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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
CPFP
2776
Clear Perspectives Financial Planning
Ohio
$14K
SCA
2777
Stuart Chaussee & Associates
California
$13K
HFS
2778
HBC Financial Services
Washington
$13K +$2.3K +52 +19%
TWP
2779
TFO Wealth Partners
Ohio
$13K +$5.63K +127 +76%
WIM
2780
Wilen Investment Management
Florida
$13K +$13.3K +300 New
ACM
2781
Anfield Capital Management
California
$12K +$12.4K +280 New
BBHC
2782
Brown Brothers Harriman & Co
New York
$11K -$786K -17,743 -6%
JMF
2783
Johnson Midwest Financial
Iowa
$11K -$1.59K -36 -13%
JWM
2784
Jackson Wealth Management
Florida
$11K +$42.9K +968 +2%
CPWM
2785
Cypress Point Wealth Management
Texas
$9K
FA
2786
Fortis Advisors
Pennsylvania
$9K +$89 +2 +0.9%
GI
2787
GS Investments
Minnesota
$9K +$8.86K +200 New
GIA
2788
Goodwin Investment Advisory
Georgia
$9K +$9.75K +220 New
IHWM
2789
Iron Horse Wealth Management
Iowa
$8K
SL
2790
Savior LLC
Massachusetts
$7K -$67.5K -1,524 -91%
HCM
2791
Horrell Capital Management
Arkansas
$7K
WIA
2792
Wealthstreet Investment Advisors
Texas
$5K -$13.7K -309 -73%
FWM
2793
Filbrandt Wealth Management
Wisconsin
$5K -$9.75K -220 -66%
ST
2794
Sageworth Trust
Pennsylvania
$5K -$8.86K -200 -61%
IWP
2795
IAG Wealth Partners
Wisconsin
$5K +$3.32K +75 +234%
LWA
2796
Lowe Wealth Advisors
Maryland
$4K
SPWG
2797
Sage Private Wealth Group
Illinois
$4K
GC
2798
Globeflex Capital
California
$4K +$2.17K +49 +136%
YAL
2799
Your Advocates Ltd
Texas
$4K +$4.43K +100 New
TG
2800
TCW Group
California
$3.59K +$47.2K +1,066 +1%

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.