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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
CAAS
1326
Capital Asset Advisory Services
Michigan
$2.09M -$84K -1,896 -4%
SIC
1327
Shoker Investment Counsel
Ohio
$2.09M -$665 -15 -0%
WA
1328
Wambolt & Associates
Colorado
$2.08M +$221K +4,990 +11%
ST
1329
Spinnaker Trust
Maine
$2.08M +$150K +3,375 +8%
MMHP
1330
Murphy Middleton Hinkle & Parker
Georgia
$2.08M +$14.3K +323 +0.7%
MA
1331
Modus Advisors
Minnesota
$2.08M +$68.6K +1,548 +3%
SCA
1332
Sippican Capital Advisors
Massachusetts
$2.07M -$68K -1,535 -3%
B
1333
Barings
North Carolina
$2.07M +$538K +12,140 +34%
IA
1334
IAM Advisory
Pennsylvania
$2.07M +$2.18M +49,184 New
QCG
1335
Quadrant Capital Group
Ohio
$2.07M +$245K +5,534 +13%
WAM
1336
WNY Asset Management
New York
$2.06M +$141K +3,182 +7%
RCIM
1337
Russell Clark Investment Management
United Kingdom
$2.06M +$2.13M +48,000 New
HCM
1338
Hutchinson Capital Management
California
$2.06M -$15.6K -352 -0.7%
4WM
1339
44 Wealth Management
Oregon
$2.06M +$182K +4,116 +9%
QI
1340
Qtron Investments
Massachusetts
$2.06M +$211K +4,755 +11%
BSB
1341
Bangor Savings Bank
Maine
$2.06M +$369K +8,337 +21%
FFA
1342
Fragasso Financial Advisors
Pennsylvania
$2.05M -$1.93M -43,650 -48%
HBCM
1343
Heron Bay Capital Management
Michigan
$2.05M +$1.91K +43 +0.1%
OPTFSNA
1344
Old Point Trust & Financial Services N A
Virginia
$2.04M -$90.9K -2,051 -4%
JWM
1345
JGP Wealth Management
Oregon
$2.04M -$177 -4 -0%
BPCE
1346
Bank Pictet & Cie (Europe)
Germany
$2.04M +$1.24M +28,076 +146%
ANRIA
1347
American National Registered Investment Advisor
Texas
$2.04M -$7.35K -166 -0.3%
WAP
1348
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$59.2K +1,337 +3%
QPWM
1349
Quadrant Private Wealth Management
Pennsylvania
$2.02M -$201K -4,545 -9%
RP
1350
Rowlandmiller & Partners
Georgia
$2.02M -$491K -11,089 -15%

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.