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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
AFS
2601
Axiom Financial Strategies
Indiana
$229K +$133 +3 +0.1%
HWA
2602
Heartwood Wealth Advisors
Virginia
$229K +$2.83K +64 +1%
DI
2603
DFPG Investments
Utah
$229K +$243K +5,486 New
CIA
2604
Cascade Investment Advisors
Oregon
$229K
AA
2605
Aufman Associates
Pennsylvania
$228K -$1.99K -45 -0.8%
SAF
2606
Smith Anglin Financial
Texas
$227K -$16.1K -364 -6%
BWM
2607
BCGM Wealth Management
Indiana
$227K +$17.9K +405 +8%
PG
2608
Prostatis Group
Maryland
$226K +$222 +5 +0.1%
BA
2609
Birinyi Associates
Connecticut
$226K
APWM
2610
Atlas Private Wealth Management
New York
$226K +$233K +5,255 New
QT
2611
Quantamental Technologies
New York
$226K +$233K +5,266 New
TA
2612
TFG Advisers
Michigan
$226K +$233K +5,266 New
AA
2613
AlphaMark Advisors
Kentucky
$224K +$4.08K +92 +2%
ACM
2614
Armbruster Capital Management
New York
$223K +$2.92K +66 +1%
TLFA
2615
True Link Financial Advisors
California
$221K
GA
2616
Gateway Advisory
New Jersey
$221K +$228K +5,143 New
DC
2617
DeDora Capital
California
$220K -$15.4K -348 -6%
CFN
2618
Cordasco Financial Network
Florida
$220K -$6.87K -155 -3%
ICP
2619
Interchange Capital Partners
Pennsylvania
$219K -$38.8K -875 -15%
SCM
2620
Stonehearth Capital Management
Massachusetts
$219K +$225K +5,085 New
NRI
2621
NFP Retirement Inc
California
$219K +$225K +5,082 New
FMB
2622
Field & Main Bank
Kentucky
$218K -$8.86K -200 -4%
FC
2623
Financial Council
Maryland
$218K +$225K +5,078 New
ODFS
2624
O'Donnell Financial Services
California
$218K +$225K +5,078 New
ODIJL
2625
One Day In July LLC
Vermont
$218K +$225K +5,080 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.