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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
AA
626
Ancora Advisors
Ohio
$7.95M +$186K +4,188 +2%
MCP
627
Martin Capital Partners
Oregon
$7.9M +$194K +4,376 +2%
KPWS
628
Kestra Private Wealth Services
Texas
$7.88M +$68.5K +1,547 +0.9%
CTA
629
Chesley Taft & Associates
Illinois
$7.87M +$111K +2,510 +1%
GIM
630
Greylin Investment Management
Virginia
$7.81M -$28.8K -650 -0.4%
CCMD
631
Cypress Capital Management (Delaware)
Delaware
$7.77M
M
632
MOTCO
Texas
$7.76M +$78.2K +1,765 +1%
BCM
633
Bluefin Capital Management
New York
$7.75M -$184K -4,149 -2%
BC
634
Burney Company
Virginia
$7.71M -$188K -4,251 -2%
Impax Asset Management Group
635
Impax Asset Management Group
United Kingdom
$7.65M +$29.7K +671 +0.4%
BONST
636
Bank of Nova Scotia Trust
Ontario, Canada
$7.64M -$74.2K -1,676 -0.9%
IC
637
IEQ Capital
California
$7.62M +$1.48M +33,491 +23%
NA
638
NewEdge Advisors
Louisiana
$7.61M +$121K +2,730 +2%
PCA
639
Private Capital Advisors
Connecticut
$7.6M -$504K -11,379 -6%
HCM
640
Hillman Capital Management
Maryland
$7.59M +$329K +7,427 +4%
SFWC
641
Strategic Family Wealth Counselors
New Jersey
$7.54M +$111K +2,500 +1%
SWM
642
Segment Wealth Management
Texas
$7.54M +$131K +2,948 +2%
CI
643
Capital International
California
$7.52M -$82.8K -1,868 -1%
BFG
644
Beacon Financial Group
Texas
$7.5M +$20.4K +460 +0.3%
SWM
645
SeaCrest Wealth Management
New York
$7.46M +$1.37M +30,959 +22%
NCM
646
Narwhal Capital Management
Georgia
$7.45M +$1.17M +26,510 +18%
BCM
647
Brookstone Capital Management
Illinois
$7.42M -$48.6K -1,097 -0.6%
TC
648
TownSquare Capital
Utah
$7.42M +$2.09M +47,177 +38%
BCM
649
Buckhead Capital Management
Georgia
$7.39M +$56.2K +1,268 +0.7%
CI
650
Cigna Investments
Connecticut
$7.39M -$131K -2,961 -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.