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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
BIM
1676
Bridgecreek Investment Management
Oklahoma
$1.2M
ROTUOC
1677
Regents of the University of California
California
$1.19M
OA
1678
Oxbow Advisors
Texas
$1.19M +$99.1K +2,237 +9%
CS
1679
Cannell & Spears
New York
$1.18M -$111K -2,500 -8%
LIG
1680
Lokken Investment Group
Delaware
$1.18M -$18.3K -414 -1%
TAM
1681
Todd Asset Management
Kentucky
$1.17M -$414K -9,343 -25%
SWM
1682
Salvus Wealth Management
New Jersey
$1.17M +$38.6K +871 +3%
SSWM
1683
Smith Salley Wealth Management
North Carolina
$1.17M -$43.9K -990 -4%
RFA
1684
Reilly Financial Advisors
California
$1.17M -$197K -4,442 -14%
PAS
1685
Professional Advisory Services
Florida
$1.17M +$10.9K +245 +0.9%
MIM
1686
Moseley Investment Management
Florida
$1.17M +$35.1K +792 +3%
PHK
1687
Point72 Hong Kong
Hong Kong
$1.17M +$1.2M +27,124 New
NP
1688
NorthRock Partners
Minnesota
$1.17M -$175K -3,959 -13%
I2I
1689
Insight 2811 Inc
Illinois
$1.17M -$65.7K -1,484 -5%
MGWM
1690
Marks Group Wealth Management
Minnesota
$1.17M +$114K +2,564 +10%
TCM
1691
Teza Capital Management
Illinois
$1.16M +$759K +17,142 +173%
MWM
1692
Maltin Wealth Management
New Jersey
$1.16M +$6.78K +153 +0.6%
BFPW
1693
BOK Financial Private Wealth
Colorado
$1.16M +$188K +4,246 +19%
RMA
1694
Roffman Miller Associates
Pennsylvania
$1.16M +$50.6K +1,142 +4%
BFA
1695
Beaumont Financial Advisors
Massachusetts
$1.16M +$14.8K +333 +1%
TFIPS
1696
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.16M +$210K +4,730 +21%
EIA
1697
Edgemoor Investment Advisors
Maryland
$1.15M -$369K -8,325 -24%
AFP
1698
Ausdal Financial Partners
Iowa
$1.15M -$36.1K -814 -3%
FAB
1699
First American Bank
Illinois
$1.15M -$47.7K -1,076 -4%
STA
1700
Summit Trail Advisors
New York
$1.15M +$106K +2,400 +10%

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.