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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
AIA
2426
Alera Investment Advisors
Illinois
$318K +$17.4K +393 +6%
LNWTC
2427
Laird Norton Wetherby Trust Company
Washington
$317K +$65.9K +1,488 +25%
AAP
2428
Arax Advisory Partners
Colorado
$316K +$22.4K +505 +7%
SWG
2429
Summit Wealth Group
Vermont
$316K +$326K +7,349 New
NC
2430
NovaPoint Capital
Georgia
$314K +$324K +7,310 New
AIFAIM
2431
American Institute for Advanced Investment Management
Arizona
$313K -$3.77K -85 -1%
PNAA
2432
Pictet North America Advisors
Switzerland
$313K
SPA
2433
Sentinel Pension Advisors
Massachusetts
$313K
EFG
2434
Everhart Financial Group
Ohio
$313K +$323K +7,281 New
SWM
2435
Sugarloaf Wealth Management
Georgia
$312K -$59.7K -1,347 -16%
MCCP
2436
Mission Creek Capital Partners
California
$312K
GC
2437
Garde Capital
Washington
$312K +$11.1K +250 +4%
DAM
2438
Diamant Asset Management
Connecticut
$312K +$321K +7,250 New
CANC
2439
Culbertson A N & Co
Virginia
$312K +$322K +7,270 New
FCT
2440
Family Capital Trust
Massachusetts
$310K
SNBOSCI
2441
Security National Bank of Sioux City Iowa
Iowa
$310K +$319K +7,200 New
FOA
2442
Five Oceans Advisors
California
$310K +$320K +7,214 New
BFS
2443
Beacon Financial Strategies
North Carolina
$310K -$9.39K -212 -3%
GB
2444
Goepper Burkhardt
South Carolina
$309K
SAMC
2445
Spectrum Asset Management (California)
California
$309K
BG
2446
Benedetti & Gucer
Georgia
$309K +$44.8K +1,012 +16%
OCPWS
2447
One Charles Private Wealth Services
Massachusetts
$308K
TA
2448
Trellis Advisors
Washington
$308K +$44 +1 +0%
BCB
2449
Brian C. Broderick
$307K
FA
2450
Financial Avengers
California
$307K +$1.46K +33 +0.5%

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.