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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
SIM
701
Stratos Investment Management
Ohio
$6.71M +$1.03M +23,197 +17%
Dodge & Cox
702
Dodge & Cox
California
$6.7M -$269K -6,069 -4%
EWM
703
Executive Wealth Management
Michigan
$6.7M +$21.1K +477 +0.3%
EFIC
704
Eliot Finkel Investment Counsel
California
$6.7M +$20.8K +470 +0.3%
LOPW
705
Live Oak Private Wealth
North Carolina
$6.68M -$365K -8,236 -5%
AHC
706
Adell Harriman & Carpenter
Texas
$6.68M +$270K +6,097 +4%
FPFS
707
First Personal Financial Services
North Carolina
$6.64M -$233K -5,251 -3%
CIC
708
Canal Insurance Company
South Carolina
$6.63M
AAIM
709
Asset Advisors Investment Management
Georgia
$6.61M +$256K +5,771 +4%
TI
710
Trexquant Investment
Connecticut
$6.6M -$307K -6,940 -4%
CCM
711
Cutler Capital Management
Massachusetts
$6.6M +$79.7K +1,800 +1%
AIM
712
Anchor Investment Management
South Carolina
$6.55M +$168K +3,791 +3%
SG Americas Securities
713
SG Americas Securities
New York
$6.54M -$17.5M -395,749 -72%
Twin Tree Management
714
Twin Tree Management
Texas
$6.54M +$2.49M +56,231 +59%
ACM
715
Argyle Capital Management
Pennsylvania
$6.52M -$13.3K -300 -0.2%
BAM
716
Barrett Asset Management
New York
$6.52M +$73.8K +1,667 +1%
OC
717
Oppenheimer & Close
New York
$6.5M -$311K -7,020 -4%
CP
718
Corbenic Partners
Pennsylvania
$6.49M -$288K -6,511 -4%
BFEC
719
Benjamin F. Edwards & Company
Missouri
$6.49M +$116K +2,620 +2%
EWA
720
Exencial Wealth Advisors
Oklahoma
$6.45M +$1.46M +32,957 +28%
CNC
721
Canandaigua National Corp
New York
$6.44M -$182K -4,114 -3%
CDH
722
Charles D. Hyman
$6.44M -$12.8K -289 -0.2%
TCCM
723
Timber Creek Capital Management
Massachusetts
$6.42M +$61.4K +1,385 +0.9%
MIM
724
Marco Investment Management
Georgia
$6.42M -$65.3K -1,475 -1%
AMG
725
Advisors Management Group
Wisconsin
$6.42M -$60.6K -1,367 -0.9%

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.