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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
VCM
2526
Versant Capital Management
Arizona
$261K -$15.2K -342 -5%
RCM
2527
Requisite Capital Management
Texas
$261K +$13.3K +300 +5%
GIP
2528
Greatmark Investment Partners
Georgia
$259K
SRIM
2529
Saratoga Research & Investment Management
California
$259K
PWM
2530
Prentice Wealth Management
New York
$258K -$3.94K -89 -1%
AIC
2531
Ayalon Insurance Company
Israel
$258K
DS
2532
Dudley & Shanley
Florida
$258K
NFSG
2533
Newbridge Financial Services Group
Florida
$258K +$73.2K +1,652 +38%
MAM
2534
Morse Asset Management
Connecticut
$258K +$266K +6,000 New
CCM
2535
Crabel Capital Management
California
$257K -$45.2K -1,021 -15%
CL
2536
COWA LLC
Oklahoma
$257K -$22K -496 -8%
GTCM
2537
Gyon Technologies Capital Management
New Jersey
$256K -$3.35M -75,572 -93%
PCFFS
2538
Pacific Center for Financial Services
California
$256K +$13.8K +312 +6%
MC
2539
Miramar Capital
Illinois
$255K
CFD
2540
Creative Financial Designs
Indiana
$255K +$17.3K +391 +7%
BOS
2541
Bank of Stockton
California
$255K +$33.9K +766 +15%
OCM
2542
Orion Capital Management
California
$254K
FA
2543
Fermata Advisors
California
$254K +$261K +5,902 New
RWA
2544
RGT Wealth Advisors
Texas
$254K +$262K +5,904 New
MF
2545
Montis Financial
Massachusetts
$253K -$83.1K -1,875 -24%
TCM
2546
Tufton Capital Management
Maryland
$253K -$9.35K -211 -3%
NCM
2547
Neumann Capital Management
California
$253K
GWM
2548
Gray Wealth Management
Maine
$253K +$16.6K +375 +7%
PFA
2549
Pettinga Financial Advisors
Indiana
$253K +$261K +5,892 New
WMC
2550
Westwood Management Corporation
Illinois
$252K

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.