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AbbVie

2,655 hedge funds and large institutions have $127B invested in AbbVie in 2021 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,346 increasing their positions, 872 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,346 | Existing positions reduced: 872

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

0.36% less ownership

Funds ownership: 67.05%66.69% (-0.36%)

1% less funds holding

Funds holding: 2,6772,655 (-22)

1% less call options, than puts

Call options by funds: $2.19B | Put options by funds: $2.22B

5% less capital invested

Capital invested by funds: $133B → $127B (-$6.15B)

4% less funds holding in top 10

Funds holding in top 10: 139134 (-5)

Holders
2,655
Holders Change
-22
Holders Change %
-0.82%
% of All Funds
46.47%
Holding in Top 10
134
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.6%
% of All Funds
2.35%
New
117
Increased
1,346
Reduced
872
Closed
97
Calls
$2.19B
Puts
$2.22B
Net Calls
-$32.5M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
2051
Wealth Alliance Advisory Group
Kansas
$505K +$64.3K +563 +14%
RFA
2052
Reilly Financial Advisors
California
$504K -$17.9K -157 -3%
NPT
2053
Nixon Peabody Trust
Massachusetts
$504K +$534K +4,670 New
BA
2054
Bristlecone Advisors
Washington
$503K +$16.1K +141 +3%
SICM
2055
Sustainable Insight Capital Management
New York
$499K -$606K -5,300 -53%
OWA
2056
Opal Wealth Advisors
New York
$499K -$18.7K -164 -3%
LF
2057
Lantz Financial
Illinois
$498K -$4.46K -39 -0.8%
SMG
2058
Smart Money Group
Texas
$497K +$71.6K +627 +16%
RPGK
2059
Retirement Planning Group (Kansas)
Kansas
$497K +$244K +2,136 +86%
LNWTC
2060
Laird Norton Wetherby Trust Company
Washington
$496K +$38.2K +334 +8%
MLL
2061
Moody Lynn & Lieberson
Massachusetts
$492K +$22.3K +195 +4%
TWI
2062
Thomas White International
Illinois
$490K
TFM
2063
TFC Financial Management
Massachusetts
$490K +$301K +2,630 +138%
OCG
2064
Opus Capital Group
Ohio
$489K -$171K -1,500 -25%
EMG
2065
ETF Managers Group
New Jersey
$488K +$146K +1,276 +40%
IWA
2066
Intercontinental Wealth Advisors
Texas
$486K +$2.63K +23 +0.5%
TFF
2067
The Family Firm
Maryland
$485K +$3.43K +30 +0.7%
WDG
2068
Wealth Dimensions Group
Ohio
$485K +$11.3K +99 +2%
SSW
2069
Smith Shellnut Wilson
Mississippi
$484K -$114K -998 -18%
LC
2070
Lindbrook Capital
California
$483K
CPSC
2071
Carl P. Sherr & Co
Massachusetts
$482K
EIG
2072
Ellenbecker Investment Group
Wisconsin
$481K -$4K -35 -0.8%
EL
2073
Essex LLC
Illinois
$480K +$508K +4,450 New
CFSG
2074
Clark Financial Services Group
Missouri
$475K +$8.68K +76 +2%
WIM
2075
Westside Investment Management
California
$474K +$159K +1,394 +7%

ABBV Hedge Fund Activity: Q3 2021 in Review

2,655 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2021, worth a combined $127B — down 4.6% from $133B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ABBV positions and 97 closed out — a net gain of 20 holders — while 1,346 added to existing stakes and 872 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.58B.

  • 2,655 institutional investors held AbbVie (ABBV) as of Q3 2021, down from 2,677 in Q2 2021.
  • Funds reported $127B of AbbVie stock for Q3 2021, down 4.6% quarter-over-quarter.
  • 117 funds opened new AbbVie positions in Q3 2021 and 97 closed out, a net change of +20 holders.
  • The largest AbbVie buyer in Q3 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest AbbVie seller in Q3 2021 was Fidelity Investments, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.