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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
BO
1126
Bank OZK
Arkansas
$2.95M -$80.8K -1,825 -3%
FNBTCON
1127
First National Bank & Trust Co of Newtown
Pennsylvania
$2.95M -$12.8K -290 -0.4%
FCMT
1128
Founders Capital Management (Texas)
Texas
$2.93M -$1.12M -25,251 -27%
Aristotle Capital Management
1129
Aristotle Capital Management
California
$2.93M -$43.4K -979 -1%
ACP
1130
Aviance Capital Partners
Florida
$2.93M +$40K +903 +1%
SIA
1131
Soltis Investment Advisors
Utah
$2.92M +$72.7K +1,642 +2%
ISWM
1132
Independent Solutions Wealth Management
New York
$2.92M -$197K -4,450 -6%
RMSCM
1133
R.M. Sincerbeaux Capital Management
New York
$2.92M -$75.3K -1,700 -2%
CAL
1134
Capital Analysts LLC
Pennsylvania
$2.91M +$93.4K +2,108 +3%
DDC
1135
DF Dent & Co
Maryland
$2.9M -$15.4K -347 -0.5%
BCM
1136
Boltwood Capital Management
California
$2.9M +$5.32K +120 +0.2%
Wolverine Trading
1137
Wolverine Trading
Illinois
$2.89M -$7.12M -160,803 -71%
BWA
1138
BDO Wealth Advisors
Florida
$2.89M +$153K +3,449 +5%
CCM
1139
Cohen Capital Management
California
$2.88M
CMO
1140
Covenant Multifamily Offices
Texas
$2.88M -$182K -4,119 -6%
BA
1141
Bridgewater Advisors
New York
$2.87M +$266 +6 +0%
RC
1142
Roundview Capital
New Jersey
$2.87M +$559K +12,627 +23%
CIP
1143
Convergence Investment Partners
Florida
$2.86M +$199K +4,496 +7%
NL
1144
NWAM LLC
Washington
$2.86M +$41.3K +933 +1%
IAN
1145
Integrated Advisors Network
Texas
$2.86M +$248K +5,592 +9%
CWM
1146
Calamos Wealth Management
Illinois
$2.86M -$106K -2,391 -3%
MCM
1147
McMillion Capital Management
North Carolina
$2.86M -$23K -520 -0.8%
TW
1148
TrinityPoint Wealth
Connecticut
$2.85M +$183K +4,127 +7%
HFA
1149
HC Financial Advisors
California
$2.85M +$8.11K +183 +0.3%
AB
1150
Atlas Brown
Kentucky
$2.85M +$35.2K +795 +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.