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
LRIC
1976
Long Road Investment Counsel
Michigan
$721K
FQ
1977
First Quadrant
California
$721K +$10.6K +239 +1%
GC
1978
Gilbert & Cook
Iowa
$721K +$32.7K +739 +5%
OIM
1979
Orca Investment Management
Oregon
$720K -$80.1K -1,809 -10%
TCWM
1980
Total Clarity Wealth Management
Illinois
$720K -$3.23K -73 -0.4%
JFA
1981
JNBA Financial Advisors
Minnesota
$718K
DAM
1982
Derbend Asset Management
Georgia
$717K -$32.6K -736 -4%
HFG
1983
Heron Financial Group
New York
$715K -$46.2K -1,043 -6%
GDP
1984
Great Diamond Partners
Maine
$715K +$214K +4,825 +41%
LWA
1985
Lenox Wealth Advisors
New York
$714K -$18.6K -420 -2%
ICP
1986
Ironvine Capital Partners
Nebraska
$714K
PCG
1987
Private Capital Group
Connecticut
$713K +$44K +993 +6%
AWCI
1988
Alpine Woods Capital Investors
New York
$712K
FC
1989
Forte Capital
New York
$711K +$177 +4 +0%
DTL
1990
Dynamic Technology Lab
Singapore
$710K -$220K -4,959 -23%
BMA
1991
Brooks Moore & Associates
Tennessee
$709K -$8.28K -187 -1%
IFAM
1992
Institutional & Family Asset Management
Colorado
$709K +$31.5K +712 +5%
EL
1993
EMFO LLC
Florida
$709K +$177K +4,000 +32%
BONH
1994
Bank of New Hampshire
New Hampshire
$708K
SWMP
1995
Signature Wealth Management Partners
New Jersey
$708K +$107K +2,422 +17%
SSW
1996
Smith Shellnut Wilson
Mississippi
$707K
AIM
1997
ARGA Investment Management
Connecticut
$705K -$37.8K -854 -5%
JF
1998
JSF Financial
California
$705K +$71.9K +1,622 +11%
TC
1999
TwinBeech Capital
New York
$704K +$12.6K +284 +2%
MA
2000
MJP Associates
Connecticut
$704K +$13.7K +309 +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.