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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
SFWA
1951
Summit Financial Wealth Advisors
Louisiana
$594K -$61.1K -571 -9%
SSW
1952
Smith Shellnut Wilson
Mississippi
$594K -$3.74K -35 -0.6%
LNWTC
1953
Laird Norton Wetherby Trust Company
Washington
$594K +$25K +234 +4%
FNBOH
1954
First National Bank of Hutchinson
Kansas
$591K
CFA
1955
CWS Financial Advisors
Michigan
$591K +$2.03K +19 +0.3%
ECM
1956
Elgethun Capital Management
South Dakota
$589K +$73.9K +691 +15%
BP
1957
Broadleaf Partners
Ohio
$588K
BCAM
1958
Boston Common Asset Management
Massachusetts
$588K +$5.46K +51 +0.9%
VCS
1959
Vaughan & Co Securities
New Jersey
$587K -$185K -1,727 -24%
GAM
1960
Geier Asset Management
Maryland
$587K +$81.3K +760 +17%
M
1961
Mirova
France
$587K +$93.7K +876 +19%
OCM
1962
Orion Capital Management
California
$585K +$151K +1,410 +35%
ECG
1963
Edge Capital Group
Georgia
$584K -$1.01M -9,427 -64%
AIM
1964
Aspen Investment Management
Michigan
$584K
LC
1965
Lindbrook Capital
California
$583K +$12.2K +114 +2%
OIM
1966
Orca Investment Management
Oregon
$580K -$34.4K -322 -6%
LSPW
1967
Lake Street Private Wealth
Illinois
$580K +$47.8K +447 +9%
CAM
1968
Close Asset Management
United Kingdom
$579K
FC
1969
Ferris Capital
Massachusetts
$579K
CIM
1970
CIM Investment Management
Pennsylvania
$577K -$19.1K -179 -3%
CHA
1971
Cooper/Haims Advisors
New York
$577K
RPWA
1972
Regent Peak Wealth Advisors
Georgia
$576K +$32.2K +301 +6%
PCA
1973
Peddock Capital Advisors
Massachusetts
$572K +$21.5K +201 +4%
EFM
1974
E Fund Management
China
$572K +$565K +5,282 New
BOS
1975
Bingham Osborn & Scarborough
California
$571K +$15.8K +148 +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.