We are live on ! Find out more
ABBV icon

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
PMFA
1426
Plante Moran Financial Advisors
Michigan
$1.58M -$68.7K -642 -4%
DI
1427
DFPG Investments
Utah
$1.58M +$101K +944 +7%
KFGK
1428
Keystone Financial Group (Kentucky)
Kentucky
$1.58M -$40K -374 -3%
Acadian Asset Management
1429
Acadian Asset Management
Massachusetts
$1.56M
PCA
1430
Providence Capital Advisors
North Carolina
$1.56M +$73.7K +689 +5%
AG
1431
AlphaSimPlex Group
Massachusetts
$1.56M +$1.54M +14,399 New
LWM
1432
Laidlaw Wealth Management
New York
$1.56M +$67.7K +633 +5%
DF
1433
Donoghue Forlines
Massachusetts
$1.55M -$90.1K -842 -6%
KLWA
1434
Kelly Lawrence W & Associates
California
$1.55M +$1.05M +9,860 +220%
CCA
1435
Cobblestone Capital Advisors
New York
$1.54M -$75K -701 -5%
TAM
1436
Trust Asset Management
Texas
$1.54M +$270K +2,525 +22%
MOS
1437
MGO One Seven
Ohio
$1.53M +$204K +1,905 +16%
MRCM
1438
M&R Capital Management
New Jersey
$1.53M -$159K -1,488 -10%
SNBOSCI
1439
Security National Bank of Sioux City Iowa
Iowa
$1.53M -$12.6K -118 -0.8%
BCM
1440
Birch Capital Management
Texas
$1.53M -$106K -991 -7%
Bank Julius Baer & Co
1441
Bank Julius Baer & Co
Switzerland
$1.53M +$1.71K +16 +0.1%
RWM
1442
RBA Wealth Management
California
$1.53M +$110K +1,031 +8%
NL
1443
NWAM LLC
Washington
$1.53M +$180K +1,680 +14%
FIM
1444
Freedom Investment Management
Connecticut
$1.53M +$184K +1,724 +14%
FMB
1445
Field & Main Bank
Kentucky
$1.53M +$49.7K +465 +3%
TWM
1446
Tradition Wealth Management
Minnesota
$1.52M +$397K +3,713 +36%
ATC
1447
Adirondack Trust Company
New York
$1.52M +$93.6K +875 +7%
IMA
1448
Investment Management Associates
Colorado
$1.52M +$281K +2,631 +23%
TA
1449
TFG Advisers
Michigan
$1.52M +$41.3K +386 +3%
FIM
1450
Fernwood Investment Management
Massachusetts
$1.51M -$29.4K -275 -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.