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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
WP
1051
Waycross Partners
Kentucky
$3.14M +$1.28M +12,000 +71%
SAMC
1052
Spectrum Asset Management (California)
California
$3.13M -$25.7K -240 -0.8%
KMWM
1053
Keudell/Morrison Wealth Management
Oregon
$3.13M +$204K +1,905 +7%
Millennium Management
1054
Millennium Management
New York
$3.12M -$9.78M -91,395 -76%
HSA
1055
Hussman Strategic Advisors
Maryland
$3.12M +$3.08M +28,800 New
BHIA
1056
Birch Hill Investment Advisors
Massachusetts
$3.12M -$24.1K -225 -0.8%
JCM
1057
Jacobi Capital Management
Pennsylvania
$3.09M +$54.6K +510 +2%
SAM
1058
Synergy Asset Management
Washington
$3.09M -$216K -2,023 -7%
GIP
1059
Granite Investment Partners
California
$3.08M +$104K +975 +4%
HWM
1060
Hohimer Wealth Management
Washington
$3.07M +$304K +2,842 +11%
VNIM
1061
Vaughan Nelson Investment Management
Texas
$3.07M +$455K +4,250 +18%
SIM
1062
Sterling Investment Management
Arizona
$3.07M -$102K -951 -3%
ACM
1063
Alpha Capital Management
Texas
$3.07M +$71.7K +670 +2%
DIP
1064
DT Investment Partners
Pennsylvania
$3.06M +$126K +1,179 +4%
RMAM
1065
Raab & Moskowitz Asset Management
New Jersey
$3.06M +$1.82M +17,035 +152%
GH
1066
GAM Holding
Switzerland
$3.05M +$3.01M +28,185 New
LWANC
1067
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.05M +$286K +2,670 +10%
MSAM
1068
Moloney Securities Asset Management
Missouri
$3.04M -$549K -5,133 -15%
JWBC
1069
J.W. Burns & Co
New York
$3.03M +$28.7K +268 +1%
IA
1070
IndexIQ Advisors
New York
$3.02M -$2.31M -21,629 -44%
GFA
1071
Gifford Fong Associates
California
$3.02M
P
1072
Pitcairn
Pennsylvania
$3.02M +$114K +1,067 +4%
CCM
1073
Covington Capital Management
California
$3M -$44.5K -416 -1%
MIP
1074
Marietta Investment Partners
Wisconsin
$3M
RA
1075
RFG Advisory
Alabama
$3M +$132K +1,236 +5%

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.