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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
NCM
2551
Novare Capital Management
North Carolina
$252K +$14.4K +326 +6%
RCG
2552
Rock Creek Group
District of Columbia
$251K -$219K -4,949 -46%
FA
2553
Financial Advisors
Massachusetts
$251K +$15.1K +341 +6%
CWM
2554
Campbell Wealth Management
Virginia
$250K +$89 +2 +0%
COF
2555
Capital One Financial
Virginia
$250K +$5.63K +127 +2%
AFAS
2556
Acorn Financial Advisory Services
Virginia
$249K -$199K -4,500 -44%
D
2557
Diversified
Delaware
$249K +$620 +14 +0.2%
FWSM
2558
First Wilshire Securities Management
California
$249K +$13K +294 +5%
NEWAS
2559
N.E.W. Advisory Services
Wisconsin
$248K +$4.65K +105 +2%
WP
2560
WealthShield Partners
North Carolina
$247K -$169K -3,808 -40%
RIM
2561
Rockbridge Investment Management
New York
$247K +$12.6K +285 +5%
FAFN
2562
First Affirmative Financial Network
Colorado
$247K +$254K +5,742 New
SHIM
2563
Stone House Investment Management
Pennsylvania
$246K
AWS
2564
AJ Wealth Strategies
New York
$246K +$222 +5 +0.1%
GC
2565
GFG Capital
Florida
$245K
HWMA
2566
Heritage Wealth Management (Arizona)
Arizona
$244K
HPIA
2567
Hamilton Point Investment Advisors
North Carolina
$243K +$12.2K +275 +5%
PO
2568
Private Ocean
California
$243K +$71.9K +1,623 +40%
FA
2569
Faithward Advisors
Pennsylvania
$243K +$251K +5,658 New
BI
2570
Berkeley Inc
Idaho
$242K +$1.28K +29 +0.5%
SCG
2571
Sonata Capital Group
Washington
$242K -$81.5K -1,839 -25%
PFC
2572
Phocas Financial Corp
California
$242K
ATIA
2573
American Trust Investment Advisors
New Hampshire
$242K +$5.09K +115 +2%
BWM
2574
Blossom Wealth Management
California
$242K +$249K +5,626 New
UWPG
2575
Ullmann Wealth Partners Group
Florida
$242K +$249K +5,630 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.