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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
HA
2351
Harborview Advisors
Maine
$368K +$44.6K +1,006 +13%
CWM
2352
Connecticut Wealth Management
Connecticut
$368K +$59.1K +1,335 +18%
RC
2353
RBO & Co
California
$367K
OWA
2354
Octavia Wealth Advisors
Ohio
$367K +$62.4K +1,408 +20%
WW
2355
Westshore Wealth
California
$366K -$1.29M -29,218 -77%
CW
2356
Cabot-Wellington
Massachusetts
$365K -$29K -654 -7%
TWM
2357
TriaGen Wealth Management
California
$365K
SEIA
2358
Signature Estate & Investment Advisors
California
$365K +$3.06K +69 +0.8%
RTS
2359
Round Table Services
New Jersey
$365K +$87.7K +1,980 +30%
CA
2360
Crewe Advisors
Utah
$364K -$2.44K -55 -0.6%
FLAM
2361
First Light Asset Management
Minnesota
$364K
BWA
2362
Beam Wealth Advisors
Louisiana
$363K +$9.53K +215 +3%
HFP
2363
Holistic Financial Partners
Indiana
$363K +$38.3K +864 +11%
OL
2364
Optas LLC
Texas
$362K -$33.5K -756 -8%
HFAS
2365
Hummer Financial Advisory Services
Illinois
$360K
FAM
2366
Flaharty Asset Management
Florida
$357K +$367K +8,289 New
PGWM
2367
Parisi Gray Wealth Management
New Jersey
$356K +$2.48K +56 +0.7%
RFO
2368
RiverGlades Family Offices
Florida
$355K
FRM
2369
Fox Run Management
Connecticut
$355K +$365K +8,243 New
BWM
2370
BNC Wealth Management
Oregon
$354K +$177 +4 +0%
JFGLC
2371
Johnson Financial Group LLC (Colorado)
Colorado
$353K -$205K -4,630 -36%
VC
2372
Veracity Capital
Georgia
$353K -$20.7K -468 -5%
RHP
2373
Royal Harbor Partners
Texas
$353K
AP
2374
Arlington Partners
Alabama
$353K +$364K +8,213 New
CAM
2375
Cidel Asset Management
Ontario, Canada
$350K -$8.9K -201 -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.