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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
CMA
2576
Cedar Mountain Advisors
Oregon
$21K +$321 +3 +2%
CP
2577
Corbenic Partners
Pennsylvania
$21K +$11.1K +104 +121%
TVWM
2578
Tower View Wealth Management
Wisconsin
$20K -$24.6K -230 -55%
BCM
2579
Blume Capital Management
California
$20K -$10.7K -100 -35%
DWMG
2580
DB Wealth Management Group
California
$20K
CAM
2581
Costello Asset Management
Pennsylvania
$20K +$2.78K +26 +17%
HF
2582
Halpern Financial
Virginia
$19K +$13.5K +126 +252%
FI
2583
FormulaFolio Investments
Michigan
$17K -$9.26M -86,548 -100%
CIA
2584
Cascade Investment Advisors
Oregon
$16.9K
AW
2585
Avion Wealth
Texas
$14K -$5.35K -50 -28%
JAM
2586
JCIC Asset Management
Ontario, Canada
$14K
FFW
2587
Fusion Family Wealth
New York
$11K
AWM
2588
Activest Wealth Management
Florida
$11K +$10.7K +100 New
BMD
2589
Better Money Decisions
New Mexico
$10K +$9.95K +93 New
BCPWM
2590
Bradley & Co Private Wealth Management
Florida
$10K +$10.5K +98 New
LWA
2591
Lenox Wealth Advisors
New York
$9K -$2.78K -26 -25%
MS
2592
Mizuho Securities
Japan
$9K -$2.57K -24 -23%
CA
2593
Crewe Advisors
Utah
$9K
GC
2594
Globeflex Capital
California
$9K
HWMA
2595
Heritage Wealth Management (Arizona)
Arizona
$9K +$9.31K +87 New
BBHC
2596
Brown Brothers Harriman & Co
New York
$7.23K +$187K +1,749 +3%
LWP
2597
Laurel Wealth Planning
Minnesota
$6K
SWG
2598
Summit Wealth Group
Vermont
$6K +$6.1K +57 New
TAM
2599
Tucker Asset Management
Colorado
$4.54K +$2.67K +25 +147%
MFT
2600
Moisand Fitzgerald Tamayo
Florida
$4K -$7.06K -66 -65%

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.