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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
HIM
2226
Hillsdale Investment Management
Ontario, Canada
$712K -$138K -2,711 -17%
PCMM
2227
Piedmont Capital Management (Montana)
Montana
$712K -$59.8K -1,174 -8%
WI
2228
Wedgewood Investors
Pennsylvania
$712K -$2.55K -50 -0.4%
SWMP
2229
Signature Wealth Management Partners
New Jersey
$711K -$34.4K -675 -5%
MJP
2230
Michael J. Puzo
$711K -$15.1K -296 -2%
BCM
2231
Bourgeon Capital Management
Connecticut
$710K +$153K +3,001 +28%
ED
2232
Exane Derivatives
France
$709K -$397K -7,785 -37%
FCAG
2233
First Capital Advisors Group
New Jersey
$708K -$246K -4,829 -26%
MCA
2234
Magnolia Capital Advisors
Mississippi
$708K -$66.2K -1,299 -9%
WWA
2235
WCG Wealth Advisors
Nevada
$706K +$686K +13,457 New
TA
2236
Tiedemann Advisors
New York
$705K -$339K -6,659 -33%
AL
2237
ADE LLC
Maryland
$702K
SOS
2238
Silver Oak Securities
Tennessee
$701K -$19.1K -375 -3%
CFAM
2239
Center For Asset Management
Florida
$700K -$75.5K -1,482 -10%
EBT
2240
Enterprise Bank & Trust
Massachusetts
$700K +$7.64K +150 +1%
MYIA
2241
Mount Yale Investment Advisors
Colorado
$697K +$19.5K +383 +3%
DTC
2242
Davidson Trust Company
Washington
$696K -$35.7K -700 -5%
MTC
2243
Matrix Trust Company
Colorado
$695K +$437K +8,568 +183%
BAMG
2244
Brand Asset Management Group
Missouri
$692K
APA
2245
Astoria Portfolio Advisors
New York
$690K +$203K +3,993 +44%
MFGM
2246
Marshall Financial Group (Maryland)
Maryland
$689K -$3.52K -69 -0.5%
PD
2247
Planning Directions
Pennsylvania
$689K +$4.18K +82 +0.6%
SDWMA
2248
Schneider Downs Wealth Management Advisors
Pennsylvania
$689K +$141K +2,775 +27%
EFM
2249
E Fund Management
China
$688K +$1.63K +32 +0.2%
KIG
2250
Kowal Investment Group
Wisconsin
$688K +$231K +4,533 +53%

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.