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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
MWP
2401
Madison Wealth Partners
Wisconsin
$333K +$17.2K +389 +5%
BHIC
2402
Bassett Hargrove Investment Counsel
Delaware
$332K
AWM
2403
Affinity Wealth Management
Delaware
$332K +$346K +7,809 New
SRC
2404
Sage Rhino Capital
California
$331K -$2.57K -58 -0.7%
CA
2405
Cortland Associates
Missouri
$331K
LCM
2406
Liberty Capital Management
Michigan
$331K
GPWA
2407
Great Point Wealth Advisors
Massachusetts
$331K +$48.7K +1,100 +17%
SA
2408
SRH Advisors
Kansas
$329K -$57.6K -1,300 -15%
Q
2409
QVR
California
$329K +$339K +7,645 New
RWA
2410
Redhawk Wealth Advisors
Minnesota
$327K -$171K -3,850 -34%
LC
2411
Lindbrook Capital
California
$327K -$49.5K -1,118 -13%
PTB
2412
Pioneer Trust Bank
Oregon
$326K
BDFN
2413
Bond & Devick Financial Network
Minnesota
$326K +$2.35K +53 +0.7%
ME
2414
McIlrath & Eck
Washington
$326K +$2.61K +59 +0.8%
SW
2415
SlateStone Wealth
Florida
$326K +$62.6K +1,412 +23%
BWM
2416
BigSur Wealth Management
Florida
$325K
LTI
2417
Laffer Tengler Investments
Tennessee
$325K +$335K +7,551 New
BCMO
2418
Buckingham Capital Management (Ohio)
Ohio
$322K -$13.3K -300 -4%
FPGK
2419
Financial Partners Group (Kansas)
Kansas
$322K +$620 +14 +0.2%
TA
2420
TrueWealth Advisors
Alabama
$319K
SHGA
2421
Sand Hill Global Advisors
California
$319K +$13.2K +297 +4%
BFG
2422
Baron Financial Group
New Jersey
$318K -$4.39K -99 -1%
SAM
2423
Secure Asset Management
Michigan
$318K -$46.9K -1,058 -13%
HCMG
2424
Howard Capital Management Group
California
$318K
SLA
2425
Silver Lake Advisory
Utah
$318K +$266 +6 +0.1%

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.