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
CSM
1851
CAMG Solamere Management
North Carolina
$872K
CCFM
1852
Clear Creek Financial Management
Washington
$870K -$578K -13,057 -39%
SFA
1853
Sequoia Financial Advisors
Ohio
$868K -$6.35M -143,329 -88%
AG
1854
AIA Group
Hong Kong
$868K +$135K +3,040 +18%
FFC
1855
First Financial Corp
Indiana
$867K -$15.5K -350 -2%
IFG
1856
Investors Financial Group
Minnesota
$867K +$14.1K +318 +2%
PWM
1857
Palumbo Wealth Management
New York
$865K -$45.3K -1,022 -5%
THWM
1858
Taylor Hoffman Wealth Management
Virginia
$865K -$27K -610 -3%
FP
1859
Financial Perspectives
Minnesota
$865K -$51.7K -1,168 -5%
CASB
1860
Cape Ann Savings Bank
Massachusetts
$863K -$12.9K -291 -1%
CPWA
1861
Cerro Pacific Wealth Advisors
California
$863K +$303K +6,830 +52%
EAM
1862
Evanson Asset Management
California
$862K +$5.89K +133 +0.6%
AFA
1863
Arlington Financial Advisors
California
$861K
RWA
1864
River Wealth Advisors
Pennsylvania
$861K +$98.5K +2,223 +12%
LC
1865
Lincoln Capital
Nebraska
$861K +$319K +7,200 +56%
CCM
1866
Canal Capital Management
Virginia
$860K -$37.7K -851 -4%
KPW
1867
Kore Private Wealth
New York
$858K +$17.1K +385 +2%
AWM
1868
Adams Wealth Management
Utah
$857K -$150K -3,394 -15%
RIG
1869
Ramiah Investment Group
Wisconsin
$856K -$42.9K -969 -5%
CWP
1870
Curated Wealth Partners
California
$855K -$15.2K -342 -2%
WFC
1871
Western Financial Corp
California
$855K +$6.56K +148 +0.7%
ICA
1872
Infrastructure Capital Advisors
New York
$855K +$277K +6,260 +47%
RSWM
1873
Robertson Stephens Wealth Management
California
$854K -$8.42K -190 -0.9%
PG
1874
Proffitt & Goodson
Tennessee
$854K -$5.8K -131 -0.7%
LB
1875
Leo Brokerage
Texas
$854K +$2.04K +46 +0.2%

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.