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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
JFA
1576
JNBA Financial Advisors
Minnesota
$1.18M +$27.4K +256 +2%
VCM
1577
Vivaldi Capital Management
Illinois
$1.17M -$80.9K -756 -7%
LWAM
1578
Legacy Wealth Asset Management
Minnesota
$1.17M +$25.8K +241 +2%
SICM
1579
Sustainable Insight Capital Management
New York
$1.17M +$575K +5,379 +99%
OWP
1580
Obermeyer Wealth Partners
Colorado
$1.17M +$438K +4,094 +61%
MSA
1581
Marino Stram & Associates
Massachusetts
$1.17M +$74.4K +696 +7%
WA
1582
WBH Advisory
Maryland
$1.16M -$17.6K -165 -2%
PP
1583
Patron Partners
Texas
$1.16M +$164K +1,530 +17%
DCM
1584
Davidson Capital Management
Texas
$1.16M +$1.15M +10,706 New
TFS
1585
TrustCore Financial Services
Tennessee
$1.16M -$16.7K -156 -1%
FSA
1586
Financial Sense Advisors
California
$1.15M +$10.1K +94 +0.9%
RIA
1587
Realta Investment Advisors
Delaware
$1.15M +$73.7K +689 +7%
CA
1588
Calton & Associates
Florida
$1.14M -$962K -8,998 -46%
CNAM
1589
Campbell Newman Asset Management
Wisconsin
$1.13M -$148K -1,387 -12%
AF
1590
Allworth Financial
California
$1.12M +$44.1K +412 +4%
RSWM
1591
Robertson Stephens Wealth Management
California
$1.12M +$84K +785 +8%
RWB
1592
RMR Wealth Builders
New Jersey
$1.12M +$968K +9,051 +693%
MWC
1593
MBM Wealth Consultants
Missouri
$1.12M -$52.2K -488 -4%
MW
1594
Marcum Wealth
Ohio
$1.12M +$764K +7,140 +223%
MWM
1595
Mattern Wealth Management
Kansas
$1.11M +$535 +5 +0%
TFIPS
1596
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.11M -$169K -1,580 -13%
SFG
1597
SNS Financial Group
Minnesota
$1.11M +$158K +1,480 +17%
WHG
1598
Westwood Holdings Group
Texas
$1.11M -$71.7K -670 -6%
PWAC
1599
Private Wealth Advisors (California)
California
$1.11M +$1.1M +10,269 New
FLI
1600
Family Legacy Inc
South Carolina
$1.11M +$24.5K +229 +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.