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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
TSWM
1651
Triangle Securities Wealth Management
North Carolina
$1.25M +$448K +10,117 +53%
ONST
1652
Old North State Trust
North Carolina
$1.25M +$24.5K +554 +2%
B
1653
Brightworth
Georgia
$1.25M +$114K +2,570 +10%
LG
1654
LaFleur & Godfrey
Michigan
$1.24M +$298K +6,729 +30%
AFG
1655
Allegheny Financial Group
Pennsylvania
$1.24M -$4.21K -95 -0.3%
VAM
1656
Verity Asset Management
North Carolina
$1.24M -$174K -3,921 -12%
H
1657
HoyleCohen
California
$1.24M +$28.3K +639 +2%
ERIM
1658
Eagle Ridge Investment Management
Connecticut
$1.24M +$132K +2,982 +12%
JHP
1659
James Hambro & Partners
United Kingdom
$1.23M
EPWM
1660
Essex Private Wealth Management
Massachusetts
$1.23M +$975 +22 +0.1%
AO
1661
Advisor OS
Illinois
$1.23M +$99.9K +2,255 +9%
MFG
1662
Merit Financial Group
Georgia
$1.23M +$103K +2,323 +9%
MWM
1663
Mascoma Wealth Management
New Hampshire
$1.23M +$41.6K +938 +3%
PCMC
1664
Paragon Capital Management (Colorado)
Colorado
$1.22M -$80K -1,805 -6%
SC
1665
Sawyer & Company
Massachusetts
$1.22M
AFS
1666
Aft Forsyth & Sober
Florida
$1.22M
WA
1667
WP Advisors
California
$1.22M +$32K +723 +3%
FTDI
1668
First Trust Direct Indexing
Massachusetts
$1.22M +$88.7K +2,002 +8%
SG
1669
Stonnington Group
California
$1.22M +$194K +4,380 +18%
MPPW
1670
Mitchell & Pahl Private Wealth
Oklahoma
$1.21M -$6.07K -137 -0.5%
WG
1671
Winton Group
United Kingdom
$1.21M -$822K -18,554 -40%
SB
1672
Strategic Blueprint
Georgia
$1.21M +$54.7K +1,235 +5%
ACA
1673
Atlas Capital Advisors
Wyoming
$1.21M +$878K +19,828 +241%
IIC
1674
Integrated Investment Consultants
Michigan
$1.2M +$9.44K +213 +0.8%
SC
1675
Saybrook Capital
North Carolina
$1.2M

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.