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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
OIM
676
Opus Investment Management
Massachusetts
$6.68M -$556K -5,200 -8%
RMSCM
677
R.M. Sincerbeaux Capital Management
New York
$6.67M
BIG
678
Boothe Investment Group
Delaware
$6.67M +$2.13M +19,911 +48%
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$6.57M -$1.36M -12,708 -17%
HCM
680
Hodges Capital Management
Texas
$6.55M -$30.4K -284 -0.5%
SIS
681
Sound Income Strategies
Florida
$6.52M +$1.85M +17,303 +40%
AWP
682
Ascent Wealth Partners
New York
$6.51M +$129K +1,204 +2%
BCV
683
Banque Cantonale Vaudoise
Switzerland
$6.5M -$1.52M -14,199 -19%
IRF
684
IBM Retirement Fund
New York
$6.49M -$584K -5,458 -8%
FFN
685
Focus Financial Network
Minnesota
$6.48M +$4.71M +44,020 +278%
Kovitz Investment Group Partners
686
Kovitz Investment Group Partners
Illinois
$6.47M -$491K -4,594 -7%
CT
687
Chicago Trust
Illinois
$6.45M -$484K -4,529 -7%
RAM
688
Riggs Asset Management
Pennsylvania
$6.44M -$79.2K -740 -1%
PAM
689
Palisade Asset Management
Minnesota
$6.41M +$118K +1,100 +2%
WDL
690
Well Done LLC
Michigan
$6.38M -$53.7K -502 -0.8%
LCS
691
Levin Capital Strategies
New York
$6.36M -$28.3K -265 -0.4%
IA
692
Icon Advisers
Colorado
$6.34M
HI
693
Horizon Investments
North Carolina
$6.33M +$6.26M +58,532 New
SSA
694
Schonfeld Strategic Advisors
New York
$6.31M +$1.73M +16,192 +38%
BRM
695
Boston Research & Management
Massachusetts
$6.3M +$62K +580 +1%
KPWS
696
Kestra Private Wealth Services
Texas
$6.29M +$233K +2,180 +4%
NONA
697
Ninety One North America
New York
$6.28M +$457K +4,268 +8%
SMI
698
Shelter Mutual Insurance
Missouri
$6.28M
SGA
699
Strategic Global Advisors
California
$6.22M +$1.82M +17,047 +42%
TIM
700
Thompson Investment Management
Wisconsin
$6.22M +$82.9K +775 +1%

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.