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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
BMA
2151
Brooks Moore & Associates
Tennessee
$780K
RPWA
2152
Regent Peak Wealth Advisors
Georgia
$780K +$13.6K +266 +2%
AAS
2153
Annex Advisory Services
Wisconsin
$780K +$234K +4,601 +45%
IGGA
2154
Iron Gate Global Advisors
Utah
$778K -$105K -2,052 -12%
RVPG
2155
Relative Value Partners Group
$778K -$70.4K -1,382 -8%
CWM
2156
Castle Wealth Management
Florida
$778K +$756K +14,831 New
IDBONY
2157
Israel Discount Bank of New York
New York
$777K +$58.6K +1,150 +8%
FUBT
2158
First United Bank & Trust
Maryland
$776K +$158K +3,110 +27%
UIA
2159
Ulland Investment Advisors
Minnesota
$774K -$204K -4,000 -21%
MMM
2160
Mendel Money Management
Illinois
$774K -$91.1K -1,788 -11%
MCWA
2161
Meadow Creek Wealth Advisors
Georgia
$773K -$120K -2,354 -14%
CA
2162
Crewe Advisors
Utah
$773K +$105K +2,053 +16%
AGP
2163
Autumn Glory Partners
Texas
$772K +$262K +5,145 +54%
MIP
2164
Marietta Investment Partners
Wisconsin
$771K
VC
2165
Vestor Capital
Illinois
$770K
HFG
2166
Heron Financial Group
New York
$769K -$189K -3,705 -20%
SRAM
2167
Spouting Rock Asset Management
Pennsylvania
$768K -$365K -7,164 -33%
DAM
2168
Derbend Asset Management
Georgia
$767K -$94.3K -1,850 -11%
CC
2169
Claybrook Capital
Massachusetts
$767K -$2.55K -50 -0.3%
PWM
2170
Peterson Wealth Management
Nevada
$767K +$184K +3,616 +33%
CAM
2171
Campion Asset Management
Virginia
$766K
UAML
2172
US Asset Management LLC
Pennsylvania
$766K +$3.11K +61 +0.4%
EWM
2173
EPG Wealth Management
Georgia
$766K +$4.03K +79 +0.5%
AFC
2174
AFT Forsyth & Company
Florida
$763K +$42K +825 +6%
LCM
2175
Laurion Capital Management
New York
$763K +$528K +10,357 +247%

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.