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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
IFS
1801
Ifrah Financial Services
Arkansas
$945K +$44 +1 +0%
WA
1802
Waverly Advisors
Alabama
$945K +$232K +5,240 +39%
SAM
1803
Sawgrass Asset Management
Florida
$944K +$39.8K +899 +4%
ACWM
1804
Adams Chetwood Wealth Management
North Carolina
$942K -$7.97K -180 -0.8%
BI
1805
Ballast Inc
Kentucky
$942K +$85.4K +1,928 +10%
FNC
1806
First National Corp
Massachusetts
$940K +$167K +3,776 +21%
Verition Fund Management
1807
Verition Fund Management
Connecticut
$939K +$208K +4,691 +27%
BFC
1808
Bedel Financial Consulting
Indiana
$938K -$5.41K -122 -0.6%
PWM
1809
PBMares Wealth Management
Virginia
$936K +$177 +4 +0%
CB
1810
Cadence Bank
Mississippi
$935K -$45.6K -1,030 -5%
ACM
1811
Allred Capital Management
Texas
$934K -$182K -4,108 -16%
AIM
1812
Aspen Investment Management
Michigan
$934K -$155K -3,493 -14%
WA1
1813
Wimmer Associates 1
California
$934K +$74.8K +1,688 +8%
KFGK
1814
Keystone Financial Group (Kentucky)
Kentucky
$930K +$17.3K +390 +2%
IAP
1815
Indie Asset Partners
Indiana
$930K +$62.2K +1,405 +7%
AIM
1816
Arcadia Investment Management
Michigan
$929K -$27.7K -625 -3%
EI
1817
Ethic Inc
New York
$929K +$112K +2,527 +13%
CIAS
1818
CFS Investment Advisory Services
New Jersey
$928K +$956K +21,581 New
CT
1819
Clearstead Trust
Maine
$927K +$487K +10,993 +104%
CA
1820
Capital Advantage
California
$926K +$1.99K +45 +0.2%
SCI
1821
Stableford Capital II
Arizona
$923K -$72.9K -1,646 -7%
CC
1822
Centiva Capital
New York
$923K +$510K +11,502 +115%
SCM
1823
Southport Capital Management
Tennessee
$921K -$1.71M -38,647 -64%
WA
1824
Winfield Associates
Ohio
$919K +$16.6K +375 +2%
MWC
1825
MBM Wealth Consultants
Missouri
$918K -$1.13M -25,528 -54%

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.