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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
FLI
1876
Family Legacy Inc
South Carolina
$851K -$18.4K -415 -2%
ED
1877
Exane Derivatives
France
$850K -$507K -11,435 -37%
EWA
1878
ERTS Wealth Advisors
Michigan
$849K -$13.9K -314 -2%
MSFS
1879
Main Street Financial Solutions
Pennsylvania
$847K +$61.3K +1,383 +8%
HCP
1880
Hexagon Capital Partners
Arkansas
$845K -$45.8K -1,033 -5%
PAIM
1881
Punch & Associates Investment Management
Minnesota
$844K
CCIA
1882
Campbell & Co Investment Adviser
Maryland
$841K +$379K +8,550 +78%
TF
1883
Tompkins Financial
New York
$839K +$864K +19,500 New
BCAM
1884
Boston Common Asset Management
Massachusetts
$838K +$6.33K +143 +0.7%
HVP
1885
Hudson Value Partners
Florida
$838K +$13.3K +300 +2%
TAM
1886
Trillium Asset Management
Massachusetts
$838K +$13.6K +307 +2%
MFG
1887
MidWestOne Financial Group
Iowa
$837K
RC
1888
Reik & Co
New York
$837K
MAG
1889
MRA Advisory Group
New Jersey
$837K +$26.4K +596 +3%
RBC
1890
Roble Belko & Company
Pennsylvania
$833K +$22.4K +505 +3%
CG
1891
Corundum Group
Colorado
$833K +$34.4K +777 +4%
CIM
1892
CIM Investment Management
Pennsylvania
$832K +$857K +19,339 New
MPCG
1893
Matrix Private Capital Group
New York
$831K +$20.1K +454 +2%
SWA
1894
Sutton Wealth Advisors
Florida
$831K -$709 -16 -0.1%
FDCC
1895
Foster Dykema Cabot & Co
Massachusetts
$829K -$5.49K -124 -0.6%
CWM
1896
Centric Wealth Management
Illinois
$826K +$1.99K +45 +0.2%
TLCM
1897
Twin Lakes Capital Management
California
$826K +$4.43K +100 +0.5%
TWA
1898
TCI Wealth Advisors
Arizona
$826K +$61.5K +1,388 +8%
PPP
1899
Private Portfolio Partners
New Jersey
$826K +$205K +4,622 +32%
LSWM
1900
Lorne Steinberg Wealth Management
Canada
$825K +$6.2K +140 +0.7%

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.