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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
SC
1851
Skylands Capital
Wisconsin
$714K +$85.6K +800 +14%
FIA
1852
Foundations Investment Advisors
Arizona
$713K +$58.3K +545 +9%
SWM
1853
Segment Wealth Management
Texas
$712K +$8.34K +78 +1%
CAL
1854
Capital Analysts LLC
Pennsylvania
$711K +$236K +2,206 +51%
OCG
1855
Opus Capital Group
Ohio
$710K -$130K -1,220 -16%
DWM
1856
Dorchester Wealth Management
Quebec, Canada
$707K
PSC
1857
Prentiss Smith & Co
Vermont
$707K
OIM
1858
Oder Investment Management
California
$706K +$258K +2,410 +59%
STC
1859
Sarah T. Connolly
$705K -$2.67K -25 -0.4%
ARMT
1860
Amica Retiree Medical Trust
Rhode Island
$705K
CWM
1861
Circle Wealth Management
New Jersey
$704K +$123K +1,150 +21%
FG
1862
Foster Group
Iowa
$703K -$6.95K -65 -1%
CAC
1863
Certified Advisory Corp
Florida
$702K +$694K +6,487 New
PWM
1864
Paulson Wealth Management
Illinois
$701K +$14.7K +137 +2%
WPC
1865
Waters Parkerson & Co
Louisiana
$696K -$53.5K -500 -7%
ONST
1866
Old North State Trust
North Carolina
$694K +$9.84K +92 +1%
CFN
1867
Cordasco Financial Network
Florida
$694K +$96.3K +900 +16%
AIFAIM
1868
American Institute for Advanced Investment Management
Arizona
$693K -$1.07K -10 -0.2%
SHGA
1869
Sand Hill Global Advisors
California
$688K -$14.9K -139 -2%
TP
1870
Tranquility Partners
Tennessee
$688K -$3.21K -30 -0.5%
LWMG
1871
Levy Wealth Management Group
Pennsylvania
$688K +$1.71K +16 +0.3%
Pzena Investment Management
1872
Pzena Investment Management
New York
$687K +$11.9K +111 +2%
TCOO
1873
Trust Company of Oklahoma
Oklahoma
$687K +$84.4K +789 +14%
LF
1874
LifeSteps Financial
California
$685K +$163K +1,526 +32%
HFS
1875
Haverford Financial Services
Pennsylvania
$684K -$524K -4,900 -44%

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.