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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
AFC
1826
AFT Forsyth & Company
Florida
$737K
TGAM
1827
TBH Global Asset Management
Tennessee
$737K +$15.1K +141 +2%
CBT
1828
CoreFirst Bank & Trust
Kansas
$736K
BBNA
1829
Bremer Bank National Association
Minnesota
$735K -$49.8K -466 -6%
PWMAG
1830
Pinnacle Wealth Management Advisory Group
New Jersey
$735K -$4.28K -40 -0.6%
FNT
1831
First Nebraska Trust
Nebraska
$733K -$37.2K -348 -5%
CCM
1832
Canal Capital Management
Virginia
$732K -$2.25K -21 -0.3%
TAM
1833
Trillium Asset Management
Massachusetts
$732K
HBT
1834
Hills Bank & Trust
Iowa
$730K +$36.9K +345 +5%
MCM
1835
Murphy Capital Management
New Jersey
$730K +$48.2K +451 +7%
AC
1836
Applied Capital
Arkansas
$729K +$720K +6,735 New
NAS
1837
Nicolet Advisory Services
Wisconsin
$728K -$25.4K -237 -3%
W
1838
Wealthquest
Ohio
$728K +$23.1K +216 +3%
MA
1839
Mosaic Advisors
Texas
$727K -$242K -2,262 -25%
ADL
1840
Asset Dedication LLC
California
$725K -$46.9K -438 -6%
CFG
1841
Cooper Financial Group
California
$722K -$488K -4,558 -41%
SP
1842
Successful Portfolios
Florida
$722K -$856 -8 -0.1%
LFA
1843
Landmark Financial Advisors
Kentucky
$719K
BCP
1844
Berkeley Capital Partners
Georgia
$718K +$30.9K +289 +5%
ACA
1845
Atlas Capital Advisors
Wyoming
$717K +$18.2K +170 +3%
JIC
1846
Joel Isaacson & Co
New York
$717K
GWMIA
1847
Global Wealth Management Investment Advisory
Florida
$717K +$85.5K +799 +14%
BOPW
1848
Brandywine Oak Private Wealth
Pennsylvania
$716K -$1.5K -14 -0.2%
KC
1849
Kingfisher Capital
North Carolina
$716K +$31.6K +295 +5%
WCM
1850
Weld Capital Management
New York
$716K +$707K +6,613 New

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.