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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
G
2576
Gainplan
Michigan
$242K +$254K +5,740 New
SWP
2577
Strategic Wealth Partners
Ohio
$241K +$1.86K +42 +0.8%
CAG
2578
Curtis Advisory Group
California
$241K +$4.92K +111 +2%
TPW
2579
TL Private Wealth
Texas
$241K +$245K +5,529 New
PH
2580
Pinnacle Holdings
Oklahoma
$240K -$13.6K -307 -5%
AIS
2581
American Investment Services
Massachusetts
$240K +$3.32K +75 +1%
ACM
2582
Antonetti Capital Management
Florida
$240K +$247K +5,580 New
LBD
2583
Landsberg Bennett & Dubbaneh
Florida
$239K -$48.1K -1,086 -16%
AI
2584
ArchPoint Investors
Florida
$239K +$246K +5,547 New
QC
2585
QCM Cayman
Texas
$238K -$59K -1,331 -19%
DWM
2586
Defined Wealth Management
Oregon
$238K +$2.21K +50 +0.9%
ACM
2587
AUA Capital Management
Pennsylvania
$237K -$79.7K -1,800 -25%
ACM
2588
Alethea Capital Management
Washington
$237K
AIA
2589
Armor Investment Advisors
North Carolina
$237K +$44 +1 +0%
TWM
2590
Titus Wealth Management
California
$235K -$4.74K -107 -2%
BWM
2591
Birchcreek Wealth Management
Ohio
$235K
BFS
2592
Bickling Financial Services
Massachusetts
$235K +$1.28K +29 +0.5%
HCM
2593
Hollencrest Capital Management
California
$234K -$59.3K -1,339 -20%
BCCM
2594
Bridge Creek Capital Management
Massachusetts
$234K +$241K +5,432 New
KWM
2595
Keebeck Wealth Management
Illinois
$233K -$171K -3,855 -42%
RCM
2596
RB Capital Management
Nevada
$231K -$40.7K -919 -15%
MWM
2597
MBE Wealth Management
Wisconsin
$231K +$3.81K +86 +2%
VCG
2598
Vantage Consulting Group
Virginia
$230K -$12.6K -285 -5%
DC
2599
Derby & Company
Massachusetts
$230K
CCM
2600
Copeland Capital Management
Pennsylvania
$229K

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.