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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
AAS
551
Avantax Advisory Services
Texas
$9.97M +$282K +6,367 +3%
CA
552
Commerzbank Aktiengesellschaft
Germany
$9.96M +$2.84M +64,010 +38%
KFP
553
Keystone Financial Planning
Ohio
$9.96M -$256K -5,780 -2%
MAM
554
Majedie Asset Management
United Kingdom
$9.89M -$5.71M -128,839 -36%
MLL
555
Moody Lynn & Lieberson
Massachusetts
$9.85M +$4.46M +100,594 +78%
Capstone Investment Advisors
556
Capstone Investment Advisors
New York
$9.84M +$5.61M +126,717 +124%
LW
557
Linscomb Wealth
Texas
$9.77M +$206K +4,642 +2%
SAM
558
Sabadell Asset Management
Spain
$9.76M +$5.88M +132,709 +141%
TPCW
559
TD Private Client Wealth
New York
$9.72M -$3.68M -83,047 -27%
ANBT
560
American National Bank & Trust
Texas
$9.69M -$38.6K -871 -0.4%
AP
561
Advisor Partners
California
$9.67M -$273K -6,168 -3%
AI
562
Atria Investments
North Carolina
$9.61M -$233K -5,254 -2%
BIA
563
Barry Investment Advisors
Massachusetts
$9.6M -$87.4K -1,972 -0.9%
GHAM
564
Gilman Hill Asset Management
Connecticut
$9.54M -$44.3K -1,000 -0.4%
IAA
565
Independent Advisor Alliance
North Carolina
$9.51M +$201K +4,538 +2%
SFI
566
Siemens Fonds Invest
Germany
$9.49M +$503K +11,349 +5%
FTC
567
Farmers Trust Company
Ohio
$9.48M -$1.12M -25,176 -10%
Lido Advisors
568
Lido Advisors
California
$9.43M -$1.29M -29,209 -12%
CII
569
Capital International Inc
California
$9.43M -$644K -14,536 -6%
KIA
570
KCM Investment Advisors
California
$9.41M -$157K -3,547 -2%
ATC
571
Argent Trust Co
Tennessee
$9.36M -$398K -8,988 -4%
DY
572
Dowling & Yahnke
California
$9.35M +$51.1K +1,154 +0.5%
LDFR
573
Lehman & Derafelo Financial Resources
Pennsylvania
$9.29M -$105K -2,360 -1%
FMC
574
First Merchants Corp
Indiana
$9.29M -$17.2K -388 -0.2%
VVP
575
Venture Visionary Partners
Ohio
$9.26M +$1.4M +31,628 +17%

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.