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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
ESBC
2026
E.S. Barr & Co
Kentucky
$663K +$2.52K +57 +0.4%
CCWA
2027
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$662K +$18.7K +421 +3%
GWSG
2028
GPS Wealth Strategies Group
Colorado
$660K +$2.88K +65 +0.4%
NG
2029
Northstar Group
New York
$660K +$11K +248 +2%
GIA
2030
GHP Investment Advisors
Colorado
$659K -$25.5K -575 -4%
CYG
2031
Clean Yield Group
Vermont
$659K +$24.9K +562 +4%
B
2032
Bridgeworth
Alabama
$659K +$29.5K +666 +5%
OAM
2033
Oak Asset Management
California
$658K
GAG
2034
GM Advisory Group
New York
$655K +$133 +3 +0%
SFI
2035
SPC Financial Inc
Maryland
$653K -$28.8K -651 -4%
JCIA
2036
Jackson Creek Investment Advisors
Colorado
$653K -$21.9K -494 -3%
RTC
2037
Riverview Trust Company
Washington
$653K +$11.1K +250 +2%
EFM
2038
E Fund Management
China
$652K +$672K +15,163 New
WAG
2039
Winthrop Advisory Group
Massachusetts
$649K +$33.6K +759 +5%
CHA
2040
Carmichael Hill & Associates
Maryland
$648K +$6.47K +146 +1%
ZAM
2041
Zevin Asset Management
Massachusetts
$645K -$6.64K -150 -1%
MFS
2042
Monetta Financial Services
Illinois
$645K +$665K +15,000 New
Wealth Enhancement Advisory Services
2043
Wealth Enhancement Advisory Services
Minnesota
$644K -$2.28M -51,508 -78%
AL
2044
ACAS LLC
California
$642K -$27.5K -621 -4%
CAN
2045
Claraphi Advisory Network
United States
$642K +$25.5K +575 +4%
SIC
2046
Sigma Investment Counselors
Michigan
$641K +$4.39K +99 +0.7%
KWMG
2047
King Wealth Management Group
Florida
$641K +$9.04K +204 +1%
VFP
2048
Verus Financial Partners
Virginia
$637K +$6.73K +152 +1%
LA
2049
Latitude Advisors
Florida
$636K +$332K +7,497 +103%
MA
2050
MBA Advisors
Pennsylvania
$633K +$8.51K +192 +1%

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.