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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
CAM
2501
Claret Asset Management
Quebec, Canada
$276K -$161K -3,637 -36%
SFC
2502
SYM Financial Corp
Indiana
$276K +$37.6K +849 +15%
LSA
2503
Lion Street Advisors
Texas
$276K +$287K +6,475 New
JFA
2504
Johanson Financial Advisors
California
$275K +$8.95K +202 +3%
HA
2505
HYA Advisors
Missouri
$274K +$1.73K +39 +0.6%
MSR
2506
Main Street Research
Connecticut
$274K +$41.2K +930 +17%
P
2507
&Partners
Tennessee
$273K +$443 +10 +0.2%
WC
2508
Weil Company
California
$272K
BBW
2509
Blue Barn Wealth
Utah
$272K +$280K +6,331 New
SMF
2510
Sterling Manor Financial
New York
$270K +$278K +6,270 New
NC
2511
NBW Capital
Massachusetts
$269K -$77K -1,737 -22%
LFG
2512
Lazard Frères Gestion
France
$268K
LWP
2513
Legacy Wealth Planning
Nevada
$268K
SFFS
2514
Stonehage Fleming Financial Services
Jersey
$268K
TW
2515
Towerpoint Wealth
California
$267K
WCG
2516
Weaver Consulting Group
California
$267K +$2.48K +56 +0.9%
DIM
2517
Delta Investment Management
California
$266K -$15.8K -356 -5%
AAM
2518
Ascension Asset Management
New York
$266K
OKSA
2519
O'Keefe Stevens Advisory
New York
$266K
LWP
2520
Lumature Wealth Partners
Georgia
$265K
ML
2521
McAdam LLC
Pennsylvania
$265K +$5.05K +114 +2%
WOSD
2522
WFA of San Diego
California
$264K +$10.4K +234 +4%
RPG
2523
Resource Planning Group
Georgia
$263K -$11.5K -259 -4%
BA
2524
Bridge Advisory
California
$263K
CRWM
2525
Castle Rock Wealth Management
California
$261K -$15.3K -346 -6%

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.