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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
CAG
1401
Csenge Advisory Group
Florida
$1.85M -$286K -6,450 -13%
TFO
1402
Tarbox Family Office
California
$1.84M -$303K -6,844 -14%
HCP
1403
Holt Capital Partners
Texas
$1.84M
OPCM
1404
Osborne Partners Capital Management
California
$1.84M -$11.9K -268 -0.6%
CNAM
1405
Campbell Newman Asset Management
Wisconsin
$1.84M
APP
1406
Alpha Paradigm Partners
Illinois
$1.83M +$1.63M +36,904 +641%
FDS
1407
First Dallas Securities
Texas
$1.83M +$1.89M +42,619 New
ZF
1408
Zhang Financial
Michigan
$1.83M +$54.1K +1,222 +3%
PWP
1409
Principle Wealth Partners
Connecticut
$1.83M +$247K +5,584 +1%
TYCC
1410
Texas Yale Capital Corp
Florida
$1.82M
WMG
1411
WESCAP Management Group
California
$1.82M -$64.8K -1,462 -3%
MIC
1412
Means Investment Company
Maine
$1.81M -$10.1K -228 -0.5%
OPPTF
1413
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.81M -$19K -428 -1%
WA
1414
WestEnd Advisors
North Carolina
$1.81M
TA
1415
TruWealth Advisors
Louisiana
$1.8M -$6.6K -149 -0.4%
FMTCOCP
1416
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.8M -$109K -2,455 -6%
PA
1417
Probity Advisors
Texas
$1.8M +$37.4K +844 +2%
MMG
1418
Monetary Management Group
Missouri
$1.8M +$379K +8,550 +26%
PCS
1419
Personal CFO Solutions
New Jersey
$1.8M +$265K +5,989 +17%
WA
1420
WBH Advisory
Maryland
$1.8M +$22.3K +504 +1%
TGAM
1421
TBH Global Asset Management
Tennessee
$1.8M -$644K -14,544 -26%
CW
1422
CreativeOne Wealth
Kansas
$1.79M -$833K -18,796 -31%
TBNY
1423
Trustco Bank (New York)
New York
$1.79M -$69.3K -1,565 -4%
WMA
1424
Wealth Management Associates
New Jersey
$1.78M -$3.99K -90 -0.2%
SW
1425
SteelPeak Wealth
California
$1.78M +$152K +3,432 +9%

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.