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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
CF
826
Concorde Financial
Texas
$6.33M +$5.53M +46,837 New
MCP
827
Mirador Capital Partners
California
$6.28M +$428K +3,625 +8%
AP
828
Appleton Partners
Massachusetts
$6.23M +$173K +1,461 +3%
SFM
829
Signet Financial Management
New Jersey
$6.22M +$35.3K +299 +0.7%
IWP
830
Icon Wealth Partners
Texas
$6.22M -$281K -2,377 -5%
ATWA
831
Arbor Trust Wealth Advisors
Michigan
$6.22M +$12.3K +104 +0.2%
KRSITF
832
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.22M +$51K +432 +0.9%
FNBT
833
FineMark National Bank & Trust
Florida
$6.21M -$111K -941 -2%
LA
834
LVW Advisors
New York
$6.14M -$485K -4,106 -8%
SIC
835
Sigma Investment Counselors
Michigan
$6.12M -$7.68K -65 -0.1%
GIM
836
Goelzer Investment Management
Indiana
$6.12M +$70.8K +599 +1%
LD
837
Lipe & Dalton
New York
$6.11M +$148K +1,251 +3%
PGAM
838
Princeton Global Asset Management
New Jersey
$6.11M +$76.5K +648 +1%
IWA
839
IBEX Wealth Advisors
New Jersey
$6.1M +$570K +4,822 +12%
SC
840
Searle & Co
Connecticut
$6.1M +$35.4K +300 +0.7%
RT
841
Rockland Trust
Massachusetts
$6.09M +$260K +2,198 +5%
MA
842
Mutual Advisors
Nebraska
$6.08M +$296K +2,504 +6%
RIM
843
Redpoint Investment Management
Australia
$6.06M -$46.9K -397 -0.9%
DWA
844
Douglass Winthrop Advisors
New York
$6.03M -$70.9K -600 -1%
HNWAG
845
High Net Worth Advisory Group
Florida
$6.02M +$5.25M +44,431 New
SSB
846
Sandy Spring Bank
Maryland
$5.99M +$22.2K +188 +0.4%
BFEC
847
Benjamin F. Edwards & Company
Missouri
$5.98M +$150K +1,266 +3%
OSAM
848
O'Shaughnessy Asset Management
Connecticut
$5.97M +$1.97M +16,673 +61%
CCG
849
Chatham Capital Group
Georgia
$5.95M -$304K -2,575 -6%
SOAMC
850
Spirit of America Management Corp
New York
$5.95M

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.