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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
CSPAM
1926
Cary Street Partners Asset Management
Virginia
$797K -$44.3K -1,000 -5%
FPF
1927
First Pacific Financial
Washington
$794K +$25.7K +580 +3%
HAS
1928
HBW Advisory Services
California
$794K +$83.2K +1,879 +11%
BC
1929
Burleson & Co
California
$788K +$7.53K +170 +0.9%
LCM
1930
LCM Capital Management
Illinois
$785K -$11.3K -256 -1%
MWA
1931
Meridian Wealth Advisors
Texas
$784K +$21.7K +489 +3%
KM
1932
Kalos Management
Georgia
$782K +$329K +7,435 +82%
RDFA
1933
Ritter Daniher Financial Advisory
Ohio
$780K
CAGAS
1934
Capital Advisory Group Advisory Services
Minnesota
$780K +$12.6K +285 +2%
CMI
1935
Clare Market Investments
Texas
$779K -$592K -13,352 -42%
CAM
1936
Covenant Asset Management
New Jersey
$778K -$9.08K -205 -1%
CGFA
1937
Colton Groome Financial Advisors
North Carolina
$778K
MIM
1938
Montgomery Investment Management
Maryland
$777K
PAWC
1939
P.A.W. Capital
Connecticut
$774K -$177K -4,000 -18%
WDG
1940
Wealth Dimensions Group
Ohio
$774K -$16K -361 -2%
EP
1941
Edgestream Partners
New Jersey
$774K +$798K +18,004 New
SIA
1942
SkyView Investment Advisors
New Jersey
$773K +$307K +6,934 +63%
WCM
1943
Weik Capital Management
Pennsylvania
$772K
C
1944
Certuity
Florida
$772K +$234K +5,273 +42%
JCM
1945
Jag Capital Management
Missouri
$770K +$213K +4,805 +37%
GAM
1946
Gould Asset Management
California
$768K -$457K -10,323 -37%
PCMM
1947
Piedmont Capital Management (Montana)
Montana
$768K -$67.4K -1,521 -8%
CCM
1948
Carlson Capital Management
Minnesota
$767K +$23.3K +526 +3%
CCM
1949
Chickasaw Capital Management
Tennessee
$765K
HCM
1950
Highlander Capital Management
New Jersey
$764K

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.