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2,804 hedge funds and large institutions have $160B invested in Pfizer in 2021 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,218 increasing their positions, 1,120 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 87

51% more funds holding in top 10

Funds holding in top 10: 70106 (+36)

10% more capital invested

Capital invested by funds: $145B → $160B (+$14.6B)

3% more funds holding

Funds holding: 2,7332,804 (+71)

10% more call options, than puts

Call options by funds: $3.51B | Put options by funds: $3.19B

9% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,120

0.07% less ownership

Funds ownership: 66.48%66.41% (-0.07%)

Holders
2,804
Holders Change
+71
Holders Change %
+2.6%
% of All Funds
49.08%
Holding in Top 10
106
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+51.43%
% of All Funds
1.86%
New
192
Increased
1,218
Reduced
1,120
Closed
87
Calls
$3.51B
Puts
$3.19B
Net Calls
+$317M
Net Calls Change
+$557M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
2476
New World Advisors
Massachusetts
$292K -$637K -14,386 -68%
DWM
2477
Darwin Wealth Management
Florida
$292K -$209K -4,708 -41%
TF
2478
TimeScale Financial
Massachusetts
$292K +$2.21K +50 +0.7%
LC
2479
Landaas & Company
Wisconsin
$291K -$16.4K -370 -5%
DOA
2480
D'Orazio & Associates
Virginia
$291K +$24K +542 +9%
AWM
2481
Accel Wealth Management
Iowa
$290K -$2.7K -61 -0.9%
BFG
2482
Barber Financial Group
Kansas
$290K +$5.89K +133 +2%
IUHSA
2483
Itau Unibanco Holding S.A.
Brazil
$290K +$199K +4,498 +201%
OPWM
2484
Oxinas Partners Wealth Management
Indiana
$289K -$3.46K -78 -1%
RSS
2485
Rosenblum Silverman Sutton
California
$289K
DI
2486
Disciplined Investments
Oklahoma
$288K +$133 +3 +0%
IFO
2487
Independent Family Office
New York
$286K -$19K -428 -6%
EIP
2488
Ellis Investment Partners
Pennsylvania
$285K -$6.07K -137 -2%
SAG
2489
Spotlight Asset Group
Illinois
$285K +$8.33K +188 +3%
CC
2490
Cornerstone Capital
California
$284K
AF
2491
Aldebaran Financial
$284K +$40K +904 +16%
EIG
2492
Ellenbecker Investment Group
Wisconsin
$283K +$4.65K +105 +2%
SG
2493
Somerset Group
Minnesota
$282K
PGAM
2494
Princeton Global Asset Management
New Jersey
$282K +$133 +3 +0%
OFA
2495
Oak Family Advisors
Illinois
$281K -$35.4K -800 -11%
CM
2496
Castleark Management
Illinois
$280K
CA
2497
CastleArk Alternatives
Illinois
$280K +$288K +6,500 New
WI
2498
WBI Investments
New Jersey
$278K -$3.55M -80,043 -92%
RB
2499
Renasant Bank
Mississippi
$278K -$220K -4,959 -43%
PFA
2500
Pinnacle Family Advisors
Missouri
$278K +$286K +6,457 New

PFE Hedge Fund Activity: Q3 2021 in Review

2,804 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2021, worth a combined $160B — up 10% from $145B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PFE positions and 87 closed out — a net gain of 105 holders — while 1,218 added to existing stakes and 1,120 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $660M. The largest seller was Wellington Management Group, cutting an estimated $920M.

  • 2,804 institutional investors held Pfizer (PFE) as of Q3 2021, up from 2,733 in Q2 2021.
  • Funds reported $160B of Pfizer stock for Q3 2021, up 10% quarter-over-quarter.
  • 192 funds opened new Pfizer positions in Q3 2021 and 87 closed out, a net change of +105 holders.
  • The largest Pfizer buyer in Q3 2021 was T. Rowe Price Associates, an estimated $660M added.
  • The largest Pfizer seller in Q3 2021 was Wellington Management Group, an estimated $920M sold.

Based on aggregated 13F filings for Q3 2021.