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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
NNP
1076
Nachman Norwood & Parrott
South Carolina
$2.99M +$10.3K +96 +0.3%
CCM
1077
Cox Capital Management
Massachusetts
$2.98M -$933K -8,720 -24%
BHWA
1078
Beacon Harbor Wealth Advisors
Virginia
$2.98M -$1.02M -9,534 -26%
FRA
1079
Front Row Advisors
California
$2.98M +$110K +1,024 +4%
DWM
1080
Doyle Wealth Management
Florida
$2.96M +$170K +1,586 +6%
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$2.96M -$535 -5 -0%
RFG
1082
Range Financial Group
Oregon
$2.96M +$2.92M +27,307 New
CSUI
1083
Cincinnati Specialty Underwriters Insurance
Ohio
$2.94M
CIAS
1084
Capital Investment Advisory Services
North Carolina
$2.94M +$17.5K +164 +0.6%
TLP
1085
Trinity Legacy Partners
Texas
$2.94M +$696K +6,510 +31%
PL
1086
Parthenon LLC
Kentucky
$2.93M +$264K +2,468 +10%
PAMG
1087
Patton Albertson Miller Group
Tennessee
$2.93M -$102K -954 -3%
CWM
1088
Cornerstone Wealth Management
Missouri
$2.93M +$91.9K +859 +3%
HWAM
1089
Hennion & Walsh Asset Management
New Jersey
$2.92M +$2.89M +27,018 New
EFS
1090
Essex Financial Services
Connecticut
$2.92M -$108K -1,009 -4%
BFM
1091
Boston Financial Management
Massachusetts
$2.92M -$380K -3,552 -12%
DAM
1092
Doheny Asset Management
California
$2.91M +$208K +1,940 +8%
OSAM
1093
O'Shaughnessy Asset Management
Connecticut
$2.91M +$442K +4,135 +18%
FTA
1094
Financial & Tax Architects
Missouri
$2.9M +$2.87M +26,825 New
OCM
1095
Orleans Capital Management
Louisiana
$2.9M -$25.7K -240 -0.9%
IA
1096
IFG Advisory
Georgia
$2.9M +$30.9K +289 +1%
EH
1097
Equitable Holdings
New York
$2.89M +$106K +992 +4%
MAFM
1098
Mid Atlantic Financial Management
Pennsylvania
$2.88M +$156K +1,457 +6%
APP
1099
Avantax Planning Partners
Iowa
$2.88M +$2.78K +26 +0.1%
MCA
1100
Morris Capital Advisors
Pennsylvania
$2.87M -$87.8K -821 -3%

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.