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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
PIMJS
676
PKO Investment Management Joint-Stock
Poland
$7.09M +$1.95M +44,043 +36%
GP
677
Greenline Partners
New York
$7.08M +$753 +17 +0%
LBC
678
Lowe Brockenbrough & Co
Virginia
$7.07M +$63.1K +1,425 +0.9%
XF
679
XML Financial
Maryland
$7.06M +$6.35M +143,349 +689%
GA
680
GFS Advisors
Texas
$7.05M -$194K -4,371 -3%
FCH
681
Freestone Capital Holdings
Washington
$7.04M -$3.13M -70,691 -30%
PCM
682
Parsons Capital Management
Rhode Island
$7M +$325K +7,330 +5%
WSTAM
683
Wilbanks Smith & Thomas Asset Management
Virginia
$7M +$476K +10,744 +7%
Kovitz Investment Group Partners
684
Kovitz Investment Group Partners
Illinois
$6.94M -$49.1K -1,109 -0.7%
BOH
685
Bank of Hawaii
Hawaii
$6.91M -$275K -6,215 -4%
RHAM
686
Round Hill Asset Management
California
$6.9M -$64.2K -1,450 -0.9%
DJSG
687
D.J. St. Germain
Massachusetts
$6.89M -$277K -6,248 -4%
NRS
688
Neville Rodie & Shaw
New York
$6.83M -$28.6K -646 -0.4%
ACM
689
AlphaCrest Capital Management
New York
$6.82M -$9.35M -211,036 -57%
PCA
690
Providence Capital Advisors
North Carolina
$6.82M +$442K +9,987 +7%
SFWA
691
Summit Financial Wealth Advisors
Louisiana
$6.8M +$88.7K +2,002 +1%
SGI
692
Summit Global Investments
Utah
$6.8M +$2.95M +66,611 +73%
VFM
693
Viking Fund Management
North Dakota
$6.8M +$443K +10,000 +7%
IRF
694
IBM Retirement Fund
New York
$6.78M +$15.5K +349 +0.2%
BOC
695
Barbara Oil Co
Illinois
$6.77M
MIAN
696
Mariner Independent Advisor Network
Kansas
$6.77M +$7.89K +178 +0.1%
BCM
697
Birmingham Capital Management
Alabama
$6.77M -$96.4K -2,177 -1%
EM
698
Excalibur Management
Massachusetts
$6.75M -$123K -2,777 -2%
WJWM
699
Williams Jones Wealth Management
New York
$6.75M +$2.79M +62,891 +67%
NSAM
700
North Star Asset Management
Wisconsin
$6.71M -$19.4K -438 -0.3%

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.