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
JBA
2151
Johnson Bixby & Associates
Washington
$538K
TFA
2152
Teamwork Financial Advisors
Texas
$537K +$33.1K +748 +6%
DTC
2153
Davidson Trust Company
Washington
$536K -$89 -2 -0%
PWMG
2154
Prestige Wealth Management Group
New Jersey
$535K +$4.43K +100 +0.8%
AMM
2155
American Money Management
California
$534K +$115K +2,586 +26%
HWA
2156
Heritage Wealth Advisors
Virginia
$533K -$95.2K -2,150 -15%
VC
2157
Vestor Capital
Illinois
$532K +$22.1K +500 +4%
AA
2158
Advisory Alpha
Michigan
$532K +$205K +4,632 +60%
IF
2159
IRON Financial
Illinois
$531K +$547K +12,340 New
LI
2160
LVZ Inc
Michigan
$530K +$20K +451 +4%
LFG
2161
Larson Financial Group
Missouri
$526K +$9.79K +221 +2%
FUBT
2162
First United Bank & Trust
Maryland
$525K -$4.43K -100 -0.8%
BMCM
2163
Bryn Mawr Capital Management
Pennsylvania
$525K +$92.1K +2,080 +21%
BMM
2164
Buffington Mohr McNeal
Idaho
$523K +$44 +1 +0%
KF
2165
Krilogy Financial
Missouri
$523K +$25.1K +566 +5%
FIB
2166
First Interstate Bank
Montana
$521K +$46.5K +1,049 +9%
FCFC
2167
First Citizens Financial Corp
Iowa
$519K -$65.9K -1,488 -11%
Financial Engines Advisors
2168
Financial Engines Advisors
California
$518K +$2.17K +49 +0.4%
FBA
2169
Front Barnett Associates
Illinois
$517K -$7.35K -166 -1%
OBGC
2170
O'Brien Greene & Co
Pennsylvania
$517K
GWI
2171
Grace & White Inc
New York
$516K
PCA
2172
Pallas Capital Advisors
Massachusetts
$515K -$169K -3,823 -25%
SFG
2173
Sovereign Financial Group
Connecticut
$515K -$99.1K -2,238 -16%
WDL
2174
Well Done LLC
Michigan
$514K +$49.7K +1,122 +10%
WW
2175
Waterfront Wealth
Kansas
$512K -$31.1K -701 -6%

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.