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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
CWM
2351
Connecticut Wealth Management
Connecticut
$577K +$124K +2,427 +28%
PWS
2352
Peloton Wealth Strategists
Indiana
$576K -$5.55K -109 -1%
FA
2353
Fagan Associates
New York
$576K +$10.3K +202 +2%
ECM
2354
Elgethun Capital Management
South Dakota
$574K +$4.08K +80 +0.7%
MCM
2355
Marathon Capital Management
Maryland
$573K
BWM
2356
BNC Wealth Management
Oregon
$573K +$24.5K +481 +5%
SIC
2357
Samalin Investment Counsel
New York
$571K +$1.68K +33 +0.3%
BA
2358
Ballast Advisors
Minnesota
$569K -$21.2K -416 -4%
RWMH
2359
Riverpoint Wealth Management Holdings
Illinois
$569K -$7.64K -150 -1%
AA
2360
ACT Advisors
North Carolina
$569K -$3.16K -62 -0.6%
ACM
2361
AUA Capital Management
Pennsylvania
$569K
AWM
2362
Angeles Wealth Management
California
$567K -$43.7K -858 -7%
TFCP
2363
Twin Focus Capital Partners
Massachusetts
$562K +$5.2K +102 +1%
FPCP
2364
Fort Point Capital Partners
California
$562K +$8.26K +162 +2%
CF
2365
Corrigan Financial
Rhode Island
$560K -$192K -3,775 -26%
COCM
2366
Charter Oak Capital Management
New Hampshire
$559K -$27.3K -535 -5%
HTI
2367
Hikari Tsushin Inc
Japan
$559K
BCMLT
2368
Beacon Capital Management LLC (Tennessee)
Tennessee
$558K
VBCG
2369
Valley Brook Capital Group
Pennsylvania
$558K
SHA
2370
Seneca House Advisors
Virginia
$557K -$156K -3,069 -22%
OBGC
2371
O'Brien Greene & Co
Pennsylvania
$557K
RZH
2372
Relyea Zuckerberg Hanson
Connecticut
$557K +$26.8K +525 +5%
BIA
2373
BHK Investment Advisors
Alabama
$557K +$31.5K +619 +6%
FH
2374
FWG Holdings
Florida
$556K -$1.73K -34 -0.3%
SAM
2375
Satovsky Asset Management
New York
$555K -$1.12K -22 -0.2%

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.