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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
PWMAG
1026
Pinnacle Wealth Management Advisory Group
New Jersey
$3.52M +$56K +1,264 +2%
BBNA
1027
Bremer Bank National Association
Minnesota
$3.51M -$56.6K -1,278 -2%
SNT
1028
Security National Trust
West Virginia
$3.5M
AWM
1029
Altium Wealth Management
New York
$3.5M +$8.42K +190 +0.2%
GC
1030
Grimes & Company
Massachusetts
$3.48M -$48.6K -1,097 -1%
SC
1031
Searle & Co
Connecticut
$3.48M +$22.1K +500 +0.6%
ATFA
1032
All Terrain Financial Advisors
Minnesota
$3.48M +$1.46K +33 +0%
CT
1033
Chicago Trust
Illinois
$3.47M +$295K +6,656 +9%
HAC
1034
Harbor Advisory Corp
New Hampshire
$3.47M +$235K +5,300 +7%
BG
1035
Bollard Group
Massachusetts
$3.46M +$8.86K +200 +0.2%
BDF
1036
Balasa Dinverno & Foltz
$3.45M +$418K +9,446 +13%
KWM
1037
Kingsview Wealth Management
Oregon
$3.45M +$74.5K +1,682 +2%
PA
1038
Parallel Advisors
California
$3.44M +$244K +5,503 +7%
QOP
1039
Quinn Opportunity Partners
Virginia
$3.44M +$3.54M +80,000 New
CHJWM
1040
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.44M -$15.9K -360 -0.5%
UCI
1041
Uncommon Cents Investing
Wisconsin
$3.43M -$32.1K -725 -0.9%
LWCFA
1042
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.43M -$45K -1,016 -1%
SCM
1043
Silvant Capital Management
Georgia
$3.41M -$325K -7,326 -8%
FFWA
1044
FRG Family Wealth Advisors
Washington
$3.41M -$106K -2,402 -3%
CT
1045
Cambridge Trust
Massachusetts
$3.41M -$65.7K -1,484 -2%
PDN
1046
Pensionfund DSM Netherlands
Netherlands
$3.39M -$3.59M -81,000 -51%
TNA
1047
True North Advisors
Texas
$3.38M +$108K +2,432 +3%
BE
1048
Bonness Enterprises
District of Columbia
$3.38M
PCM
1049
Poehling Capital Management
Wisconsin
$3.38M -$126K -2,838 -3%
MFW
1050
Meristem Family Wealth
Minnesota
$3.38M +$1.22M +27,585 +54%

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.