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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
SJIC
301
St. James Investment Company
Texas
$28.8M -$2.41M -54,331 -7%
RPI
302
Railway Pension Investments
United Kingdom
$28.8M +$29.7M +670,100 New
WBC
303
Westpac Banking Corp
Australia
$28.5M -$7.6M -171,565 -21%
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$28.3M -$951K -21,463 -3%
HC
305
Henshaw Capital
Massachusetts
$28.1M +$1.37M +31,000 +5%
SGA
306
Sector Gamma AS
Norway
$28M -$21.6M -488,385 -43%
BB
307
Busey Bank
Illinois
$27.9M +$4.57M +103,187 +19%
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$27.7M +$1.86M +42,015 +7%
JGUA
309
John G. Ullman & Associates
New York
$27.7M -$450K -10,163 -2%
WF
310
Welch & Forbes
Massachusetts
$27.5M -$114K -2,575 -0.4%
USCWA
311
U.S. Capital Wealth Advisors
Texas
$27.5M +$28.5M +643,441 New
CAN
312
Cetera Advisor Networks
California
$26.9M +$359K +8,109 +1%
NAM
313
NorthCoast Asset Management
Connecticut
$26.8M +$111K +2,505 +0.4%
Bank Julius Baer & Co
314
Bank Julius Baer & Co
Switzerland
$26.8M +$5.7M +128,571 +26%
GF
315
Gabelli Funds
New York
$26.8M +$4.13M +93,125 +18%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$26.5M +$12M +271,440 +79%
SP
317
Sarasin & Partners
United Kingdom
$26M -$4.08K -92 -0%
DCM
318
Discovery Capital Management
Connecticut
$25.6M +$11.7M +263,900 +79%
SCM
319
Sirios Capital Management
Massachusetts
$25.5M +$794K +17,929 +3%
PI
320
PineBridge Investments
New York
$25.1M +$1.65M +37,274 +7%
FCI
321
Financial Counselors Inc
Kansas
$25.1M -$531K -11,976 -2%
DWM
322
Destination Wealth Management
California
$25.1M -$25.8K -582 -0.1%
AAM
323
Advisors Asset Management
Colorado
$25M -$3.92M -88,404 -13%
CTC
324
Central Trust Company
Missouri
$25M -$43.6K -984 -0.2%
CFC
325
Cincinnati Financial Corp
Ohio
$24.9M

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.