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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
SCM
2251
Sterneck Capital Management
Missouri
$687K -$61.2K -1,200 -8%
CWM
2252
Chesapeake Wealth Management
Virginia
$687K -$21K -413 -3%
I2I
2253
Insight 2811 Inc
Illinois
$684K -$10.2K -200 -2%
CWM
2254
CCG Wealth Management
California
$681K -$42.2K -828 -6%
SFG
2255
Sunburst Financial Group
Alabama
$681K +$15.7K +308 +2%
CFA
2256
Compass Financial Advisors
Indiana
$680K +$3.41K +67 +0.5%
CSI
2257
Cross Staff Investments
New York
$678K
KA
2258
Klingman & Associates
New York
$675K -$23.6K -463 -3%
OGC
2259
Oak Grove Capital
New Hampshire
$674K -$780K -15,300 -54%
RP
2260
Riverwater Partners
Wisconsin
$672K +$2.24K +44 +0.3%
HC
2261
Hoese & Co
Minnesota
$671K
KWM
2262
KerberRose Wealth Management
Wisconsin
$670K +$652K +12,787 New
PAG
2263
Powers Advisory Group
Illinois
$668K -$15.7K -309 -2%
PGA
2264
Portland Global Advisors
Maine
$667K -$4.08K -80 -0.6%
LAS
2265
LWM Advisory Services
Florida
$667K +$168K +3,290 +35%
APW
2266
Austin Private Wealth
Texas
$666K -$62.4K -1,225 -9%
NME
2267
Notis-McConarty Edward
$665K -$1.27K -25 -0.2%
AT
2268
American Trust
Kentucky
$663K +$644K +12,633 New
PWP
2269
Perfromance Wealth Partners
Illinois
$660K -$32.3K -634 -5%
FDCC
2270
Foster Dykema Cabot & Co
Massachusetts
$659K
CHP
2271
Cable Hill Partners
Oregon
$658K -$102K -2,005 -14%
VC
2272
Veracity Capital
Georgia
$658K -$255 -5 -0%
HCM
2273
HM Capital Management
Missouri
$658K +$338K +6,633 +112%
Bank of Montreal
2274
Bank of Montreal
Ontario, Canada
$655K -$82.2M -1,612,376 -11%
KWA
2275
KCS Wealth Advisory
California
$654K -$28K -550 -4%

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.