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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
PP
926
Patten & Patten
Tennessee
$4.25M -$15.4K -347 -0.3%
RF
927
Robbins Farley
New Hampshire
$4.22M +$261K +5,900 +6%
JWBC
928
J.W. Burns & Co
New York
$4.22M -$200K -4,518 -4%
SCA
929
Stokes Capital Advisors
South Carolina
$4.22M +$23.8K +537 +0.6%
JAM
930
JCIC Asset Management
Ontario, Canada
$4.21M -$80.4K -1,815 -2%
RDWM
931
Red Door Wealth Management
Tennessee
$4.19M +$482K +10,876 +13%
CCM
932
Coldstream Capital Management
Washington
$4.18M -$883K -19,934 -15%
LWAC
933
Laurel Wealth Advisors (California)
California
$4.17M -$386K -8,717 -8%
WFMPM
934
Woodley Farra Manion Portfolio Management
Indiana
$4.16M -$372K -8,401 -8%
TLP
935
Trinity Legacy Partners
Texas
$4.16M +$222K +5,016 +5%
HCM
936
Hodges Capital Management
Texas
$4.15M +$3.96M +89,384 +1,243%
ECM
937
Exchange Capital Management
Michigan
$4.15M -$128K -2,888 -3%
EWA
938
EP Wealth Advisors
California
$4.15M -$125K -2,817 -3%
OPA
939
Old Port Advisors
Maine
$4.13M +$42.3K +955 +1%
SFO
940
Stokes Family Office
Louisiana
$4.13M +$30.9K +697 +0.7%
FVWA
941
Foster Victor Wealth Advisors
South Carolina
$4.12M -$147K -3,313 -3%
LFAS
942
Level Four Advisory Services
Texas
$4.11M -$1.38M -31,114 -25%
GIA
943
Gladstone Institutional Advisory
Florida
$4.1M +$1.2M +27,085 +40%
HCM
944
Huber Capital Management
California
$4.1M
NFG
945
Next Financial Group
Texas
$4.1M +$215K +4,849 +5%
ANB
946
Amarillo National Bank
Texas
$4.09M -$363K -8,186 -8%
UFG
947
United Fire Group
Iowa
$4.09M
CCM
948
Condor Capital Management
New Jersey
$4.08M +$35.3K +796 +0.8%
RIG
949
Roosevelt Investment Group
New York
$4.08M +$99.8K +2,252 +2%
SIAG
950
Signet Investment Advisory Group
Rhode Island
$4.08M +$200K +4,504 +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.