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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
SWM
2326
Selective Wealth Management
Virginia
$392K -$105K -2,375 -21%
PCC
2327
Park Circle Company
Maryland
$391K
SAM
2328
Seelaus Asset Management
New Jersey
$390K +$44 +1 +0%
KFA
2329
Krane Funds Advisors
New York
$390K +$401K +9,059 New
FPCP
2330
Fort Point Capital Partners
California
$387K -$31.7K -716 -7%
MMM
2331
Mendel Money Management
Illinois
$387K +$4.21K +95 +1%
ARG
2332
Advisory Resource Group
Oklahoma
$386K -$612K -13,823 -61%
JWM
2333
JFG Wealth Management
Colorado
$386K
WPA
2334
West Paces Advisors
Georgia
$385K +$89.4K +2,019 +29%
FBFS
2335
First Business Financial Services
Wisconsin
$383K
FMP
2336
Financial Management Professionals
Texas
$383K +$1.42K +32 +0.4%
PJSIMP
2337
P.J. Schmidt Investment Management (PJS)
Wisconsin
$380K +$9.53K +215 +3%
RZH
2338
Relyea Zuckerberg Hanson
Connecticut
$380K +$63.3K +1,428 +19%
CFAM
2339
Center For Asset Management
Florida
$379K -$26K -586 -6%
FCFC
2340
First Commonwealth Financial Corp
Pennsylvania
$379K -$3.81K -86 -1%
KA
2341
Klingman & Associates
New York
$378K -$50.5K -1,139 -11%
GA
2342
Geller Advisors
New York
$377K +$9.97K +225 +3%
SDH
2343
Sloy Dahl & Holst
Washington
$376K +$22.6K +511 +6%
ACA
2344
Affinity Capital Advisors
California
$375K -$2.88K -65 -0.7%
LF
2345
LifeSteps Financial
California
$375K
BIP
2346
Blueprint Investment Partners
North Carolina
$375K +$387K +8,726 New
BIM
2347
Barton Investment Management
Pennsylvania
$374K
GAM
2348
Gemmer Asset Management
California
$372K +$133 +3 +0%
ER
2349
Enlightenment Research
Florida
$370K +$53.2K +1,200 +16%
AHB
2350
Abner Herrman & Brock
New Jersey
$368K -$4.56K -103 -1%

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.