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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
RB
1576
Rodgers Brothers
Pennsylvania
$1.42M -$2.43M -54,909 -62%
BP
1577
BBR Partners
New York
$1.42M -$56.6K -1,277 -4%
PL
1578
Plancorp LLC
Missouri
$1.42M -$1.46K -33 -0.1%
CM
1579
Capula Management
Cayman Islands
$1.41M -$1.01M -22,785 -41%
AW
1580
ACG Wealth
Georgia
$1.41M +$88.4K +1,996 +6%
SSI
1581
Scott & Selber Inc
Texas
$1.41M -$56.3K -1,271 -4%
FBC
1582
Fairfield, Bush & Co
Connecticut
$1.4M +$152K +3,421 +12%
KCM
1583
Kendall Capital Management
Maryland
$1.4M -$1.37K -31 -0.1%
OWP
1584
Obermeyer Wealth Partners
Colorado
$1.39M +$2.26K +51 +0.2%
DBRC
1585
D.B. Root & Company
Pennsylvania
$1.39M -$19K -430 -1%
HIC
1586
Harvey Investment Company
Kentucky
$1.39M
IWA
1587
Intercontinental Wealth Advisors
Texas
$1.38M -$113K -2,543 -7%
CAG
1588
Crestwood Advisors Group
Massachusetts
$1.38M +$68K +1,534 +5%
FNFDCM
1589
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.38M -$6.64K -150 -0.5%
MC
1590
Mathes Company
New York
$1.38M
SDAM
1591
Shulman DeMeo Asset Management
New York
$1.38M +$1.42M +32,084 New
HA
1592
Herold Advisors
New York
$1.38M +$1.42M +32,097 New
CRC
1593
Curi RMB Capital
Illinois
$1.38M +$23.3K +526 +2%
WWM
1594
Windsor Wealth Management
Indiana
$1.37M +$486K +10,966 +52%
FM
1595
Family Management
New York
$1.37M -$241K -5,449 -15%
IIM
1596
Ironwood Investment Management
Massachusetts
$1.37M -$35.4K -800 -2%
AWM
1597
Avior Wealth Management
Nebraska
$1.37M -$19.8K -448 -1%
GLA
1598
Good Life Advisors
Pennsylvania
$1.37M +$73K +1,648 +5%
HZ
1599
Hixon Zuercher
Ohio
$1.37M +$27.6K +623 +2%
CI
1600
Ceera Investments
Texas
$1.37M +$89.9K +2,030 +7%

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.