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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
FWP
1351
FAS Wealth Partners
Kansas
$2.01M +$18.5K +418 +0.9%
SW
1352
SkyOak Wealth
Michigan
$2.01M -$620 -14 -0%
SB
1353
Sunflower Bank
Texas
$2.01M -$182K -4,112 -8%
AFS
1354
Access Financial Services
Minnesota
$2M -$374K -8,453 -15%
WP
1355
WealthSource Partners
California
$2M -$190K -4,295 -8%
PAM
1356
Paradigm Asset Management
New York
$2M -$102K -2,300 -5%
RWM
1357
Ritholtz Wealth Management
New York
$1.99M +$112K +2,537 +6%
RA
1358
RFG Advisory
Alabama
$1.99M +$32.2K +726 +2%
BMC
1359
Beaton Management Company
Massachusetts
$1.99M +$8.86K +200 +0.4%
Capital Fund Management (CFM)
1360
Capital Fund Management (CFM)
France
$1.98M -$2.83M -63,791 -58%
FAM
1361
Formidable Asset Management
Ohio
$1.98M -$17.5K -395 -0.9%
T
1362
TOBAM
France
$1.97M +$1.16M +26,174 +133%
SCM
1363
Shelton Capital Management
Colorado
$1.97M -$13.1K -295 -0.6%
PAM
1364
Palisade Asset Management
Minnesota
$1.97M +$32.3K +730 +2%
SCM
1365
Schnieders Capital Management
California
$1.97M -$12.2K -275 -0.6%
CS
1366
Comerica Securities
Michigan
$1.96M -$360K -8,127 -15%
JIC
1367
Joel Isaacson & Co
New York
$1.96M +$2.13K +48 +0.1%
KFA
1368
Kelleher Financial Advisors
New York
$1.96M +$665K +15,015 +49%
CBT
1369
CoreFirst Bank & Trust
Kansas
$1.96M +$30.3K +683 +2%
MCM
1370
Manchester Capital Management
Vermont
$1.96M +$122K +2,743 +6%
FHA
1371
Flagship Harbor Advisors
Massachusetts
$1.95M
TPA
1372
Trivium Point Advisory
Connecticut
$1.95M -$63.3K -1,429 -3%
RIA
1373
Realta Investment Advisors
Delaware
$1.95M +$23.8K +537 +1%
SC
1374
Stolper & Co
Oklahoma
$1.94M +$42.5K +959 +2%
BCP
1375
Berkeley Capital Partners
Georgia
$1.94M -$31.1K -701 -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.