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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
CCG
2451
Coastwise Capital Group
California
$497K +$57.8K +1,134 +14%
TI
2452
Truepoint Inc
Ohio
$497K +$136K +2,666 +39%
JCIA
2453
Jackson Creek Investment Advisors
Colorado
$496K -$226K -4,438 -31%
HGERS
2454
Householder Group Estate & Retirement Specialist
Arizona
$496K +$50.2K +986 +12%
DA
2455
Doliver Advisors
Texas
$496K +$482K +9,459 New
WAS
2456
Winch Advisory Services
Wisconsin
$495K -$13.9K -273 -3%
FMB
2457
Field & Main Bank
Kentucky
$495K +$155K +3,050 +48%
BFA
2458
Buttonwood Financial Advisors
Maryland
$495K +$209K +4,101 +77%
PWA
2459
Physician Wealth Advisors
Utah
$494K
VFG
2460
V2 Financial group
Illinois
$494K -$1.95M -38,198 -80%
HRC
2461
Hoertkorn Richard Charles
$491K -$40.8K -800 -8%
MCM
2462
McDonough Capital Management
Florida
$489K -$1.17K -23 -0.2%
ES
2463
Eagle Strategies
New York
$487K -$57.2K -1,122 -11%
KLI
2464
Kelman-Lazarov Inc
Tennessee
$485K -$21.5K -421 -4%
CCT
2465
Capital City Trust
Florida
$484K +$39.3K +771 +9%
AG
2466
Algert Global
California
$484K +$471K +9,238 New
DOA
2467
D'Orazio & Associates
Virginia
$483K +$53.1K +1,042 +13%
PAA
2468
Peregrine Asset Advisers
Oregon
$482K -$2.42M -47,546 -84%
SQA
2469
Simon Quick Advisors
New Jersey
$482K +$362K +7,101 +265%
SG
2470
Swarthmore Group
Pennsylvania
$481K -$5.77M -113,319 -93%
MWP
2471
Meridian Wealth Partners
Pennsylvania
$481K +$105K +2,054 +29%
CCM
2472
Condor Capital Management
New Jersey
$480K +$3.36K +66 +0.7%
OWA
2473
Octavia Wealth Advisors
Ohio
$480K +$110K +2,158 +31%
RWB
2474
RMR Wealth Builders
New Jersey
$478K +$4.64K +91 +1%
PCC
2475
Park Circle Company
Maryland
$477K

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.