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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
NW
1051
NewEdge Wealth
Pennsylvania
$3.36M +$3.16M +71,440 +1,057%
UBV
1052
United Bank (Virginia)
Virginia
$3.35M -$166K -3,747 -5%
WCM
1053
Windward Capital Management
California
$3.35M +$14.2K +320 +0.4%
VCAM
1054
Van Cleef Asset Management
Ohio
$3.34M -$44.5K -1,004 -1%
WAM
1055
Werlinich Asset Management
Connecticut
$3.33M -$454K -10,240 -12%
CC
1056
Chicago Capital
Illinois
$3.33M +$35K +790 +1%
SBIA
1057
Sheaff Brock Investment Advisors
Indiana
$3.32M -$622K -14,044 -15%
WSC
1058
Wellington Shields & Co
New York
$3.32M +$14.4K +325 +0.4%
OC
1059
Oakworth Capital
Alabama
$3.32M -$132K -2,971 -4%
FSA
1060
Fort Sheridan Advisors
Illinois
$3.3M +$103K +2,327 +3%
HH
1061
Hilltop Holdings
Texas
$3.29M +$325K +7,342 +11%
UA
1062
Unison Advisors
District of Columbia
$3.29M -$833K -18,803 -20%
IFG
1063
Independent Financial Group
California
$3.29M +$355K +8,005 +12%
ZB
1064
Zions Bancorporation
Utah
$3.29M -$1.94M -43,690 -36%
MCM
1065
Murphy Capital Management
New Jersey
$3.28M -$229K -5,175 -6%
AMIM
1066
Aull & Monroe Investment Management
Alabama
$3.28M
GIM
1067
Guardian Investment Management
California
$3.27M -$250K -5,635 -7%
NERM
1068
New England Research & Management
Illinois
$3.27M +$300K +6,775 +10%
CFS
1069
Capital Financial Services
New York
$3.26M +$6.64K +150 +0.2%
AAM
1070
Auxier Asset Management
Oregon
$3.26M -$28.8K -650 -0.9%
OPS
1071
Orion Portfolio Solutions
Nebraska
$3.25M +$793K +17,897 +31%
JHCP
1072
Jackson Hole Capital Partners
Oklahoma
$3.25M +$232K +5,227 +7%
CIP
1073
Capital Insight Partners
Arizona
$3.24M +$43K +970 +1%
SAM
1074
Sompo Asset Management
Japan
$3.24M -$752K -16,980 -18%
MIC
1075
Meridian Investment Counsel
California
$3.23M -$6.64K -150 -0.2%

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.