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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
NC
1076
NewSquare Capital
Pennsylvania
$3.23M +$23.3K +526 +0.7%
PCM
1077
Princeton Capital Management
New Jersey
$3.23M +$31.3K +706 +0.9%
HVC
1078
Healthcare Value Capital
New Jersey
$3.23M -$1.11M -25,000 -25%
PT
1079
Plimoth Trust
Massachusetts
$3.22M -$49.4K -1,115 -1%
HWAM
1080
Hennion & Walsh Asset Management
New Jersey
$3.21M -$946K -21,363 -22%
MWM
1081
Meridian Wealth Management
Kentucky
$3.21M +$462K +10,436 +16%
SFA
1082
Souders Financial Advisors
Ohio
$3.21M +$46.6K +1,051 +1%
CICI
1083
Capital Investment Counsel Inc
North Carolina
$3.2M +$14.8K +333 +0.4%
MCM
1084
Mengis Capital Management
Oregon
$3.19M +$665 +15 +0%
VNIM
1085
Vaughan Nelson Investment Management
Texas
$3.19M +$346K +7,800 +12%
BCM
1086
Beddow Capital Management
Wyoming
$3.18M -$2.83M -63,858 -46%
MBT
1087
Montecito Bank & Trust
California
$3.18M +$28.9K +653 +0.9%
AWA
1088
Arkadios Wealth Advisors
Georgia
$3.17M +$406K +9,163 +14%
MWM
1089
Mission Wealth Management
California
$3.17M -$347K -7,827 -10%
IBOK
1090
Independence Bank of Kentucky
Kentucky
$3.16M -$116K -2,627 -3%
RCA
1091
Resonant Capital Advisors
Wisconsin
$3.16M +$329K +7,426 +11%
BOPW
1092
Brandywine Oak Private Wealth
Pennsylvania
$3.16M +$16.2K +366 +0.5%
LPIC
1093
LeJeune Puetz Investment Counsel
Michigan
$3.16M +$78.2K +1,766 +2%
SWMG
1094
Signature Wealth Management Group
Georgia
$3.15M -$882K -19,904 -21%
SIMM
1095
Stillwater Investment Management (Minnesota)
Minnesota
$3.14M -$21.5K -485 -0.7%
RHDIC
1096
R.H. Dinel Investment Counsel
California
$3.14M
VNA
1097
Valley National Advisers
Pennsylvania
$3.14M -$9.35K -211 -0.3%
WAS
1098
Wesleyan Assurance Society
United Kingdom
$3.14M
IHL
1099
Investment House LLC
California
$3.13M -$13.3K -300 -0.4%
BFO
1100
Boston Family Office
Massachusetts
$3.12M -$3.63K -82 -0.1%

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.