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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
WGAM
1001
Wilkinson Global Asset Management
New York
$3.37M +$3.33M +31,093 New
FFWA
1002
FRG Family Wealth Advisors
Washington
$3.36M -$13.4K -125 -0.4%
VST
1003
Van Strum & Towne
California
$3.36M +$171K +1,595 +5%
PT
1004
Plimoth Trust
Massachusetts
$3.36M +$122K +1,137 +4%
ACA
1005
Aptus Capital Advisors
Alabama
$3.36M +$87.1K +814 +3%
FDS
1006
First Dallas Securities
Texas
$3.35M -$20.8K -194 -0.6%
AC
1007
Abbrea Capital
California
$3.35M +$55.2K +516 +2%
NF
1008
Nikulski Financial
Iowa
$3.34M -$40.4K -378 -1%
MYIA
1009
Mount Yale Investment Advisors
Colorado
$3.34M -$15K -140 -0.5%
SNT
1010
Security National Trust
West Virginia
$3.33M -$22.5K -210 -0.7%
WWM
1011
Wolff Wiese Magana
California
$3.32M +$79.8K +746 +2%
MS
1012
Madden Securities
Texas
$3.32M +$523K +4,891 +19%
HWA
1013
HCR Wealth Advisors
California
$3.31M +$3.27M +30,588 New
WKWM
1014
Walter & Keenan Wealth Management
Indiana
$3.3M -$36.4K -340 -1%
AWM
1015
Avior Wealth Management
Nebraska
$3.3M +$9.95K +93 +0.3%
WSC
1016
Wellington Shields & Co
New York
$3.3M +$57.8K +540 +2%
JGIA
1017
Jackson Grant Investment Advisers
Connecticut
$3.3M +$24.1K +225 +0.7%
RC
1018
Roundview Capital
New Jersey
$3.29M -$621K -5,808 -16%
RE
1019
RBC Europe
United Kingdom
$3.29M +$66.3K +620 +2%
BL
1020
BCWM LLC
Kansas
$3.29M -$307K -2,872 -9%
AWE
1021
Avidian Wealth Enterprises
Texas
$3.28M +$22.4K +209 +0.7%
FCCM
1022
First City Capital Management
Georgia
$3.27M +$494K +4,619 +19%
PFSC
1023
Peoples Financial Services Corp
Pennsylvania
$3.27M +$21.8K +204 +0.7%
AB
1024
Atlas Brown
Kentucky
$3.25M +$54.2K +507 +2%
FHA
1025
Flagship Harbor Advisors
Massachusetts
$3.25M +$110K +1,028 +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.