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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
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$39.2M +$6.13M +138,290 +18%
FWCM
252
Ferguson Wellman Capital Management
Oregon
$38.9M +$17.4M +393,460 +77%
BTCPP
253
Border to Coast Pensions Partnership
United Kingdom
$38.7M -$4.87M -110,000 -14%
AIMCA
254
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.7M +$9.88M +222,931 +33%
GIA
255
Guyasuta Investment Advisors
Pennsylvania
$38.6M +$8.37K +189 +0%
PAG
256
Private Advisor Group
New Jersey
$38.4M +$12M +271,678 +44%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$37.3M +$294K +6,647 +0.8%
TPSF
258
Texas Permanent School Fund
Texas
$37.3M -$2.83M -63,806 -7%
ST
259
Sabal Trust
Florida
$37M +$267K +6,020 +0.7%
QIM
260
Quantitative Investment Management
Virginia
$36.9M +$26.5M +597,297 +230%
MSL
261
Mackay Shields LLC
New York
$36.8M -$1.1M -24,770 -3%
AAM
262
AMI Asset Management
California
$36.5M -$940K -21,216 -2%
MAM
263
Madison Asset Management
Wisconsin
$36.3M +$16.1M +364,051 +76%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$36.1M -$5.3M -119,747 -12%
WorldQuant Millennium Advisors
265
WorldQuant Millennium Advisors
New York
$36.1M -$16.8M -378,992 -31%
CIA
266
Capital Investment Advisors
Georgia
$35.7M +$1.17M +26,454 +3%
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
$35.7M +$2.3M +51,826 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
268
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.1M +$2.41M +54,450 +7%
Pacer Advisors
269
Pacer Advisors
Pennsylvania
$34.9M +$17.2M +387,780 +92%
CI Investments Inc
270
CI Investments Inc
Ontario, Canada
$34.7M -$3.95M -89,112 -10%
Lazard Asset Management
271
Lazard Asset Management
New York
$34.7M -$31.7M -714,884 -47%
PA
272
Pinnacle Associates
New York
$33.9M +$715K +16,133 +2%
SBH
273
Segall Bryant & Hamill
Illinois
$33.8M -$316K -7,143 -0.9%
KAS
274
Kestra Advisory Services
Texas
$33.6M +$6.73M +151,936 +24%
ERSOT
275
Employees Retirement System of Texas
Texas
$33.4M +$8.76M +197,800 +34%

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.