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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
KA
801
Kovack Advisors
Florida
$5.52M +$584K +13,182 +11%
LPT
802
Legacy Private Trust
Wisconsin
$5.51M +$255K +5,750 +5%
TRCT
803
Tower Research Capital (TRC)
New York
$5.49M -$7.7M -173,877 -58%
AF
804
Arrow Financial
New York
$5.47M -$45.7K -1,031 -0.8%
IIC
805
Ironwood Investment Counsel
Arizona
$5.46M +$165K +3,718 +3%
CIA
806
Choate Investment Advisors
Massachusetts
$5.46M -$114K -2,571 -2%
OSNBOA
807
Old Second National Bank of Aurora
Illinois
$5.46M +$20.9K +471 +0.4%
KWILP
808
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.44M +$5.61M +126,576 New
SFA
809
Semmax Financial Advisors
North Carolina
$5.44M -$439K -9,899 -7%
APSI
810
Asset Planning Services Inc
Louisiana
$5.43M -$39.9K -900 -0.7%
DWT
811
Dorsey & Whitney Trust
South Dakota
$5.42M -$177K -3,991 -3%
VCA
812
Verdence Capital Advisors
Maryland
$5.4M -$402K -9,079 -7%
XI
813
XXEC Inc
Oklahoma
$5.39M -$3.59K -81 -0.1%
WPIC
814
White Pine Investment Company
Michigan
$5.38M -$150K -3,395 -3%
MA
815
Mutual Advisors
Nebraska
$5.37M +$295K +6,648 +6%
GFA
816
Gifford Fong Associates
California
$5.37M
IEFM
817
IQ EQ Fund Management
Ireland
$5.34M -$229K -5,180 -4%
RCAG
818
Rehmann Capital Advisory Group
Michigan
$5.34M +$157K +3,553 +3%
RWM
819
Rench Wealth Management
Texas
$5.33M +$2.79K +63 +0.1%
BG
820
Bahl & Gaynor
Ohio
$5.33M -$299K -6,755 -5%
BS
821
Boenning & Scattergood
Pennsylvania
$5.29M +$194K +4,385 +4%
MFG
822
Monte Financial Group
Connecticut
$5.28M -$228K -5,154 -4%
CAM
823
Columbia Asset Management
Michigan
$5.28M +$432K +9,753 +9%
FMWA
824
Forvis Mazars Wealth Advisors
Missouri
$5.25M -$330K -7,441 -6%
PWLP
825
Prio Wealth Limited Partnership
Massachusetts
$5.25M +$52.3K +1,181 +1%

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.