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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
TCM
851
Traynor Capital Management
Pennsylvania
$5.01M -$15.4K -347 -0.3%
FMW
852
Farr Miller & Washington
District of Columbia
$5.01M +$4.21K +95 +0.1%
HIC
853
Holderness Investments Company
North Carolina
$4.94M -$49.1K -1,109 -1%
WIC
854
Wilkins Investment Counsel
Massachusetts
$4.94M
BA
855
Baugh & Associates
Georgia
$4.93M -$8.28K -187 -0.2%
DMK
856
David M. Knott
$4.92M -$239K -5,400 -5%
SSB
857
Sandy Spring Bank
Maryland
$4.92M +$346K +7,819 +7%
BCM
858
Brooktree Capital Management
Michigan
$4.92M +$102K +2,302 +2%
BAM
859
Belpointe Asset Management
Nevada
$4.91M -$1.21M -27,304 -19%
PL
860
Parthenon LLC
Kentucky
$4.87M -$211K -4,760 -4%
FA
861
FDx Advisors
Illinois
$4.86M -$409K -9,234 -8%
GWM
862
Geneos Wealth Management
Colorado
$4.86M +$14.6K +329 +0.3%
RIM
863
Regent Investment Management
Kentucky
$4.85M -$60.8K -1,372 -1%
DAS
864
Dynamic Advisor Solutions
Arizona
$4.84M -$14.5K -327 -0.3%
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$4.83M -$113K -2,551 -2%
TCOT
866
Trust Company of Toledo
Ohio
$4.8M +$162K +3,654 +3%
FSA
867
Franklin Street Advisors
North Carolina
$4.77M -$86.1K -1,943 -2%
PI
868
PFS Investments
Georgia
$4.76M +$115K +2,604 +3%
CT
869
Caldwell Trust
Florida
$4.75M +$925K +20,880 +23%
HR
870
Howe & Rusling
New York
$4.73M -$11.5M -258,951 -70%
CCC
871
Chelsea Counsel Company
California
$4.72M +$101K +2,275 +2%
LIM
872
Leavell Investment Management
Alabama
$4.71M +$145K +3,284 +3%
SIC
873
SFE Investment Counsel
California
$4.71M -$56.9K -1,285 -1%
LA
874
LVW Advisors
New York
$4.69M -$114K -2,584 -2%
VPIM
875
Vanguard Personalized Indexing Management
California
$4.66M +$1.03M +23,325 +27%

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.