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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
CAM
1701
Costello Asset Management
Pennsylvania
$1.15M -$3.99K -90 -0.3%
9WM
1702
9258 Wealth Management
Ohio
$1.15M +$75.1K +1,696 +7%
KA
1703
Kercheville Advisors
Texas
$1.15M +$319K +7,200 +37%
FFA
1704
Founders Financial Alliance
North Carolina
$1.15M +$143K +3,217 +14%
PSB
1705
Piscataqua Savings Bank
New Hampshire
$1.13M +$4.43K +100 +0.4%
MSAM
1706
Moloney Securities Asset Management
Missouri
$1.13M +$15.2K +343 +1%
BWM
1707
BCS Wealth Management
Tennessee
$1.12M +$46.4K +1,047 +4%
VDI
1708
Vaughan David Investments
Illinois
$1.12M -$146K -3,295 -11%
AL
1709
Aspiriant LLC
California
$1.12M -$17.9K -404 -2%
WC
1710
Westhampton Capital
North Carolina
$1.12M -$8.77K -198 -0.8%
GFP
1711
Gryphon Financial Partners
Ohio
$1.11M +$219K +4,934 +24%
PFA
1712
Pure Financial Advisors
California
$1.11M +$35.7K +805 +3%
AP
1713
Appleton Partners
Massachusetts
$1.11M +$37.7K +852 +3%
BIA
1714
Bigelow Investment Advisors
Maine
$1.11M -$86.3K -1,948 -7%
TFS
1715
TrustCore Financial Services
Tennessee
$1.11M +$15.2K +343 +1%
NAMP
1716
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.11M +$11.1K +250 +1%
Members Trust
1717
Members Trust
Florida
$1.11M +$60.3K +1,362 +6%
PCM
1718
Prelude Capital Management
New York
$1.11M +$882K +19,905 +342%
EA
1719
Eclectic Associates
California
$1.1M +$38.3K +865 +3%
IP
1720
Investment Partners
Ohio
$1.1M +$5.32K +120 +0.5%
IMA
1721
Investment Management Associates
Colorado
$1.1M +$10.5K +236 +0.9%
MYIA
1722
Mount Yale Investment Advisors
Colorado
$1.1M +$67.9K +1,533 +6%
BAM
1723
Beaumont Asset Management
Texas
$1.1M +$81.9K +1,849 +8%
MIM
1724
MTM Investment Management
South Carolina
$1.09M -$372K -8,395 -25%
MM
1725
Meridian Management
Arkansas
$1.09M +$37.6K +849 +3%

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.