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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
AM
776
Atwater Malick
Pennsylvania
$5.78M +$168K +3,800 +3%
GAB
777
German American Bancorp
Indiana
$5.78M +$201K +4,539 +3%
SIM
778
Seaview Investment Managers
Florida
$5.77M +$284K +6,409 +5%
BSW
779
Buckingham Strategic Wealth
Missouri
$5.77M +$113K +2,552 +2%
CS
780
Candriam SCA
Luxembourg
$5.76M +$404K +9,123 +7%
RIA
781
RPG Investment Advisory
California
$5.76M -$1.99M -45,008 -25%
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$5.75M +$26.7K +603 +0.5%
PI
783
Pettee Investors
Connecticut
$5.74M -$7.49K -169 -0.1%
DA
784
Duality Advisers
Florida
$5.74M +$5.55M +125,391 +1,573%
BB
785
Bell Bank
North Dakota
$5.73M +$77K +1,739 +1%
TPWA
786
TRUE Private Wealth Advisors
Oregon
$5.72M +$156K +3,517 +3%
AIA
787
Allied Investment Advisors
Montana
$5.72M +$120K +2,717 +2%
TAIM
788
Te Ahumairangi Investment Management
New Zealand
$5.71M +$487K +11,000 +9%
WANY
789
Wealthspire Advisors (New York)
New York
$5.71M +$834K +18,837 +17%
KS
790
Karpas Strategies
Connecticut
$5.7M
OIM
791
Opus Investment Management
Massachusetts
$5.68M
BWL
792
Bogart Wealth LLC
Virginia
$5.66M +$291K +6,569 +5%
TI
793
Tidal Investments
Wisconsin
$5.64M +$1.74M +39,229 +43%
CA
794
Clearstead Advisors
Ohio
$5.64M -$212K -4,796 -4%
MA
795
Montag & Associates
Georgia
$5.62M -$286K -6,463 -5%
AAIM
796
American Assets Investment Management
California
$5.59M +$1.51M +34,000 +35%
FNB
797
Farmers National Bank
Kentucky
$5.59M +$6.73M +151,838 New
WKWM
798
Walter & Keenan Wealth Management
Indiana
$5.54M +$25.7K +581 +0.5%
FWM
799
Frontier Wealth Management
Missouri
$5.54M +$276K +6,237 +5%
SC
800
Sepio Capital
Utah
$5.53M +$272K +6,142 +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.