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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
WQ
2251
Wealth Quarterback
New Jersey
$455K +$84.2K +1,901 +18%
SHWM
2252
Silicon Hills Wealth Management
Texas
$454K +$468K +10,560 New
OFG
2253
OmniStar Financial Group
North Carolina
$454K +$468K +10,569 New
TWI
2254
Thomas White International
Illinois
$452K
BEAM
2255
Baker Ellis Asset Management
Washington
$451K
MW
2256
MBL Wealth
North Carolina
$451K +$464K +10,479 New
SOW
2257
State of Wyoming
Wyoming
$450K +$446K +10,069 +2,575%
BCM
2258
Bourgeon Capital Management
Connecticut
$448K -$753K -17,000 -62%
LB
2259
Legacy Bridge
Iowa
$448K
PHAM
2260
Palisades Hudson Asset Management
Florida
$447K
BA
2261
Ballast Advisors
Minnesota
$447K +$7.31K +165 +2%
OAM
2262
Occidental Asset Management
California
$447K +$10.7K +242 +2%
VBCG
2263
Valley Brook Capital Group
Pennsylvania
$446K -$22.1K -500 -5%
CA
2264
CSM Advisors
Pennsylvania
$446K
NRA
2265
NSI Retail Advisors
Pennsylvania
$446K
MFP
2266
Meridian Financial Partners
Virginia
$446K +$9.97K +225 +2%
LWM
2267
Liberty Wealth Management
California
$446K +$94.6K +2,136 +27%
SAM
2268
Satovsky Asset Management
New York
$445K +$3.81K +86 +0.8%
PC
2269
Port Capital
Illinois
$444K -$6.51K -147 -1%
PBF
2270
Petix & Botte Financial
California
$444K +$229K +5,164 +100%
XSC
2271
X-Square Capital
Puerto Rico
$442K +$1.42K +32 +0.3%
IA
2272
IFG Advisors
Missouri
$442K +$7.09K +160 +2%
WP
2273
Waycross Partners
Kentucky
$441K -$111K -2,500 -20%
BA
2274
Bristlecone Advisors
Washington
$441K -$21.9K -494 -5%
PWA
2275
Phoenix Wealth Advisors
North Carolina
$441K -$4.25K -96 -0.9%

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.