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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
DA
2001
Doliver Advisors
Texas
$703K +$52.5K +1,186 +8%
LWANC
2002
Laurel Wealth Advisors (North Carolina)
North Carolina
$703K +$84.2K +1,900 +13%
SCM
2003
Stevens Capital Management
Pennsylvania
$701K -$643K -14,522 -47%
HC
2004
HNP Capital
New York
$700K -$50.9K -1,150 -7%
VRM
2005
Vectors Research Management
New York
$700K -$50.9K -1,150 -7%
B
2006
Bellecapital
Switzerland
$700K
APW
2007
Acima Private Wealth
Virginia
$699K
SWA
2008
Sightline Wealth Advisors
Connecticut
$699K +$1.82K +41 +0.3%
WPA
2009
Winning Points Advisors
Florida
$697K +$90.8K +2,050 +14%
FB
2010
First Bancorp
Maine
$694K +$714K +16,119 New
CSWG
2011
Cardinal Strategic Wealth Guidance
Kentucky
$692K -$26.1K -590 -4%
SSCA
2012
South Shore Capital Advisors
Massachusetts
$690K +$121K +2,735 +21%
PAM
2013
Pegasus Asset Management
New York
$686K
MCM
2014
Marathon Capital Management
Maryland
$684K +$181K +4,083 +35%
WGAM
2015
Wilkinson Global Asset Management
New York
$683K +$95.7K +2,161 +16%
III
2016
Independent Investors Inc
New York
$680K
SAS
2017
Sanford Advisory Services
Michigan
$676K +$18.7K +421 +3%
CWM
2018
Circle Wealth Management
New Jersey
$676K +$76.4K +1,725 +12%
RI
2019
Ridgewood Investments
New Jersey
$675K -$494K -11,142 -42%
TAIM
2020
TD Ameritrade Investment Management
Nebraska
$675K +$108K +2,439 +15%
PSC
2021
Prentiss Smith & Co
Vermont
$673K +$45.3K +1,022 +7%
HPWM
2022
Highland Private Wealth Management
Washington
$671K +$306K +6,903 +79%
XS
2023
XR Securities
Illinois
$668K +$117K +2,640 +20%
IDBONY
2024
Israel Discount Bank of New York
New York
$668K +$687K +15,518 New
WPC
2025
White Pine Capital
Minnesota
$664K

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.