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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
HSA
1176
HBK Sorce Advisory
Pennsylvania
$2.47M +$45.7K +427 +2%
MLFP
1177
MPS Loria Financial Planners
Illinois
$2.47M +$16.2K +151 +0.7%
JIR
1178
James Investment Research
Ohio
$2.47M +$2.4M +22,472 +6,649%
WIC
1179
Woodmont Investment Counsel
Tennessee
$2.46M +$160K +1,499 +7%
SSG
1180
Summit Securities Group
New York
$2.46M -$4.33M -40,502 -64%
AT
1181
Arden Trust
Delaware
$2.46M +$62.4K +583 +3%
IIA
1182
ICW Investment Advisors
Arizona
$2.46M +$9.95K +93 +0.4%
PA
1183
PSI Advisors
Florida
$2.46M +$1.67M +15,621 +219%
GIM
1184
Groesbeck Investment Management
New Jersey
$2.45M +$85.6K +800 +4%
VF
1185
Vest Financial
Virginia
$2.44M -$302K -2,827 -11%
IFWM
1186
Institute for Wealth Management
Colorado
$2.44M +$69.2K +647 +3%
SMH
1187
Sanders Morris Harris
Texas
$2.44M +$64K +598 +3%
WAM
1188
Wakefield Asset Management
Colorado
$2.44M -$125K -1,164 -5%
JHCP
1189
Jackson Hole Capital Partners
Oklahoma
$2.44M +$398K +3,718 +20%
LS
1190
Leelyn Smith
Illinois
$2.44M +$80.7K +754 +3%
CAMG
1191
CWA Asset Management Group
Florida
$2.43M +$33.3K +311 +1%
FCMC
1192
Founders Capital Management (Connecticut)
Connecticut
$2.43M
1SB
1193
1ST Source Bank
Indiana
$2.42M -$162K -1,510 -6%
VBCG
1194
Valley Brook Capital Group
Pennsylvania
$2.42M +$65.2K +610 +3%
CG
1195
Caprock Group
Idaho
$2.42M -$704K -6,582 -23%
MIAN
1196
Mariner Independent Advisor Network
Kansas
$2.42M -$191K -1,790 -7%
APA
1197
American Portfolios Advisors
New York
$2.42M +$290K +2,714 +14%
MBI
1198
Montrusco Bolton Investments
Quebec, Canada
$2.41M +$253K +2,369 +12%
CIC
1199
Chase Investment Counsel
Virginia
$2.41M +$50.8K +475 +2%
AFM
1200
Abbot Financial Management
Massachusetts
$2.41M +$42.8K +400 +2%

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.