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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
LSV Asset Management
26
LSV Asset Management
Illinois
$948M +$8.68M +195,996 +0.9%
PPA
27
Parametric Portfolio Associates
Washington
$891M -$284M -6,418,194 -24%
Invesco
28
Invesco
Georgia
$879M -$23.6M -532,523 -3%
Amundi
29
Amundi
France
$862M -$3.32M -74,835 -0.4%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$813M +$3.49M +78,804 +0.4%
Sanders Capital
31
Sanders Capital
Florida
$808M -$651M -14,691,363 -44%
Ameriprise
32
Ameriprise
Minnesota
$802M +$50M +1,129,497 +6%
Goldman Sachs
33
Goldman Sachs
New York
$801M +$143M +3,225,374 +21%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$778M +$460K +10,382 +0.1%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$777M +$241M +5,450,866 +45%
UBS Group
36
UBS Group
Switzerland
$744M +$11.1M +251,439 +1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$663M +$141M +3,176,236 +26%
Barclays
38
Barclays
United Kingdom
$625M +$198M +4,470,323 +44%
Boston Partners
39
Boston Partners
Massachusetts
$585M +$9.3M +209,908 +2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$554M -$19.9M -448,463 -3%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$548M -$197M -4,440,076 -26%
Principal Financial Group
42
Principal Financial Group
Iowa
$541M +$35.5M +801,981 +7%
Allianz Asset Management
43
Allianz Asset Management
Germany
$535M +$339M +7,648,286 +159%
ClearBridge Investments
44
ClearBridge Investments
New York
$525M +$3.83M +86,436 +0.7%
Stifel Financial
45
Stifel Financial
Missouri
$505M +$19.1M +431,206 +4%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$502M -$27.8M -627,659 -5%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$496M -$2.06M -46,591 -0.4%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$466M +$133M +3,000,995 +38%
JIM
49
Jensen Investment Management
Oregon
$459M -$32.2M -727,361 -6%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$458M -$45.9M -1,035,221 -9%

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.