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AbbVie
ABBV

Overview Fund Activity

2,604 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, 1,284 increasing their positions, 890 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,604
Holders Change
+18
Holders Change %
+0.7%
% of All Funds
45.85%
Holding in Top 10
138
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-14.29%
% of All Funds
2.43%
New
152
Increased
1,284
Reduced
890
Closed
100
Calls
$1.54B
Puts
$1.83B
Net Calls
-$289M
Net Calls Change
+$159M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$824M
2
Franklin Resources
Franklin Resources
California
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$359M
4
Morgan Stanley
Morgan Stanley
New York
+$259M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$248M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.92B
2
Renaissance Technologies
Renaissance Technologies
New York
-$564M
3
State Street
State Street
Massachusetts
-$289M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$288M
5
Deutsche Bank
Deutsche Bank
Germany
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
2001
Peak Financial Advisors
Colorado
$534K -$23.6K -218 -4%
MWM
2002
MBE Wealth Management
Wisconsin
$532K -$23.7K -219 -4%
BWP
2003
Baldwin Wealth Partners
Massachusetts
$531K – – –
HWA
2004
Heritage Wealth Advisors
Virginia
$530K +$33.5K +310 +7%
CTI
2005
Community Trust & Investment
Kentucky
$529K +$219K +2,028 +71%
ACA
2006
Anchor Capital Advisors
Massachusetts
$528K -$10.8K -100 -2%
KA
2007
Klingman & Associates
New York
$528K +$5.41K +50 +1%
TNAM
2008
Terra Nova Asset Management
New York
$527K +$1.95K +18 +0.4%
SPC
2009
Stewart & Patten Company
California
$521K -$54.1K -500 -9%
OPCM
2010
Osborne Partners Capital Management
California
$519K -$1.07M -9,927 -67%
SCM
2011
Silvant Capital Management
Georgia
$517K – – –
GA
2012
Geller Advisors
New York
$516K -$94.9K -877 -16%
LFA
2013
Legacy Financial Advisors
Kentucky
$515K +$17.1K +158 +3%
AGA
2014
Accuvest Global Advisors
Utah
$515K +$515K +4,761 New
GC
2015
Gilbert & Cook
Iowa
$514K +$53.8K +497 +12%
IWP
2016
Innova Wealth Partners
Pennsylvania
$512K +$4.43K +41 +0.9%
SRC
2017
Stone Run Capital
New York
$509K – – –
MFG
2018
Magnus Financial Group
New York
$508K -$498K -4,601 -50%
WDG
2019
Wealth Dimensions Group
Ohio
$507K -$7.04K -65 -1%
NED
2020
Nancy E. Dempze
$507K -$2.71K -25 -0.5%
AHB
2021
Abner Herrman & Brock
New Jersey
$506K -$343K -3,171 -40%
AFM
2022
Andesa Financial Management
Pennsylvania
$506K +$7.03K +65 +1%
IP
2023
Investment Partners
Ohio
$506K +$506K +4,675 New
SHWM
2024
Silicon Hills Wealth Management
Texas
$505K – – –
FCB
2025
First Command Bank
Texas
$504K -$43.3K -400 -8%
79 80
81
82 83