 -55%
CRIG
1987
Charter Research & Investment Group
Connecticut
$967K -$255 -5 -0%
KFS
1988
Kurt F. Somerville
$966K +$53.8K +1,055 +6%
IIA
1989
Integral Investment Advisors
California
$965K -$71.5K -1,403 -7%
CFA
1990
Camarda Financial Advisors
Florida
$965K +$229K +4,490 +32%
BCM
1991
Bayesian Capital Management
New York
$965K +$938K +18,400 New
KWM
1992
Kaydan Wealth Management
Michigan
$963K -$4.38K -86 -0.5%
AA
1993
Advisory Alpha
Michigan
$963K +$29.3K +574 +3%
CCM
1994
Carlson Capital Management
Minnesota
$962K -$46.1K -905 -5%
SIM
1995
SSI Investment Management
California
$962K -$5.25K -103 -0.6%
FG
1996
Foster Group
Iowa
$962K +$240K +4,719 +35%
AI
1997
Accredited Investors
Minnesota
$961K -$15K -295 -2%
FL
1998
Fort LP
Maryland
$960K -$674K -13,228 -42%
WA
1999
Waverly Advisors
Alabama
$960K +$47.8K +938 +5%
LSA
2000
Lansing Street Advisors
Pennsylvania
$958K +$6.83K +134 +0.7%

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.