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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
KOMWMG
2626
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K -$239K -5,404 -52%
FCIM
2627
Fairview Capital Investment Management
California
$217K -$97.9K -2,210 -30%
CB
2628
Cooke & Bieler
Pennsylvania
$217K -$55.1K -1,244 -20%
NWA
2629
Navis Wealth Advisors
New York
$217K +$224K +5,050 New
MIM
2630
Merrion Investment Management
New Jersey
$217K +$224K +5,066 New
PP
2631
Patron Partners
Texas
$215K -$29.7K -670 -12%
CA
2632
Centerpoint Advisors
Massachusetts
$215K
FWC
2633
First Washington Corp
Washington
$215K
SSWG
2634
Seven Springs Wealth Group
Tennessee
$215K +$221K +4,995 New
DA
2635
Denali Advisors
California
$215K +$222K +5,000 New
HCM
2636
Harvey Capital Management
Florida
$215K +$222K +5,000 New
WCFA
2637
Walkner Condon Financial Advisors
Wisconsin
$215K +$222K +5,002 New
HA
2638
HC Advisors
Georgia
$214K -$41.6K -938 -16%
NQWM
2639
Northwest Quadrant Wealth Management
Oregon
$214K -$17.3K -391 -7%
TIA
2640
Tandem Investment Advisors
South Carolina
$214K -$5.54K -125 -2%
TFGT
2641
TS Financial Group (TSFG)
Illinois
$214K +$310 +7 +0.1%
FSCM
2642
Front Street Capital Management
Montana
$214K +$220K +4,971 New
3F
2643
360 Financial
Minnesota
$213K +$220K +4,960 New
VC
2644
Veery Capital
Delaware
$213K +$220K +4,960 New
OWA
2645
Outlook Wealth Advisors
Texas
$211K -$10.1K -228 -4%
NPF
2646
Norris Perne & French
Michigan
$210K -$33.2K -750 -13%
BA
2647
BCM Advisors
Louisiana
$210K
BMWM
2648
Brown Miller Wealth Management
Virginia
$210K +$217K +4,898 New
DA
2649
DSC Advisors
Illinois
$207K +$213K +4,812 New
HCA
2650
Harbour Capital Advisors
Virginia
$207K +$214K +4,824 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.