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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
CH
2701
Canton Hathaway
Rhode Island
$120K +$41.9K +945 +51%
DWP
2702
Destiny Wealth Partners
Florida
$119K -$283K -6,396 -70%
JEST
2703
JTC Employer Solutions Trustee
Jersey
$117K
PPWM
2704
PFG Private Wealth Management
Florida
$115K +$119K +2,682 New
EARNEST Partners
2705
EARNEST Partners
Georgia
$114K
PP
2706
Pacifica Partners
Canada
$108K +$177 +4 +0.2%
SFP
2707
Sterling Financial Planning
New Jersey
$105K -$304K -6,864 -74%
SAM
2708
Strategic Asset Management
Minnesota
$102K +$106K +2,396 New
DWMG
2709
DB Wealth Management Group
California
$98K
TCWA
2710
Ten Capital Wealth Advisors
Washington
$95K -$2.5M -56,362 -96%
TCM
2711
TD Capital Management
Tennessee
$94K +$354 +8 +0.4%
AWM
2712
Atticus Wealth Management
Florida
$93K -$102K -2,303 -51%
SFPG
2713
Stonebridge Financial Planning Group
Florida
$92K -$4.43K -100 -5%
SMG
2714
Spectrum Management Group
Indiana
$91K +$93.9K +2,119 New
MAM
2715
McCarthy Asset Management
California
$90K +$89 +2 +0.1%
MIM
2716
Macroview Investment Management
Maryland
$88K
MS
2717
Mizuho Securities
Japan
$87K -$82.4K -1,860 -48%
ICM
2718
Islay Capital Management
Texas
$87K
CIR
2719
Clear Investment Research
Georgia
$86K
CL
2720
CSS LLC
Illinois
$86K +$88.6K +2,000 New
OBWP
2721
O'Brien Wealth Partners
Massachusetts
$84K +$87.4K +1,974 New
DTIM
2722
Danda Trouve Investment Management
Kansas
$82K
Nisa Investment Advisors
2723
Nisa Investment Advisors
Missouri
$75.8K -$718K -16,200 -0.9%
BAM
2724
Baldrige Asset Management
Pennsylvania
$75K -$5.36K -121 -7%
SC
2725
Steph & Co
Wisconsin
$74K

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.