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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
LFS
1551
Legacy Financial Strategies
Kansas
$1.24M +$58K +542 +5%
SWP
1552
Strategic Wealth Partners
Ohio
$1.24M -$63.2K -591 -5%
AO
1553
Advisor OS
Illinois
$1.24M +$108K +1,011 +10%
GFS
1554
GYL Financial Synergies
Connecticut
$1.23M -$48.8K -456 -4%
AWA
1555
Alta Wealth Advisors
Massachusetts
$1.23M
RI
1556
Ridgewood Investments
New Jersey
$1.23M +$52.8K +494 +5%
DBRC
1557
D.B. Root & Company
Pennsylvania
$1.22M +$107 +1 +0%
RCM
1558
Radnor Capital Management
Pennsylvania
$1.22M +$32.1K +300 +3%
MMM
1559
Mendel Money Management
Illinois
$1.22M -$10.7K -100 -0.9%
AWC
1560
Abundance Wealth Counselors
Pennsylvania
$1.22M +$153K +1,433 +15%
DM
1561
Delphi Management
Massachusetts
$1.22M +$1.21M +11,296 New
GWA
1562
GGM Wealth Advisors
Maryland
$1.22M +$45.1K +422 +4%
OC
1563
Oakworth Capital
Alabama
$1.22M +$130K +1,218 +12%
CHJWM
1564
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M +$93.6K +875 +9%
BDWM
1565
Brewin Dolphin Wealth Management
Ireland
$1.21M -$10.7K -100 -0.9%
AAM
1566
Ascension Asset Management
New York
$1.21M +$1.22M +11,444 New
NCM
1567
Northside Capital Management
Oregon
$1.2M -$21.3K -199 -2%
BMC
1568
Beaton Management Company
Massachusetts
$1.2M +$190K +1,774 +19%
GWM
1569
GSB Wealth Management
Connecticut
$1.19M +$1.18M +11,006 New
CP
1570
Covenant Partners
Tennessee
$1.19M -$128K -1,199 -10%
CAG
1571
Crestwood Advisors Group
Massachusetts
$1.19M -$52.5K -491 -4%
KTC
1572
Kistler-Tiffany Companies
Pennsylvania
$1.19M +$80.3K +751 +7%
BJL
1573
Brighton Jones LLC
Washington
$1.18M +$178K +1,665 +18%
AG
1574
AIA Group
Hong Kong
$1.18M +$479K +4,474 +70%
SFG
1575
SevenBridge Financial Group
Pennsylvania
$1.18M +$51.8K +484 +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.