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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
IWP
801
Icon Wealth Partners
Texas
$4.93M +$949K +8,873 +24%
EIA
802
Eastover Investment Advisors
North Carolina
$4.92M -$337K -3,151 -6%
BWL
803
Bogart Wealth LLC
Virginia
$4.91M +$1.11M +10,386 +30%
FNBT
804
FineMark National Bank & Trust
Florida
$4.89M +$161K +1,507 +3%
FBT
805
First Bankers Trust
Kentucky
$4.88M -$581K -5,435 -11%
OCM
806
Oakwood Capital Management
California
$4.87M -$32.8K -307 -0.7%
SIC
807
SFE Investment Counsel
California
$4.86M +$198K +1,854 +4%
SSB
808
Sandy Spring Bank
Maryland
$4.86M -$294K -2,748 -6%
SC
809
Searle & Co
Connecticut
$4.83M +$10.7K +100 +0.2%
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$4.83M -$9.52K -89 -0.2%
HEIP
811
Hudson Edge Investment Partners
New Jersey
$4.82M -$189K -1,763 -4%
ECM
812
Evergreen Capital Management
Washington
$4.8M +$736K +6,885 +18%
GIM
813
Goelzer Investment Management
Indiana
$4.8M -$204K -1,904 -4%
BIM
814
Baldwin Investment Management
Pennsylvania
$4.8M +$29.1K +272 +0.6%
BMA
815
Brooks Moore & Associates
Tennessee
$4.8M +$254K +2,375 +6%
CF
816
Clarity Financial
Texas
$4.79M +$1.66M +15,496 +54%
SOAMC
817
Spirit of America Management Corp
New York
$4.79M
ACM
818
AlphaCrest Capital Management
New York
$4.77M +$3.48M +32,545 +283%
SIC
819
Sigma Investment Counselors
Michigan
$4.75M -$21.1K -197 -0.4%
MMG
820
Monetary Management Group
Missouri
$4.75M -$195K -1,825 -4%
LBC
821
Lowe Brockenbrough & Co
Virginia
$4.73M -$23.6K -221 -0.5%
NAM
822
NTV Asset Management
West Virginia
$4.72M +$45.8K +428 +1%
BB
823
Bell Bank
North Dakota
$4.7M +$365K +3,412 +9%
RT
824
Rockland Trust
Massachusetts
$4.66M +$856 +8 +0%
OHIS
825
Oak Harvest Investment Services
Texas
$4.65M +$192K +1,796 +4%

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.