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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
RIA
651
Regal Investment Advisors
Michigan
$7.39M +$1.21M +27,317 +19%
Bessemer Group
652
Bessemer Group
New Jersey
$7.39M -$14.9K -337 -0.2%
RIL
653
Rothschild Investment LLC
Illinois
$7.37M -$1.02M -23,107 -12%
NB
654
NBT Bank
New York
$7.35M -$165K -3,728 -2%
Walleye Trading
655
Walleye Trading
New York
$7.32M +$4.5M +101,594 +148%
FAT
656
First American Trust
California
$7.32M +$277K +6,246 +4%
HI
657
Horizon Investments
North Carolina
$7.32M +$2.72M +61,399 +56%
SFS
658
Sowell Financial Services
Arkansas
$7.31M -$568K -12,825 -7%
FFA
659
First Foundation Advisors
California
$7.3M -$919K -20,752 -11%
WF
660
WoodTrust Financial
Wisconsin
$7.3M +$511K +11,532 +7%
PP
661
Prudential plc
United Kingdom
$7.28M -$8.7M -196,437 -54%
NEAM
662
New England Asset Management
Connecticut
$7.27M +$468K +10,553 +7%
TCM
663
Twin Capital Management
Pennsylvania
$7.25M -$218K -4,920 -3%
CB
664
Community Bank
New York
$7.24M -$237K -5,354 -3%
FB
665
Fulton Bank
Pennsylvania
$7.23M -$554K -12,506 -7%
BIAS
666
Beacon Investment Advisory Services
New Jersey
$7.21M +$387K +8,741 +5%
CPO
667
Cerity Partners OCIO
New York
$7.21M +$489K +11,046 +7%
PLFAM
668
Pineno Levin & Ford Asset Management
Virginia
$7.2M -$50K -1,128 -0.7%
FBB
669
Fulton Breakefield Broenniman
Maryland
$7.2M -$173K -3,908 -2%
HWM
670
Holloway Wealth Management
Florida
$7.15M
MBTD
671
Mechanics Bank - Trust Department
California
$7.14M -$187K -4,232 -2%
BAMF
672
BI Asset Management Fondsmaeglerselskab
Denmark
$7.14M +$1.92M +43,332 +35%
CAM
673
Cubic Asset Management
Massachusetts
$7.11M -$19K -430 -0.3%
BA
674
Bridgewater Associates
Connecticut
$7.11M +$176K +3,978 +2%
Cerity Partners
675
Cerity Partners
New York
$7.1M -$405K -9,137 -5%

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.