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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
TF
1901
Trek Financial
Arizona
$825K +$850K +19,178 New
AI
1902
Accredited Investors
Minnesota
$823K -$6.2K -140 -0.7%
PA
1903
PSI Advisors
Florida
$822K -$427K -9,640 -34%
NCM
1904
Noesis Capital Mangement
Florida
$821K -$13.7K -310 -2%
KJWM
1905
Kiley Juergens Wealth Management
Washington
$819K -$18.9K -426 -2%
HIM
1906
Hillsdale Investment Management
Ontario, Canada
$817K +$59.4K +1,340 +8%
GSEP
1907
Golden State Equity Partners
California
$817K +$437K +9,870 +108%
HA
1908
Harbor Advisors
Florida
$816K
GI
1909
Gradient Investments
Minnesota
$816K +$23.9K +540 +3%
BCA
1910
Bray Capital Advisors
Florida
$814K
DBIA
1911
Dumont & Blake Investment Advisors
New Jersey
$813K -$29.7K -670 -3%
CA
1912
Crumly & Associates
Illinois
$812K -$178K -4,016 -18%
BIM
1913
Baldwin Investment Management
Pennsylvania
$812K
NIM
1914
NuWave Investment Management
New Jersey
$811K +$835K +18,850 New
BWA
1915
Bordeaux Wealth Advisors
California
$810K -$7.04K -159 -0.8%
NICM
1916
Neo Ivy Capital Management
New York
$807K +$261K +5,893 +31%
GLLW
1917
Graves Light Lenhart Wealth
Virginia
$806K +$930 +21 +0.1%
CPC
1918
Congress Park Capital
New York
$806K +$11.1K +250 +1%
CRIG
1919
Charter Research & Investment Group
Connecticut
$806K +$19.9K +450 +2%
HWMG
1920
Hurlow Wealth Management Group
Indiana
$805K -$17.2K -388 -2%
SIM
1921
SSI Investment Management
California
$805K
FC
1922
Ferris Capital
Massachusetts
$803K +$709K +16,001 New
PP
1923
PDS Planning
Ohio
$800K +$20.2K +455 +3%
MA
1924
MCF Advisors
Kentucky
$799K +$48K +1,084 +6%
CCMIC
1925
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$798K -$50.2K -1,133 -6%

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.