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AbbVie

2,982 hedge funds and large institutions have $161B invested in AbbVie in 2021 Q4 according to their latest regulatory filings, with 456 funds opening new positions, 1,280 increasing their positions, 920 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more first-time investments, than exits

New positions opened: 456 | Existing positions closed: 87

60% more funds holding in top 10

Funds holding in top 10: 134214 (+80)

39% more repeat investments, than reductions

Existing positions increased: 1,280 | Existing positions reduced: 920

32% more call options, than puts

Call options by funds: $4.17B | Put options by funds: $3.15B

27% more capital invested

Capital invested by funds: $127B → $161B (+$33.8B)

12% more funds holding

Funds holding: 2,6552,982 (+327)

0.73% more ownership

Funds ownership: 66.69%67.42% (+0.73%)

Holders
2,982
Holders Change
+327
Holders Change %
+12.32%
% of All Funds
45.88%
Holding in Top 10
214
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+59.7%
% of All Funds
3.29%
New
456
Increased
1,280
Reduced
920
Closed
87
Calls
$4.17B
Puts
$3.15B
Net Calls
+$1.02B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
2851
Standard Family Office
South Dakota
$112K +$97.9K +829 New
CWM
2852
Curi Wealth Management
North Carolina
$110K +$96.3K +815 New
MSE
2853
MUFG Securities EMEA
United Kingdom
$109K -$28.9M -244,998 -100%
DI
2854
Disciplined Investments
Oklahoma
$109K +$37.8K +320 +66%
SWM
2855
Scissortail Wealth Management
Oklahoma
$107K +$93.6K +792 New
PP
2856
PFS Partners
New Jersey
$106K +$92.7K +785 New
BHWM
2857
Bay Harbor Wealth Management
Maryland
$105K -$14.3K -121 -14%
WAS
2858
Winch Advisory Services
Wisconsin
$105K +$48.5K +411 +113%
M
2859
MOTCO
Texas
$104K -$7.68K -65 -8%
GM
2860
GeoWealth Management
Illinois
$103K +$59.2K +501 +195%
TLFA
2861
True Link Financial Advisors
California
$102K
PWC
2862
PYA Waltman Capital
Tennessee
$102K +$88.8K +752 New
LFASL
2863
Lugano Financial Advisors SA (LFA)
Switzerland
$99K +$86.5K +732 New
MW
2864
Milestone Wealth
New York
$99K +$86.6K +733 New
RDFA
2865
Ritter Daniher Financial Advisory
Ohio
$97K +$591 +5 +0.7%
DWP
2866
Destiny Wealth Partners
Florida
$96K -$4.37K -37 -5%
TJHA
2867
Thomas J. Herzfeld Advisors
Florida
$95K
IWP
2868
IAG Wealth Partners
Wisconsin
$93K +$354 +3 +0.4%
PP
2869
PrairieView Partners
Minnesota
$93K +$81.3K +688 New
SWM
2870
Selective Wealth Management
Virginia
$91K
FFA
2871
Freedman Financial Associates
Massachusetts
$89K +$236 +2 +0.3%
CIM
2872
Contravisory Investment Management
Massachusetts
$88K
MAM
2873
McCarthy Asset Management
California
$87K
IUHSA
2874
Itau Unibanco Holding S.A.
Brazil
$86K +$10.7K +91 +17%
SAM
2875
Strategic Asset Management
Minnesota
$83K +$10K +85 +16%

ABBV Hedge Fund Activity: Q4 2021 in Review

2,982 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2021, worth a combined $161B — up 27% from $127B a quarter earlier.

Buyers outnumbered sellers: 456 funds opened new ABBV positions and 87 closed out — a net gain of 369 holders — while 1,280 added to existing stakes and 920 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $753M. The largest seller was Berkshire Hathaway, cutting an estimated $1.34B.

  • 2,982 institutional investors held AbbVie (ABBV) as of Q4 2021, up from 2,655 in Q3 2021.
  • Funds reported $161B of AbbVie stock for Q4 2021, up 27% quarter-over-quarter.
  • 456 funds opened new AbbVie positions in Q4 2021 and 87 closed out, a net change of +369 holders.
  • The largest AbbVie buyer in Q4 2021 was T. Rowe Price Associates, an estimated $753M added.
  • The largest AbbVie seller in Q4 2021 was Berkshire Hathaway, an estimated $1.34B sold.

Based on aggregated 13F filings for Q4 2021.