We are live on ! Find out more

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
BU
576
BBVA USA
Alabama
$9.24M -$224K -5,059 -2%
FI
577
Fosun International
China
$9.23M -$11.9M -269,420 -56%
LA
578
Lynch & Associates
Indiana
$9.19M +$118K +2,673 +1%
DWM
579
Dorchester Wealth Management
Quebec, Canada
$9.18M +$160K +3,615 +2%
WSFS
580
Wilmington Savings Fund Society
Delaware
$9.05M -$26.2K -591 -0.3%
MIA
581
MainStreet Investment Advisors
Illinois
$9.03M -$416K -9,400 -4%
SIS
582
Sound Income Strategies
Florida
$8.98M +$1.14M +25,638 +14%
BHB
583
Bank Hapoalim BM
Israel
$8.97M +$6.23M +140,673 +208%
MDCM
584
Morgan Dempsey Capital Management
Wisconsin
$8.94M -$493K -11,131 -5%
BWM
585
Buckley Wealth Management
Nevada
$8.92M -$64.6K -1,459 -0.7%
HB
586
Homrich & Berg
Georgia
$8.87M +$126K +2,835 +1%
JPMIA
587
J.P. Marvel Investment Advisors
Massachusetts
$8.86M +$225K +5,084 +3%
MCM
588
MAI Capital Management
Ohio
$8.83M -$8.68K -196 -0.1%
JIC
589
Johnson Investment Counsel
Ohio
$8.83M +$909K +20,510 +11%
GI
590
GAMCO Investors
Connecticut
$8.83M -$272K -6,134 -3%
MCM
591
Maryland Capital Management
Maryland
$8.82M -$515K -11,623 -5%
RBA
592
Richard Bernstein Advisors
New York
$8.72M +$475K +10,721 +6%
WC
593
Whitney & Co
New York
$8.66M +$149K +3,371 +2%
UH
594
Unigestion Holding
Switzerland
$8.65M -$1.19M -26,915 -12%
RWA
595
Ropes Wealth Advisors
Massachusetts
$8.63M -$4.47K -101 -0.1%
WS
596
Wedbush Securities
California
$8.62M +$348K +7,854 +4%
CF
597
CNA Financial
Illinois
$8.6M +$8.86M +200,000 New
SWM
598
Spire Wealth Management
Virginia
$8.59M +$428K +9,668 +5%
BBA
599
BLB&B Advisors
Pennsylvania
$8.57M -$591K -13,335 -6%
FFBTD
600
First Financial Bank - Trust Division
Ohio
$8.55M +$20.2K +455 +0.2%

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.