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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
BFWA
2451
Benchmark Financial Wealth Advisors
Florida
$307K +$31.2K +705 +11%
HCA
2452
Horan Capital Advisors
Ohio
$306K -$8.86K -200 -3%
WS
2453
Wela Strategies
Georgia
$305K -$51.6K -1,164 -14%
RRA
2454
Round Rock Advisors
Connecticut
$305K +$27.7K +626 +10%
AAS
2455
Annex Advisory Services
Wisconsin
$304K -$35.2K -794 -10%
MWP
2456
Meridian Wealth Partners
Pennsylvania
$302K -$29.1K -658 -9%
MI
2457
Markston International
New York
$301K -$1.07M -24,058 -77%
SWA
2458
Sax Wealth Advisors
New Jersey
$301K -$27K -609 -8%
PP
2459
PrairieView Partners
Minnesota
$301K +$576 +13 +0.2%
OAJ
2460
Ogorek Anthony Joseph
New York
$300K +$620 +14 +0.2%
AIP
2461
Ahrens Investment Partners
Louisiana
$299K +$50.2K +1,134 +19%
KP
2462
Keel Point
Alabama
$299K +$308K +6,961 New
ADBIC
2463
A.D. Beadell Investment Counsel
Wisconsin
$298K -$35.4K -800 -10%
TCM
2464
Tradewinds Capital Management
Washington
$298K -$11.8K -267 -4%
PIM
2465
Profit Investment Management
Maryland
$298K
CTB
2466
Country Trust Bank
Illinois
$298K +$88.2K +1,992 +40%
GFPC
2467
Global Financial Private Client
Florida
$297K
ACA
2468
Aptus Capital Advisors
Alabama
$297K -$28.2K -637 -8%
F
2469
F3Logic
Minnesota
$297K +$67.7K +1,529 +29%
SEP
2470
Southland Equity Partners
Missouri
$296K +$10.7K +242 +4%
OWA
2471
Opal Wealth Advisors
New York
$296K -$62.4K -1,408 -17%
TCM
2472
Towercrest Capital Management
Pennsylvania
$295K -$3.5K -79 -1%
W
2473
WealthOne
New York
$294K -$3.99K -90 -1%
SFG
2474
StrategIQ Financial Group
Indiana
$294K +$8.51K +192 +3%
TIM
2475
Total Investment Management
Arizona
$293K +$222 +5 +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.