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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
PFWA
2201
Paces Ferry Wealth Advisors
Georgia
$487K -$37.9K -855 -7%
FEM
2202
Fulcrum Equity Management
Texas
$487K +$93.3K +2,105 +23%
SDWMA
2203
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$98K +2,212 +24%
CFA
2204
Capstone Financial Advisors
Illinois
$486K +$14.2K +321 +3%
FSG
2205
Financial Strategies Group
Michigan
$485K +$7.93K +179 +2%
FNBSF
2206
First National Bank Sioux Falls
South Dakota
$485K +$11.1K +250 +2%
PWA
2207
Physician Wealth Advisors
Utah
$485K +$22.1K +500 +4%
WAOI
2208
Wealth Advisors of Iowa
Iowa
$484K -$25.3K -570 -5%
JGIA
2209
Jackson Grant Investment Advisers
Connecticut
$484K +$2.44K +55 +0.5%
AIM
2210
Alhambra Investment Management
Florida
$483K +$4.43K +100 +0.9%
AIA
2211
Angeles Investment Advisors
California
$483K +$497K +11,226 New
ECM
2212
Elgethun Capital Management
South Dakota
$482K +$17.1K +385 +4%
PFA
2213
Peak Financial Advisors
Colorado
$482K +$497K +11,218 New
MWM
2214
Mattern Wealth Management
Kansas
$480K -$109K -2,450 -18%
COCM
2215
Charter Oak Capital Management
New Hampshire
$480K +$141K +3,185 +40%
PIA
2216
Pinion Investment Advisors
Kansas
$479K +$3.99K +90 +0.8%
PG
2217
Patten Group
Tennessee
$478K +$9.13K +206 +2%
CIC
2218
Chase Investment Counsel
Virginia
$477K -$962K -21,725 -66%
MCM
2219
Monument Capital Management
Virginia
$477K +$85.7K +1,934 +21%
RWB
2220
RMR Wealth Builders
New Jersey
$477K +$86.3K +1,948 +21%
JWBC
2221
John W. Bristol & Co
New York
$476K
CWM
2222
Cahaba Wealth Management
Georgia
$474K +$489K +11,037 New
NEIRG
2223
New England Investment & Retirement Group
Massachusetts
$473K +$40.4K +912 +9%
CAIMH
2224
Central Asset Investments & Management Holdings
Hong Kong
$473K +$487K +11,000 New
QCM
2225
Quest Capital Management
Texas
$472K -$70.5K -1,591 -13%

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.