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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
ESCM
1526
Echo Street Capital Management
New York
$1.51M +$1.03M +23,165 +195%
SC
1527
SRB Corp
Massachusetts
$1.5M +$1.55M +34,990 New
PCP
1528
Proficio Capital Partners
Massachusetts
$1.5M -$57.5K -1,298 -4%
KFI
1529
Key Financial Inc
Pennsylvania
$1.5M +$79.7K +1,800 +5%
IIM
1530
Ipswich Investment Management
Massachusetts
$1.5M +$4.43K +100 +0.3%
BCM
1531
Bayesian Capital Management
New York
$1.5M -$35.4K -800 -2%
BCA
1532
Berman Capital Advisors
Georgia
$1.5M -$191K -4,310 -11%
DIP
1533
DT Investment Partners
Pennsylvania
$1.5M +$460K +10,377 +42%
IFWM
1534
Institute for Wealth Management
Colorado
$1.49M -$18.2K -410 -1%
LJHT
1535
Laurie J. Hall Trustee
$1.49M
SFG
1536
Summit Financial Group
West Virginia
$1.49M
MVA
1537
Mount Vernon Associates
Maryland
$1.49M +$16.6K +375 +1%
RFG
1538
Range Financial Group
Oregon
$1.48M +$34.5K +778 +2%
CI
1539
CX Institutional
Indiana
$1.48M -$1.41M -31,788 -48%
LC
1540
LCNB Corp
Ohio
$1.48M +$81.1K +1,830 +6%
ARC
1541
Advisor Resource Council
Texas
$1.48M -$594K -13,407 -28%
FF
1542
FourThought Financial
Florida
$1.48M -$73K -1,648 -5%
WWM
1543
Wolff Wiese Magana
California
$1.47M +$22.1K +500 +1%
VCM
1544
Virtue Capital Management
Tennessee
$1.47M +$177K +4,000 +13%
PFO
1545
Pathstone Family Office
New Jersey
$1.47M +$320K +7,228 +27%
CG
1546
CFO4Life Group
Texas
$1.47M +$131K +2,958 +9%
FFG
1547
Frisch Financial Group
New York
$1.47M -$34.9K -787 -2%
SN
1548
Sittner & Nelson
Oregon
$1.47M -$12.9K -292 -0.8%
CHC
1549
City Holding Co
West Virginia
$1.47M -$35.2K -794 -2%
MSFP
1550
Mark Sheptoff Financial Planning
Connecticut
$1.47M +$195K +4,395 +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.