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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
CWM
776
Concentric Wealth Management
California
$5.21M +$335K +3,131 +7%
SWM
777
Stockman Wealth Management
Montana
$5.2M +$13.6K +127 +0.3%
MCC
778
Money Concepts Capital
Florida
$5.18M +$65.5K +612 +1%
KCM
779
Kornitzer Capital Management
Kansas
$5.18M -$103K -965 -2%
PWS
780
Peloton Wealth Strategists
Indiana
$5.18M +$126K +1,176 +3%
AC
781
Allstate Corporation
Illinois
$5.18M +$420K +3,928 +9%
PAS
782
Park Avenue Securities
New York
$5.17M +$788K +7,370 +18%
LSA
783
L & S Advisors
California
$5.13M +$625K +5,839 +14%
BB
784
Busey Bank
Illinois
$5.13M +$63.8K +596 +1%
GT
785
Greenleaf Trust
Michigan
$5.13M +$213K +1,989 +4%
DWA
786
Douglass Winthrop Advisors
New York
$5.12M +$752K +7,028 +17%
VWA
787
Visionary Wealth Advisors
Illinois
$5.1M -$642 -6 -0%
NGA
788
Naples Global Advisors
Florida
$5.08M +$107K +998 +2%
RWA
789
Ropes Wealth Advisors
Massachusetts
$5.08M +$459K +4,293 +11%
IC
790
IEQ Capital
California
$5.07M +$240K +2,245 +5%
RIM
791
Redpoint Investment Management
Australia
$5.05M +$4.99M +46,658 New
FM
792
Foster & Motley
Ohio
$5.05M -$61K -570 -1%
OSIA
793
O'Shares Investment Advisers
Massachusetts
$5.04M -$20.2K -189 -0.4%
VFA
794
Voya Financial Advisors
Connecticut
$5.03M +$3.1K +29 +0.1%
ATWA
795
Arbor Trust Wealth Advisors
Michigan
$5.01M +$89.8K +840 +2%
AFP
796
Ausdal Financial Partners
Iowa
$5M +$1.61M +15,080 +48%
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.98M +$228K +2,134 +5%
SFM
798
Signet Financial Management
New Jersey
$4.96M -$153K -1,429 -3%
SFA
799
Sequoia Financial Advisors
Ohio
$4.95M +$153K +1,430 +3%
LG
800
Leuthold Group
Minnesota
$4.94M -$443K -4,139 -8%

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.