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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
BHWM
601
Bar Harbor Wealth Management
New Hampshire
$8.5M +$12.6K +284 +0.1%
KA
602
KLCM Advisors
Wisconsin
$8.5M -$9.99M -225,429 -53%
SAM
603
Strategy Asset Managers
California
$8.47M -$450K -10,151 -5%
SMFG
604
Sumitomo Mitsui Financial Group
Japan
$8.46M +$1.61M +36,287 +23%
GIM
605
Goelzer Investment Management
Indiana
$8.45M +$343K +7,744 +4%
SC
606
SouthState Corp
Florida
$8.41M -$39K -881 -0.4%
Rafferty Asset Management
607
Rafferty Asset Management
New York
$8.41M +$2.65M +59,845 +44%
LDB
608
Lee, Danner & Bass
Tennessee
$8.36M +$52.4K +1,182 +0.6%
BCWM
609
Bartlett & Co Wealth Management
Ohio
$8.34M +$861K +19,444 +11%
BC
610
Bartlett & Co
Ohio
$8.34M +$861K +19,444 +11%
CCM
611
Crossvault Capital Management
Texas
$8.34M +$1.11M +25,080 +15%
CIC
612
Carnegie Investment Counsel
Ohio
$8.34M +$287K +6,479 +3%
BRWM
613
B. Riley Wealth Management
Tennessee
$8.33M +$2.5M +56,494 +41%
VFA
614
Valeo Financial Advisors
Indiana
$8.32M +$899K +20,296 +12%
TBA
615
Tower Bridge Advisors
Pennsylvania
$8.2M -$23.5K -530 -0.3%
EAM
616
Erste Asset Management
Austria
$8.15M +$40.7K +919 +0.5%
SWM
617
Stockman Wealth Management
Montana
$8.14M -$68.5K -1,546 -0.8%
B
618
Bailard
California
$8.14M -$177 -4 -0%
FCBT
619
First Citizens Bank & Trust
North Carolina
$8.11M -$223K -5,038 -3%
ISB
620
Iowa State Bank
Iowa
$8.11M +$87.3K +1,971 +1%
PA
621
Profund Advisors
Maryland
$8.09M -$332K -7,492 -4%
RMC
622
Resources Management Corp
Connecticut
$8.03M -$178K -4,022 -2%
CFSG
623
Community Financial Services Group
Vermont
$8.02M +$49.8K +1,123 +0.6%
CK
624
Cohen Klingenstein
New York
$8.01M +$8.64K +195 +0.1%
ADEF
625
Adams Diversified Equity Fund
Maryland
$7.98M +$8.22M +185,500 New

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.