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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
CSIC
301
Clifford Swan Investment Counsel
California
$27.2M -$166K -1,553 -0.6%
CFB
302
Cullen/Frost Bankers
Texas
$27.2M -$511K -4,777 -2%
DIA
303
Dana Investment Advisors
Wisconsin
$27.1M +$2.53M +23,622 +10%
MOACM
304
Mutual of America Capital Management
New York
$27M +$480K +4,488 +2%
BC
305
Blackhill Capital
New Jersey
$26.8M +$32.1K +300 +0.1%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$26.6M +$6.48M +60,574 +33%
VRS
307
Virginia Retirement Systems
Virginia
$26.6M -$3.72M -34,800 -12%
VCM
308
Vigilant Capital Management
Maine
$26.5M +$171K +1,595 +0.7%
MCM
309
MAI Capital Management
Ohio
$26.5M -$5.93M -55,424 -18%
EIP
310
Easterly Investment Partners
Massachusetts
$26.4M -$4.2M -39,291 -14%
IMPI
311
Ilmarinen Mutual Pension Insurance
Finland
$26.2M +$3.96M +37,000 +18%
MSE
312
MUFG Securities EMEA
United Kingdom
$26.1M -$32.5M -303,821 -56%
ADEF
313
Adams Diversified Equity Fund
Maryland
$26.1M
SH
314
SeaTown Holdings
Singapore
$26M
IWA
315
Inspirion Wealth Advisors
Illinois
$25.4M +$4.66M +43,529 +23%
Vontobel Holding
316
Vontobel Holding
Switzerland
$25.4M +$5.7M +53,279 +29%
MAA
317
Matrix Asset Advisors
New York
$25M +$369K +3,449 +2%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7M +$1.9M +17,751 +8%
AA
319
ALPS Advisors
Colorado
$24.6M +$1.98M +18,548 +9%
Squarepoint
320
Squarepoint
New York
$24.6M +$615K +5,753 +3%
Cerity Partners
321
Cerity Partners
New York
$24.5M +$11.5M +107,276 +90%
PR
322
Payden & Rygel
California
$24.4M +$1.39M +13,000 +6%
SC
323
Scotia Capital
Ontario, Canada
$24.1M +$1.07M +9,964 +5%
SSWM
324
Smith Salley Wealth Management
North Carolina
$24M +$708K +6,615 +3%
NAM
325
Nissay Asset Management
Japan
$24M -$463K -4,325 -2%

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.