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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
APW
2076
Austin Private Wealth
Texas
$611K +$12.6K +284 +2%
OFW
2077
Omnia Family Wealth
Florida
$609K -$4.3K -97 -0.7%
SOAMC
2078
Spirit of America Management Corp
New York
$609K +$44.3K +1,000 +8%
WAM
2079
Winslow Asset Management
Ohio
$607K
TFM
2080
TFC Financial Management
Massachusetts
$604K +$2.7K +61 +0.4%
MAG
2081
Mayfair Advisory Group
Alabama
$604K +$12.8K +290 +2%
MFG
2082
Magnus Financial Group
New York
$603K -$11.8K -267 -2%
GSWM
2083
Golden State Wealth Management
California
$602K -$4.96K -112 -0.8%
MJP
2084
Michael J. Puzo
$601K -$8.86K -200 -1%
HC
2085
Hoese & Co
Minnesota
$600K +$7K +158 +1%
KPCM
2086
Kings Point Capital Management
New York
$599K +$4.65K +105 +0.8%
DPI
2087
Diversified Portfolios Inc
Michigan
$599K +$22.9K +516 +4%
RPWA
2088
Regent Peak Wealth Advisors
Georgia
$598K +$7.97K +180 +1%
CWA
2089
Clearview Wealth Advisors
Oregon
$598K +$71.1K +1,606 +13%
CWM
2090
Chesapeake Wealth Management
Virginia
$597K -$42.3K -955 -6%
CWP
2091
Concord Wealth Partners
Virginia
$596K -$514K -11,596 -46%
MWM
2092
Merriman Wealth Management
Washington
$595K +$17.4K +393 +3%
MCA
2093
Magnolia Capital Advisors
Mississippi
$594K -$69.3K -1,564 -10%
PIA
2094
Perennial Investment Advisors
California
$594K +$47.9K +1,081 +8%
RFN
2095
RDA Financial Network
Iowa
$592K +$6.25K +141 +1%
MA
2096
MONECO Advisors
Connecticut
$591K +$15.4K +347 +3%
TC
2097
Trust Company
Kansas
$590K -$511K -11,531 -46%
AG
2098
AlphaSimPlex Group
Massachusetts
$588K -$265K -5,980 -30%
CCM
2099
Cribstone Capital Management
Maine
$588K -$1.95K -44 -0.3%
BBP
2100
Banco BTG Pactual
Brazil
$586K -$236K -5,316 -28%

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.