We are live on ! Find out more

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
SFG
1451
SNS Financial Group
Minnesota
$1.71M -$2.5M -56,486 -59%
WIS
1452
Wright Investors Service
Connecticut
$1.71M +$406K +9,161 +30%
MW
1453
Marcum Wealth
Ohio
$1.7M -$211K -4,759 -11%
BST
1454
Bath Savings Trust
Maine
$1.7M -$16K -362 -0.9%
SFM
1455
Signet Financial Management
New Jersey
$1.7M +$1.75M +39,471 New
ACG
1456
Allen Capital Group
Nebraska
$1.7M +$47.1K +1,064 +3%
EWM
1457
Evermay Wealth Management
Virginia
$1.69M -$742K -16,742 -30%
FL
1458
Fort LP
Maryland
$1.69M -$218K -4,922 -11%
WAM
1459
Wakefield Asset Management
Colorado
$1.69M +$87K +1,964 +5%
AWE
1460
Avidian Wealth Enterprises
Texas
$1.68M +$204K +4,616 +13%
MCM
1461
Mainstay Capital Management
Michigan
$1.68M +$1.45M +32,697 +511%
RMCM
1462
Reynders McVeigh Capital Management
Massachusetts
$1.68M +$15.8K +357 +0.9%
TWP
1463
Tempus Wealth Planning
California
$1.68M +$10K +226 +0.6%
BJL
1464
Brighton Jones LLC
Washington
$1.68M +$50.4K +1,137 +3%
PWA
1465
Providence Wealth Advisors
Illinois
$1.67M -$48.6K -1,098 -3%
TTWM
1466
TCV Trust & Wealth Management
Virginia
$1.67M +$15.7K +355 +0.9%
BLAM
1467
Bourne Lent Asset Management
New York
$1.66M
EW
1468
Evoke Wealth
California
$1.66M +$292K +6,601 +21%
WGA
1469
Weather Gauge Advisory
Virginia
$1.66M +$487 +11 +0%
LMAM
1470
Legg Mason Asset Management
Japan
$1.66M +$651K +14,690 +62%
CM
1471
Columbus Macro
Pennsylvania
$1.65M -$70.2K -1,584 -4%
VCM
1472
Vivaldi Capital Management
Illinois
$1.65M -$11K -248 -0.6%
KTA
1473
Keeley-Teton Advisors
Illinois
$1.65M -$37.2K -839 -2%
TA
1474
Tectonic Advisors
Texas
$1.64M +$49.4K +1,116 +3%
PFGIA
1475
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$140K +3,153 +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.