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AbbVie

2,615 hedge funds and large institutions have $128B invested in AbbVie in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,290 increasing their positions, 893 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 101

44% more repeat investments, than reductions

Existing positions increased: 1,290 | Existing positions reduced: 893

1% more funds holding

Funds holding: 2,5982,615 (+17)

0% less capital invested

Capital invested by funds: $129B → $128B (-$391M)

0.54% less ownership

Funds ownership: 67.95%67.41% (-0.54%)

14% less funds holding in top 10

Funds holding in top 10: 161138 (-23)

16% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.83B

Holders
2,615
Holders Change
+17
Holders Change %
+0.65%
% of All Funds
45.91%
Holding in Top 10
138
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-14.29%
% of All Funds
2.42%
New
152
Increased
1,290
Reduced
893
Closed
101
Calls
$1.54B
Puts
$1.83B
Net Calls
-$289M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2551
Roble Belko & Company
Pennsylvania
$45K
WCM
2552
Wealthcare Capital Management
Virginia
$45K +$44.5K +416 New
RWML
2553
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$43.3K +$3.42K +32 +9%
ADIM
2554
Alpha DNA Investment Management
Maryland
$42K +$8.13K +76 +24%
HFA
2555
HC Financial Advisors
California
$41K
LWA
2556
Lowe Wealth Advisors
Maryland
$41K
DI
2557
Disciplined Investments
Oklahoma
$41K +$1.28K +12 +3%
MIM
2558
Macroview Investment Management
Maryland
$40K +$428 +4 +1%
KFS
2559
Kelly Financial Services
Massachusetts
$39.6K +$1.39K +13 +4%
MFA
2560
McClarren Financial Advisors
Pennsylvania
$39K
ICM
2561
Islay Capital Management
Texas
$38K
TIM
2562
Tortoise Investment Management
New York
$38K +$3K +28 +9%
KFP
2563
KB Financial Partners
New Jersey
$37K +$36.3K +339 New
KAS
2564
Kemnay Advisory Services
New York
$36K -$855K -7,998 -96%
SWP
2565
ShoreHaven Wealth Partners
New Jersey
$35K +$20.4K +191 +150%
RA
2566
Resolute Advisors
California
$34K +$44.1K +412 New
CPA
2567
Cowen Prime Advisors
New York
$33K
MCA
2568
Mercer Capital Advisers
New Jersey
$33K
WAS
2569
Winch Advisory Services
Wisconsin
$33K +$3.1K +29 +10%
JPLA
2570
Joseph P. Lucia & Associates
New York
$27K -$1.6K -15 -6%
TCCM
2571
Timber Creek Capital Management
Massachusetts
$24K -$6.42K -60 -21%
SFPG
2572
Stonebridge Financial Planning Group
Florida
$22K -$2.67K -25 -11%
CCMW
2573
Cypress Capital Management (Wyoming)
Wyoming
$22K
HWM
2574
Holloway Wealth Management
Florida
$22K
TWP
2575
TFO Wealth Partners
Ohio
$22K +$21.4K +200 New

ABBV Hedge Fund Activity: Q1 2021 in Review

2,615 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2021, worth a combined $128B — down 0.3% from $129B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new ABBV positions and 101 closed out — a net gain of 51 holders — while 1,290 added to existing stakes and 893 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $814M. The largest seller was Capital Research Global Investors, cutting an estimated $1.89B.

  • 2,615 institutional investors held AbbVie (ABBV) as of Q1 2021, up from 2,598 in Q4 2020.
  • Funds reported $128B of AbbVie stock for Q1 2021, down 0.3% quarter-over-quarter.
  • 152 funds opened new AbbVie positions in Q1 2021 and 101 closed out, a net change of +51 holders.
  • The largest AbbVie buyer in Q1 2021 was Fidelity Investments, an estimated $814M added.
  • The largest AbbVie seller in Q1 2021 was Capital Research Global Investors, an estimated $1.89B sold.

Based on aggregated 13F filings for Q1 2021.