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Pfizer
PFE

3,262 hedge funds and large institutions have $222B invested in Pfizer in 2021 Q4 according to their latest regulatory filings, with 589 funds opening new positions, 1,254 increasing their positions, 1,155 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more first-time investments, than exits

New positions opened: 589 | Existing positions closed: 86

136% more funds holding in top 10

Funds holding in top 10: 106 → 250 (+144)

39% more capital invested

Capital invested by funds: $160B → $222B (+$62.1B)

16% more funds holding

Funds holding: 2,803 → 3,262 (+459)

9% more repeat investments, than reductions

Existing positions increased: 1,254 | Existing positions reduced: 1,155

1% more call options, than puts

Call options by funds: $5.34B | Put options by funds: $5.26B

0.96% more ownership

Funds ownership: 66.41% → 67.38% (+0.96%)

Holders
3,262
Holders Change
+459
Holders Change %
+16.38%
% of All Funds
50.2%
Holding in Top 10
250
Holding in Top 10 Change
+144
Holding in Top 10 Change %
+135.85%
% of All Funds
3.85%
New
589
Increased
1,254
Reduced
1,155
Closed
86
Calls
$5.34B
Puts
$5.26B
Net Calls
+$77M
Net Calls Change
-$240M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$519M
2
Coatue Management
Coatue Management
New York
+$511M
3
DGM
Darwin Global Management
Jersey
+$381M
4
JP Morgan Chase
JP Morgan Chase
New York
+$314M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$271M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$433M
2
Sanders Capital
Sanders Capital
Florida
-$324M
3
Renaissance Technologies
Renaissance Technologies
New York
-$321M
4
Wells Fargo
Wells Fargo
California
-$229M
5
Capital World Investors
Capital World Investors
California
-$223M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2951
Wealthstream Advisors
New York
$266K +$223K +4,507 New
RW
2952
REDW Wealth
New Mexico
$266K +$224K +4,511 New
SIM
2953
Sadoff Investment Management
Wisconsin
$265K +$222K +4,480 New
BA
2954
Bluesphere Advisors
Pennsylvania
$265K +$223K +4,492 New
SIAG
2955
Safeguard Investment Advisory Group
California
$265K +$223K +4,501 New
WWG
2956
West Wealth Group
California
$264K +$222K +4,481 New
OWA
2957
Outlook Wealth Advisors
Texas
$263K -$21.8K -439 -9%
MHR
2958
Matthew Hamilton Rosenberg
$263K +$5.25K +106 +2%
GSWM
2959
Greenup Street Wealth Management
Michigan
$262K +$220K +4,434 New
AAM
2960
Autus Asset Management
Arizona
$261K +$219K +4,417 New
RWM
2961
Reston Wealth Management
Virginia
$261K +$219K +4,422 New
SCM
2962
Seascape Capital Management
New Hampshire
$261K +$219K +4,426 New
BWA
2963
Beam Wealth Advisors
Louisiana
$260K -$200K -4,042 -48%
OIS
2964
Okabena Investment Services
Minnesota
$259K – – –
TFA
2965
Toth Financial Advisory
Virginia
$259K +$347 +7 +0.2%
LWM
2966
Loveless Wealth Management
Montana
$259K +$218K +4,393 New
PWM
2967
PRW Wealth Management
Massachusetts
$258K +$217K +4,379 New
HCM
2968
Hudson Capital Management
New Jersey
$257K +$215K +4,348 New
CAM
2969
Concorde Asset Management
Michigan
$257K +$215K +4,349 New
FPIS
2970
Financial Planning & Information Services
Wisconsin
$257K +$216K +4,354 New
RIS
2971
Retirement Income Solutions
Michigan
$257K +$216K +4,355 New
HCM
2972
Highview Capital Management
Illinois
$256K +$215K +4,341 New
PFA
2973
Pathway Financial Advisors
Vermont
$256K +$241K +4,861 New
PP
2974
PFS Partners
New Jersey
$256K +$214K +4,328 New
MCM
2975
Mattern Capital Management
Colorado
$255K +$214K +4,310 New
117 118
119
120 121

PFE Hedge Fund Activity: Q4 2021 in Review

3,262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2021, worth a combined $222B — up 39% from $160B a quarter earlier.

Buyers outnumbered sellers: 589 funds opened new PFE positions and 86 closed out — a net gain of 503 holders — while 1,254 added to existing stakes and 1,155 trimmed.

The largest buyer was DZ Bank, adding an estimated $519M. The largest seller was Boston Partners, cutting an estimated $433M.

  • 3,262 institutional investors held Pfizer (PFE) as of Q4 2021, up from 2,803 in Q3 2021.
  • Funds reported $222B of Pfizer stock for Q4 2021, up 39% quarter-over-quarter.
  • 589 funds opened new Pfizer positions in Q4 2021 and 86 closed out, a net change of +503 holders.
  • The largest Pfizer buyer in Q4 2021 was DZ Bank, an estimated $519M added.
  • The largest Pfizer seller in Q4 2021 was Boston Partners, an estimated $433M sold.

Based on aggregated 13F filings for Q4 2021.