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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
BBL
2101
Beck Bode LLC
Massachusetts
$585K -$3.28K -74 -0.5%
AC
2102
Apella Capital
Connecticut
$585K +$487 +11 +0.1%
SC
2103
Shay Capital
New York
$585K +$603K +13,601 New
AWG
2104
Altus Wealth Group
Colorado
$584K -$123K -2,772 -17%
CMANY
2105
Capital Management Associates (New York)
New York
$583K
CSPIA
2106
Cary Street Partners Investment Advisory
Virginia
$582K +$24.5K +554 +4%
JWM
2107
Janiczek Wealth Management
Colorado
$580K +$20.2K +455 +3%
PWMG
2108
Pinnacle Wealth Management Group
Michigan
$580K +$22.1K +500 +4%
CFA
2109
Camarda Financial Advisors
Florida
$578K -$415K -9,361 -41%
CBFP
2110
Cedar Brook Financial Partners
Ohio
$578K -$72.9K -1,645 -11%
WI
2111
Wedgewood Investors
Pennsylvania
$577K -$1.11K -25 -0.2%
CWM
2112
CCG Wealth Management
California
$577K
BRA
2113
Bender Robert & Associates
California
$577K +$1.33K +30 +0.2%
AL
2114
ADE LLC
Maryland
$576K -$13.3K -300 -2%
MAM
2115
McLean Asset Management
Virginia
$576K +$125K +2,813 +27%
CCP
2116
Cardan Capital Partners
Colorado
$575K +$18.4K +416 +3%
CF
2117
Copperwynd Financial
Arizona
$574K +$27.8K +628 +5%
RGC
2118
Roberts, Glore & Co
Illinois
$572K -$134K -3,030 -19%
PGA
2119
Portland Global Advisors
Maine
$571K
SCM
2120
SKBA Capital Management
California
$570K +$4.43K +100 +0.8%
CFG
2121
Cooper Financial Group
California
$569K +$7.09K +160 +1%
VCS
2122
Vaughan & Co Securities
New Jersey
$567K -$9.35K -211 -2%
5L
2123
55I LLC
Massachusetts
$567K +$132K +2,990 +29%
SF
2124
Summit Financial
New Jersey
$565K +$197K +4,454 +51%
LA
2125
LexAurum Advisors
Kansas
$565K -$3.15K -71 -0.5%

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.