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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
TA
1776
Tiedemann Advisors
New York
$986K -$910K -20,534 -47%
SAM
1777
Summit Asset Management
Tennessee
$978K +$20.2K +457 +2%
GCM
1778
Gibraltar Capital Management
Oklahoma
$975K -$13.1K -296 -1%
LWA
1779
Lineweaver Wealth Advisors
Ohio
$972K +$57.4K +1,295 +6%
TC
1780
Tatro Capital
Kentucky
$971K -$3.06K -69 -0.3%
CPA
1781
Clear Perspective Advisors
Illinois
$970K +$97K +2,190 +11%
STAS
1782
Strong Tower Advisory Services
Minnesota
$969K +$1.04M +23,381 New
CWS
1783
Cypress Wealth Services
California
$968K -$194K -4,387 -16%
PCM
1784
Perritt Capital Management
Illinois
$967K -$8.86K -200 -0.9%
CCMW
1785
Cypress Capital Management (Wyoming)
Wyoming
$965K -$7.22K -163 -0.7%
DDPIC
1786
Deroy & Devereaux Private Investment Counsel
Michigan
$965K -$4.43K -100 -0.4%
IGGA
1787
Iron Gate Global Advisors
Utah
$965K +$10.9K +246 +1%
AWM
1788
Aberdeen Wealth Management
Illinois
$963K -$33.9K -766 -3%
MCA
1789
Mercer Capital Advisers
New Jersey
$963K -$31.1K -703 -3%
MSS
1790
Mitchell Sinkler & Starr
Pennsylvania
$963K
MCM
1791
Maple Capital Management
Vermont
$960K -$6.51K -147 -0.7%
AW
1792
Alaethes Wealth
Nevada
$959K +$16.7K +377 +2%
1WM
1793
1900 Wealth Management
Texas
$955K +$10.9K +245 +1%
IC
1794
Inverness Counsel
New York
$954K -$31K -700 -3%
W
1795
Wealthquest
Ohio
$953K +$1.91K +43 +0.2%
RIG
1796
Renaissance Investment Group
Massachusetts
$951K -$131K -2,951 -12%
PMFA
1797
Plante Moran Financial Advisors
Michigan
$950K -$133K -3,011 -12%
MCP
1798
Mirador Capital Partners
California
$950K -$532 -12 -0.1%
RCA
1799
Ranch Capital Advisors
Florida
$949K -$20.7K -468 -2%
MAM
1800
Mark Asset Management
New York
$947K +$444K +10,025 +84%

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.