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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
HR
1726
Hayden Royal
North Carolina
$884K -$12.1K -113 -1%
NIC
1727
Northwest Investment Counselors
Oregon
$883K
BOS
1728
Bank of Stockton
California
$883K +$370K +3,459 +74%
VWM
1729
Venturi Wealth Management
Texas
$877K -$29.6K -277 -3%
MCCP
1730
Mission Creek Capital Partners
California
$877K +$3.85K +36 +0.4%
SRSA
1731
S.R. Schill & Associates
Washington
$872K +$26.7K +250 +3%
ICM
1732
IMS Capital Management
Oregon
$871K -$915K -8,551 -52%
HDIM
1733
Hanson & Doremus Investment Management
Vermont
$871K -$5.13K -48 -0.6%
HFAS
1734
Hummer Financial Advisory Services
Illinois
$870K +$10.7K +100 +1%
LB
1735
Leo Brokerage
Texas
$867K -$21.8K -204 -2%
VFPI
1736
Vantage Financial Partners (Illinois)
Illinois
$866K
SKK
1737
Shepherd Kaplan Krochuk
Massachusetts
$865K +$855K +7,994 New
BFA
1738
Beaumont Financial Advisors
Massachusetts
$863K -$48K -449 -5%
CC
1739
Centiva Capital
New York
$862K +$321K +2,997 +60%
AFG
1740
Alterity Financial Group
Maine
$861K +$568K +5,310 New
RVPG
1741
Relative Value Partners Group
$856K +$12.6K +118 +2%
RM
1742
Resource Management
Louisiana
$853K +$133K +1,243 +19%
FAM
1743
Fenimore Asset Management
New York
$852K -$10.7K -100 -1%
OCM
1744
Orser Capital Management
Texas
$850K
CCA
1745
Childress Capital Advisors
Texas
$850K +$270K +2,525 +47%
ICG
1746
InterOcean Capital Group
Tennessee
$847K -$19K -178 -2%
TC
1747
Trilogy Capital
California
$846K +$135K +1,260 +19%
CSPIA
1748
Cary Street Partners Investment Advisory
Virginia
$843K -$1.39M -12,972 -62%
ERWM
1749
Elk River Wealth Management
Colorado
$841K +$24.1K +225 +3%
WC
1750
Whitney & Co
New York
$839K +$2.46K +23 +0.3%

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.