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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
HWA
2676
HHM Wealth Advisors
Tennessee
$176K -$310 -7 -0.2%
AFG
2677
Albion Financial Group
Utah
$174K -$4.61K -104 -3%
KIG
2678
Kowal Investment Group
Wisconsin
$168K -$67.4K -1,522 -28%
KFS
2679
Kelly Financial Services
Massachusetts
$168K -$5.46M -123,269 -97%
MWA
2680
Moser Wealth Advisors
Washington
$167K
TIM
2681
Tortoise Investment Management
New York
$163K -$56.5K -1,275 -25%
LAS
2682
Lloyd Advisory Services
Georgia
$161K -$132K -2,989 -44%
CCA
2683
Column Capital Advisors
Indiana
$160K +$443 +10 +0.3%
SQA
2684
Simon Quick Advisors
New Jersey
$160K +$22.8K +514 +16%
WIM
2685
Westside Investment Management
California
$159K +$22.2K +502 +4%
CPC
2686
Consolidated Planning Corp
Georgia
$157K +$162K +3,646 New
EI
2687
Ellevest Inc
New York
$155K +$1.28K +29 +0.8%
CWC
2688
Carolinas Wealth Consulting
North Carolina
$152K -$113K -2,543 -42%
CWM
2689
Cedar Wealth Management
California
$152K
AFS
2690
Annapolis Financial Services
Maryland
$151K +$8.73K +197 +6%
GPA
2691
Guidance Point Advisors
Massachusetts
$151K +$156K +3,521 New
BAM
2692
Bellevue Asset Management
Washington
$149K +$44 +1 +0%
RAM
2693
Riggs Asset Management
Pennsylvania
$148K -$3.01K -68 -2%
T2I
2694
Turim 21 Investimentos
Brazil
$147K
MTCM
2695
Mint Tower Capital Management
Netherlands
$144K +$148K +3,338 New
RG
2696
Retirement Group
California
$137K +$9.75K +220 +7%
DFCM
2697
Dark Forest Capital Management
Puerto Rico
$137K +$11.1K +250 +9%
BEI
2698
Benjamin Edwards Inc
Missouri
$133K +$89.5K +2,020 +190%
CIAS
2699
CBIZ Investment Advisory Services
Ohio
$129K
LD
2700
Lipe & Dalton
New York
$122K

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.