We are live on ! Find out more

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
BIMC
2751
Benson Investment Management Company
Virginia
$43K
TVWM
2752
Tower View Wealth Management
Wisconsin
$43K +$44.3K +1,000 New
PFA
2753
Professional Financial Advisors
Nebraska
$40K +$44 +1 +0.1%
AWM
2754
Activest Wealth Management
Florida
$33K -$28.8K -651 -46%
CMA
2755
Cedar Mountain Advisors
Oregon
$33K -$2.97K -67 -8%
AW
2756
Avion Wealth
Texas
$32K +$4.43K +100 +16%
ODG
2757
O'Dell Group
Ohio
$31K +$32.2K +726 New
CAC
2758
Core Alternative Capital
Georgia
$30K +$31.4K +709 New
EWA
2759
Evolution Wealth Advisors
Florida
$28K
GKWIM
2760
Gerber Kawasaki Wealth & Investment Management
California
$26K -$1.14M -25,820 -100%
IWA
2761
IBEX Wealth Advisors
New Jersey
$26K +$26.6K +601 New
WFA
2762
West Financial Advisors
Iowa
$25K
BA
2763
Bellwether Advisors
Nebraska
$24K +$19.9K +449 +371%
RTL
2764
Red Tortoise LLC
Georgia
$24K +$24.7K +558 New
GCM
2765
Gladius Capital Management
Illinois
$23K -$102K -2,300 -82%
AWM
2766
Avondale Wealth Management
Texas
$22K
RCC
2767
Red Cedar Capital
Nebraska
$22K
Baillie Gifford & Co
2768
Baillie Gifford & Co
United Kingdom
$22K +$22.1K +500 New
AIA
2769
Arcadia Investment Advisors
Idaho
$21.5K
NWM
2770
Navigation Wealth Management
Colorado
$18K
IPW
2771
IronBridge Private Wealth
Texas
$18K +$44 +1 +0.2%
CFG
2772
CKW Financial Group
Hawaii
$18K +$2.21K +50 +13%
HF
2773
Halpern Financial
Virginia
$16.7K
MIM
2774
Meridiem Investment Management
United Kingdom
$15K
BCPWM
2775
Bradley & Co Private Wealth Management
Florida
$14K

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.