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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
FA
1976
Fiducient Advisors
Illinois
$567K +$15K +140 +3%
HSWM
1977
Hubbell Strickland Wealth Management
Louisiana
$566K +$3.42K +32 +0.6%
AMCA
1978
Arthur M. Cohen & Associates
Illinois
$566K +$21.4K +200 +4%
BEC
1979
Blue Edge Capital
Virginia
$565K
BCA
1980
Bray Capital Advisors
Florida
$565K
NFGCM
1981
Norman Fields Gottscho Capital Management
New York
$564K -$20K -187 -3%
Wealth Enhancement Advisory Services
1982
Wealth Enhancement Advisory Services
Minnesota
$561K +$53.9K +504 +10%
AWA
1983
ARS Wealth Advisors
Florida
$558K -$106K -991 -16%
TF
1984
TRH Financial
Iowa
$557K -$33.7K -315 -6%
HIP
1985
HUB Investment Partners
Texas
$557K +$79.3K +741 +17%
CWC
1986
Carolinas Wealth Consulting
North Carolina
$555K +$56.8K +531 +12%
GL
1987
Graypoint LLC
New York
$555K +$70.2K +656 +15%
GSWM
1988
Golden State Wealth Management
California
$554K -$692K -6,472 -56%
OFG
1989
Oxford Financial Group
Indiana
$554K -$18K -168 -3%
AWM
1990
Altavista Wealth Management
North Carolina
$554K -$9.2K -86 -2%
CHA
1991
Carmichael Hill & Associates
Maryland
$553K +$3.64K +34 +0.7%
SWA
1992
Sax Wealth Advisors
New Jersey
$551K +$177K +1,658 +48%
VCWA
1993
Vanguard Capital Wealth Advisors
Colorado
$551K -$12.5K -117 -2%
WPC
1994
White Pine Capital
Minnesota
$550K
RB
1995
Renasant Bank
Mississippi
$549K -$78K -729 -13%
KFP
1996
Keystone Financial Planning
Ohio
$549K
BWA
1997
BDO Wealth Advisors
Florida
$549K +$91.5K +855 +20%
RZH
1998
Relyea Zuckerberg Hanson
Connecticut
$548K +$21.7K +203 +4%
SIM
1999
Sonora Investment Management
Arizona
$545K -$112K -1,049 -17%
KWMG
2000
King Wealth Management Group
Florida
$545K -$15.2K -142 -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.