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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
SLT
1801
St Louis Trust
Missouri
$777K +$769K +7,186 New
SJIM
1802
St. Johns Investment Management
Florida
$776K +$12.9K +121 +2%
LA
1803
LexAurum Advisors
Kansas
$775K +$21K +196 +3%
NB
1804
Nicolet Bankshares
Wisconsin
$774K +$191K +1,782 +33%
DPI
1805
Diversified Portfolios Inc
Michigan
$773K +$468K +4,373 +158%
BWP
1806
BSW Wealth Partners
Colorado
$772K -$164K -1,531 -18%
MWM
1807
Modera Wealth Management
New Jersey
$772K -$47.8K -447 -6%
NHC
1808
Nicholas Hoffman & Company
Georgia
$771K +$38.4K +359 +5%
PM
1809
Penbrook Management
New York
$768K -$13.8K -129 -2%
LRIC
1810
Long Road Investment Counsel
Michigan
$766K -$21.4K -200 -3%
APC
1811
Aspire Private Capital
North Carolina
$762K -$50.2K -469 -6%
HCM
1812
Hollencrest Capital Management
California
$759K -$669K -6,253 -47%
CAGAS
1813
Capital Advisory Group Advisory Services
Minnesota
$759K +$18.2K +170 +2%
PAWC
1814
P.A.W. Capital
Connecticut
$758K
WPP
1815
Whalerock Point Partners
Rhode Island
$758K +$96.3K +900 +15%
XF
1816
XML Financial
Maryland
$757K -$96.7K -904 -11%
WA
1817
Wealth Advisors
California
$755K -$118K -1,099 -14%
SMG
1818
Spectrum Management Group
Indiana
$755K
PMA
1819
Prudent Man Advisors
Illinois
$753K -$54.6K -510 -7%
UC
1820
Unio Capital
New Jersey
$746K
AWAP
1821
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$745K -$1.49M -13,972 -67%
IF
1822
Intrua Financial
Texas
$745K +$273K +2,550 +62%
EDRH
1823
Edmond de Rothschild Holding
Switzerland
$744K +$250K +2,340 +52%
PFGIA
1824
Patriot Financial Group Insurance Agency
Massachusetts
$740K -$46.1K -431 -6%
LWM
1825
Liberty Wealth Management
California
$740K

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.