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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
BOM
1751
Bank of Marin
California
$1.04M +$13.3K +300 +1%
RWP
1752
RWA Wealth Partners
Massachusetts
$1.03M -$16.4K -370 -2%
VWA
1753
V Wealth Advisors
Kansas
$1.03M -$35.2K -795 -3%
OMC
1754
Overbrook Management Corp
New York
$1.03M -$171K -3,863 -14%
WI
1755
Wintrust Investments
Illinois
$1.03M +$8.51K +192 +0.8%
CIS
1756
Connors Investor Services
Pennsylvania
$1.02M -$34.8K -785 -3%
SCA
1757
Stonebridge Capital Advisors
Minnesota
$1.02M -$1.06M -23,937 -50%
ITIM
1758
Indiana Trust & Investment Management
Indiana
$1.02M +$26.1K +589 +3%
MC
1759
Maverick Capital
Texas
$1.02M +$1.05M +23,648 New
DE
1760
Day & Ennis
Georgia
$1.01M -$39K -881 -4%
AP
1761
Atwood & Palmer
Missouri
$1.01M +$15.5K +350 +2%
WAAG
1762
Wealth Alliance Advisory Group
Kansas
$1.01M -$18.7K -421 -2%
SXL
1763
Summit X LLC
Missouri
$1.01M -$87.9K -1,984 -8%
MAWCM
1764
Mine & Arao Wealth Creation & Management
California
$1.01M -$3.99K -90 -0.4%
CFS
1765
CRA Financial Services
New Jersey
$1M +$89K +2,009 +9%
CG
1766
Clarus Group
Texas
$1M +$576 +13 +0.1%
CCMT
1767
CMT Capital Markets Trading
Germany
$1M +$239K +5,392 +31%
NAS
1768
Nicolet Advisory Services
Wisconsin
$994K +$18.7K +422 +2%
PPW
1769
Parcion Private Wealth
Washington
$994K +$27.9K +630 +3%
HTHT
1770
Hemenway Trust Hemenway Trust
New Hampshire
$993K -$10.6K -240 -1%
LFF
1771
Level Four Financial
Texas
$992K +$98.6K +2,225 +11%
PTC
1772
Philadelphia Trust Company
Pennsylvania
$991K +$42.8K +967 +4%
AIP
1773
Almanack Investment Partners
Pennsylvania
$991K +$84K +1,896 +9%
CL
1774
Choreo LLC
Illinois
$989K +$58.8K +1,327 +6%
IRC
1775
Investors Research Corp
Georgia
$987K +$28.5K +643 +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.