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2,733 hedge funds and large institutions have $145B invested in Pfizer in 2021 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 1,282 increasing their positions, 1,001 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 97

28% more repeat investments, than reductions

Existing positions increased: 1,282 | Existing positions reduced: 1,001

27% more funds holding in top 10

Funds holding in top 10: 5570 (+15)

9% more capital invested

Capital invested by funds: $133B → $145B (+$12.5B)

2% more funds holding

Funds holding: 2,6762,733 (+57)

0.55% more ownership

Funds ownership: 65.93%66.48% (+0.55%)

10% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $2.47B

Holders
2,733
Holders Change
+57
Holders Change %
+2.13%
% of All Funds
47.56%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
187
Increased
1,282
Reduced
1,001
Closed
97
Calls
$2.23B
Puts
$2.47B
Net Calls
-$240M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.9B +$206M +5,289,511 +1%
BlackRock
2
BlackRock
New York
$15.9B +$51.1M +1,314,302 +0.3%
State Street
3
State Street
Massachusetts
$10.9B +$143M +3,681,456 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.47B -$313M -8,059,345 -3%
Capital World Investors
5
Capital World Investors
California
$9.41B +$393M +10,103,021 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.76B +$86.8M +2,233,072 +2%
Northern Trust
7
Northern Trust
Illinois
$2.52B -$31.2M -802,659 -1%
Bank of America
8
Bank of America
North Carolina
$2.5B -$153M -3,933,416 -6%
Norges Bank
9
Norges Bank
Norway
$2.31B -$107M -2,741,536 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.3B -$120M -3,093,826 -5%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$2.21B
Charles Schwab
12
Charles Schwab
California
$2.14B +$156M +4,018,496 +8%
Morgan Stanley
13
Morgan Stanley
New York
$1.88B +$61.5M +1,582,052 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.56B -$751K -19,302 -0%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.46B +$55.8M +1,434,331 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$1.43B +$114M +2,939,772 +9%
Franklin Resources
17
Franklin Resources
California
$1.4B +$356M +9,156,521 +34%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$1.34B -$38.7M -996,075 -3%
Sanders Capital
19
Sanders Capital
Florida
$1.31B +$49.5M +1,272,869 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.24B -$143M -3,671,391 -10%
Wells Fargo
21
Wells Fargo
California
$1.17B +$25.7M +661,754 +2%
PPA
22
Parametric Portfolio Associates
Washington
$1.06B +$22.5M +578,315 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$993M -$29M -745,126 -3%
N
24
Nuveen
North Carolina
$961M -$11.7M -301,412 -1%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$951M +$39.9M +1,026,903 +4%

PFE Hedge Fund Activity: Q2 2021 in Review

2,733 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2021, worth a combined $145B — up 9.4% from $133B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new PFE positions and 97 closed out — a net gain of 90 holders — while 1,282 added to existing stakes and 1,001 trimmed.

The largest buyer was Capital World Investors, adding an estimated $393M. The largest seller was Wellington Management Group, cutting an estimated $313M.

  • 2,733 institutional investors held Pfizer (PFE) as of Q2 2021, up from 2,676 in Q1 2021.
  • Funds reported $145B of Pfizer stock for Q2 2021, up 9.4% quarter-over-quarter.
  • 187 funds opened new Pfizer positions in Q2 2021 and 97 closed out, a net change of +90 holders.
  • The largest Pfizer buyer in Q2 2021 was Capital World Investors, an estimated $393M added.
  • The largest Pfizer seller in Q2 2021 was Wellington Management Group, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2021.