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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
DA
1501
Detalus Advisors
Missouri
$1.57M +$147K +3,310 +10%
KCPG
1502
Kavar Capital Partners Group
Kansas
$1.56M +$13.7K +309 +0.9%
IIM
1503
InTrack Investment Management
Vermont
$1.56M -$42.7K -963 -3%
WWMSC
1504
Wagner Wealth Management (South Carolina)
South Carolina
$1.56M +$3.81K +86 +0.2%
PAM
1505
Peak Asset Management
Colorado
$1.56M -$35.4K -800 -2%
OTPPB
1506
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.56M +$1.61M +36,303 New
CTFG
1507
Capstone Triton Financial Group
Oklahoma
$1.56M +$40.5K +914 +3%
FIM
1508
Freedom Investment Management
Connecticut
$1.55M -$239K -5,386 -13%
DP
1509
Dearborn Partners
Illinois
$1.55M +$133K +3,013 +9%
HI
1510
Humankind Investments
New York
$1.55M -$281K -6,334 -15%
IF
1511
Ironwood Financial
Arizona
$1.53M +$13.1K +296 +0.8%
HIM
1512
Hotaling Investment Management
Pennsylvania
$1.53M -$31.9K -720 -2%
EF
1513
Exeter Financial
Arizona
$1.53M +$37.1K +837 +2%
WAM
1514
Weatherly Asset Management
California
$1.53M +$302K +6,808 +24%
KJHP
1515
K.J. Harrison & Partners
Ontario, Canada
$1.53M -$1.02M -23,000 -39%
CC
1516
Cadinha & Co
Hawaii
$1.53M
SCM
1517
SOL Capital Management
Maryland
$1.53M -$886 -20 -0.1%
WPW
1518
Warther Private Wealth
Ohio
$1.52M +$856K +19,324 +119%
REMPR
1519
Roof Eidam Maycock Peralta (REMP)
California
$1.52M -$23K -520 -1%
PIMG
1520
Patriot Investment Management Group
Tennessee
$1.52M +$87K +1,964 +6%
MCIA
1521
Mountain Capital Investment Advisors
Colorado
$1.52M +$81K +1,828 +5%
BWM
1522
Baystate Wealth Management
Massachusetts
$1.52M -$77.8K -1,756 -5%
NF
1523
Nikulski Financial
Iowa
$1.52M +$27.5K +620 +2%
DCM
1524
Decatur Capital Management
Georgia
$1.51M -$1.79M -40,303 -53%
LIM
1525
Longfellow Investment Management
Massachusetts
$1.51M

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.