We are live on ! Find out more

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
EGM
1826
Engineers Gate Manager
New York
$917K -$49.7K -1,122 -5%
JMFC
1827
J.M. Forbes & Co
Massachusetts
$916K -$32.5K -733 -3%
MKC
1828
M. Kraus & Co
Vermont
$916K -$2.08K -47 -0.2%
TCOK
1829
Trust Company of Kansas
Kansas
$914K -$114K -2,574 -11%
KLWA
1830
Kelly Lawrence W & Associates
California
$914K
IWA
1831
IVC Wealth Advisors
Pennsylvania
$914K +$29.9K +676 +3%
SAM
1832
Security Asset Management
New York
$913K -$66.5K -1,500 -7%
BFO
1833
Biltmore Family Office
North Carolina
$912K -$79.7K -1,800 -8%
BWM
1834
Benchmark Wealth Management
Connecticut
$909K -$8.86K -200 -0.9%
ACS
1835
Archford Capital Strategies
Illinois
$909K +$52.8K +1,191 +6%
MC
1836
Middleton & Co
Massachusetts
$908K -$36.5K -825 -4%
SCP
1837
Syntal Capital Partners
Texas
$900K -$289K -6,522 -24%
VWM
1838
Vigilare Wealth Management
Arizona
$900K +$90.6K +2,045 +11%
HIA
1839
Harbor Investment Advisory
Maryland
$897K -$36.5K -824 -4%
EBT
1840
Enterprise Bank & Trust
Massachusetts
$895K
CA
1841
Calton & Associates
Florida
$893K -$259K -5,854 -22%
IWP
1842
Icon Wealth Partners
Texas
$891K -$287K -6,482 -24%
FWM
1843
Fairhaven Wealth Management
Illinois
$891K -$18.9K -427 -2%
CPIA
1844
Cornell Pochily Investment Advisors
New York
$889K +$70K +1,579 +8%
TC
1845
TAP Consulting
Missouri
$888K +$1.06K +24 +0.1%
CBT
1846
Central Bank & Trust
Kentucky
$888K +$10.3K +232 +1%
OIA
1847
Optimum Investment Advisors
Illinois
$879K -$136K -3,069 -13%
DWM
1848
Dakota Wealth Management
Florida
$878K +$22K +497 +2%
GCA
1849
Gradient Capital Advisors
California
$877K +$487K +10,992 +117%
GFS
1850
GYL Financial Synergies
Connecticut
$874K +$122K +2,743 +16%

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.