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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
CCA
2651
Conservest Capital Advisors
Pennsylvania
$206K +$212K +4,790 New
JLBC
2652
J.L. Bainbridge & Co
Florida
$206K +$213K +4,797 New
RPSA
2653
Richard P. Slaughter Associates
Texas
$205K +$212K +4,789 New
FMI
2654
F/M Investments
District of Columbia
$204K +$210K +4,740 New
TAM
2655
Townsend Asset Management
North Carolina
$204K +$210K +4,744 New
GWM
2656
Greenhouse Wealth Management
Connecticut
$204K +$210K +4,750 New
HGWM
2657
Horst & Graben Wealth Management
Oregon
$203K +$209K +4,710 New
AGA
2658
Arkos Global Advisors
Texas
$203K +$209K +4,724 New
RW
2659
Rede Wealth
Virginia
$203K +$209K +4,725 New
GSIS
2660
Global Strategic Investment Solutions
Arizona
$202K -$22.1K -500 -10%
MFA
2661
McClarren Financial Advisors
Pennsylvania
$201K +$1.64K +37 +0.8%
CWM
2662
Cranbrook Wealth Management
Michigan
$201K +$11.5K +260 +6%
DW
2663
Domani Wealth
Pennsylvania
$201K +$207K +4,683 New
FPTW
2664
Franklin, Parlapiano, Turner & Welch
Texas
$200K +$206K +4,654 New
APC
2665
Aspire Private Capital
North Carolina
$198K -$20.8K -470 -9%
CC
2666
Corsicana & Co
Texas
$196K
LF
2667
Lee Financial
Texas
$196K +$30.2K +681 +18%
OIS
2668
Okabena Investment Services
Minnesota
$189K
TFA
2669
Toth Financial Advisory
Virginia
$188K +$354 +8 +0.2%
MHR
2670
Matthew Hamilton Rosenberg
$187K +$59.6K +1,346 +45%
MUMSS
2671
Mitsubishi UFJ Morgan Stanley Securities
Japan
$185K +$69.1K +1,560 +57%
SC
2672
Solstein Capital
California
$183K +$19.9K +450 +12%
BMD
2673
Better Money Decisions
New Mexico
$181K -$28.2K -636 -13%
AA
2674
Addison Advisors
Vermont
$181K +$1.68K +38 +0.9%
SC
2675
Sierra Capital
Florida
$177K -$73.7K -1,664 -29%

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.