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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
MWM
1251
Mission Wealth Management
California
$2.18M +$219K +2,046 +11%
EP
1252
Eudaimonia Partners
Tennessee
$2.18M -$201K -1,882 -9%
DBIA
1253
Dumont & Blake Investment Advisors
New Jersey
$2.17M +$1.5K +14 +0.1%
BPA
1254
Beacon Pointe Advisors
California
$2.17M +$100K +936 +5%
NL
1255
NVWM LLC
Pennsylvania
$2.17M +$102K +952 +5%
DT
1256
Diversified Trust
Tennessee
$2.17M +$10.3K +96 +0.5%
SXL
1257
Summit X LLC
Missouri
$2.17M -$29.1K -272 -1%
BOC
1258
Barbara Oil Co
Illinois
$2.16M
SLG
1259
Stanley-Laman Group
Pennsylvania
$2.16M -$10.3K -96 -0.5%
DAM
1260
Diamant Asset Management
Connecticut
$2.16M
FMC
1261
First Merchants Corp
Indiana
$2.16M -$24.5K -229 -1%
UBV
1262
United Bank (Virginia)
Virginia
$2.16M
SSWM
1263
Sheets Smith Wealth Management
North Carolina
$2.15M +$38.4K +359 +2%
OBGC
1264
O'Brien Greene & Co
Pennsylvania
$2.15M
PCA
1265
Personal Capital Advisors
California
$2.15M -$233K -2,177 -10%
RWA
1266
River Wealth Advisors
Pennsylvania
$2.14M +$196K +1,837 +10%
CC
1267
Cadinha & Co
Hawaii
$2.13M
WA
1268
Wealth Alliance
New York
$2.13M +$63.3K +592 +3%
PWM
1269
Perigon Wealth Management
California
$2.13M +$246K +2,300 +13%
SW
1270
SteelPeak Wealth
California
$2.12M +$926K +8,660 +79%
TIP
1271
Torray Investment Partners
Maryland
$2.12M -$2.25K -21 -0.1%
BST
1272
Bath Savings Trust
Maine
$2.12M +$729K +6,814 +53%
RCIM
1273
Red Cedar Investment Management
Michigan
$2.11M
TC
1274
Truvestments Capital
Florida
$2.1M +$226K +2,117 +12%
SW
1275
SlateStone Wealth
Florida
$2.1M -$81.3K -760 -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.