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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
SIC
2226
Samalin Investment Counsel
New York
$472K +$17.1K +385 +4%
EA
2227
Emerald Advisors
Washington
$471K +$7.53K +170 +2%
PBC
2228
Pavion Blue Capital
California
$470K
PBT
2229
Pictet Bank & Trust
Bahamas
$469K -$455K -10,280 -49%
OR
2230
Olympiad Research
Connecticut
$467K
TP
2231
Tranquility Partners
Tennessee
$467K +$482K +10,869 New
GHA
2232
GW Henssler & Associates
Georgia
$466K -$13.7M -309,900 -97%
SF
2233
Symphony Financial
Texas
$466K -$118K -2,672 -20%
EGA
2234
Eagle Global Advisors
Texas
$466K -$6.64K -150 -1%
TFA
2235
Trinity Financial Advisors
Ohio
$466K +$266 +6 +0.1%
RVPG
2236
Relative Value Partners Group
$466K +$19.9K +450 +4%
WFA
2237
WestHill Financial Advisors
California
$466K +$480K +10,832 New
RWMH
2238
Riverpoint Wealth Management Holdings
Illinois
$465K -$86.4K -1,950 -15%
CAL
2239
Capital Advisors Ltd
Ohio
$465K +$14.8K +334 +3%
PWSG
2240
Pacific Wealth Strategies Group
California
$465K +$28.4K +641 +6%
AA
2241
ACT Advisors
North Carolina
$462K
CWG
2242
Cornerstone Wealth Group
North Carolina
$461K +$25.7K +580 +6%
UC
2243
Unio Capital
New Jersey
$459K
PCM
2244
Pointe Capital Management
Michigan
$459K +$10.1K +229 +2%
EBA
2245
Eagle Bay Advisors
New York
$459K +$229K +5,172 +95%
FAM
2246
Fenimore Asset Management
New York
$458K
HRC
2247
Hoertkorn Richard Charles
$457K -$2.21K -50 -0.5%
PWM
2248
Paulson Wealth Management
Illinois
$456K -$12.1K -274 -3%
GC
2249
Grace Capital
Massachusetts
$456K +$107K +2,420 +30%
WCM
2250
WealthBridge Capital Management
Ohio
$455K -$8.37K -189 -2%

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.