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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
RWML
2726
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$71.5K -$399 -9 -0.5%
HWM
2727
HighMark Wealth Management
Minnesota
$71K +$576 +13 +0.8%
MGIM
2728
M&G Investment Management
United Kingdom
$71K +$3.58M +80,804 +5%
CQS
2729
Credential Qtrade Securities
$70K -$2.44K -55 -3%
SSC
2730
Syverson Strege & Co
Iowa
$67K +$310 +7 +0.5%
WLPWM
2731
Walled Lake Planning & Wealth Management
Illinois
$66K +$22.5K +509 +50%
SFO
2732
Standard Family Office
South Dakota
$65K -$779K -17,589 -92%
KAS
2733
Kemnay Advisory Services
New York
$65K
BIA
2734
Bell Investment Advisors
California
$65K +$66.5K +1,500 New
NL
2735
NVWM LLC
Pennsylvania
$63K
RCM
2736
Regency Capital Management
Hawaii
$58K
CFA
2737
Cahill Financial Advisors
Minnesota
$58K +$59.8K +1,349 New
RA
2738
Resolute Advisors
California
$56K
FEG
2739
Financial Enhancement Group
Indiana
$54K -$709 -16 -1%
GG
2740
Gleason Group
Kentucky
$54K +$487 +11 +0.9%
JPLA
2741
Joseph P. Lucia & Associates
New York
$52K
CDIA
2742
Capital Directions Investment Advisors
Georgia
$52K +$40.2K +907 +307%
TAM
2743
Tucker Asset Management
Colorado
$51K +$14K +316 +37%
Belvedere Trading
2744
Belvedere Trading
Illinois
$49K +$52.7K +1,190 New
LPWM
2745
Lake Point Wealth Management
Texas
$48K -$6.2K -140 -11%
CWAF
2746
Core Wealth Advisors (Florida)
Florida
$48K
UFF
2747
USA Financial Formulas
Michigan
$48K +$47.8K +1,079 +2,698%
KA
2748
Kozak & Associates
Colorado
$46K +$41.4K +934 New
ECM
2749
EMC Capital Management
Texas
$45K +$354 +8 +0.8%
FGAM
2750
Financial Gravity Asset Management
Texas
$43K -$89 -2 -20%

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.