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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
DIM
2101
Delta Investment Management
California
$436K -$169K -1,582 -28%
BA
2102
Bluesphere Advisors
Pennsylvania
$436K +$48.3K +452 +13%
22CM
2103
20/20 Capital Management
California
$435K +$21.9K +205 +5%
LF
2104
Lantz Financial
Illinois
$433K +$23.3K +218 +6%
FCA
2105
FinTrust Capital Advisors
South Carolina
$431K -$856 -8 -0.2%
BA
2106
Bristlecone Advisors
Washington
$430K +$425K +3,972 New
HIM
2107
Hotaling Investment Management
Pennsylvania
$429K -$10.7K -100 -2%
NC
2108
NinePointTwo Capital
California
$429K +$47.2K +441 +12%
SEP
2109
Southland Equity Partners
Missouri
$428K +$18.8K +176 +5%
NDSI
2110
Newman Dignan & Sheerar Inc
Rhode Island
$426K
WA
2111
Wealth Architects
California
$426K +$4.71K +44 +1%
WOSD
2112
WFA of San Diego
California
$426K +$421K +3,937 New
PCS
2113
Personal CFO Solutions
New Jersey
$424K -$52.3K -489 -11%
CFS
2114
Cannon Financial Strategists
Georgia
$423K
SBWIC
2115
Schaper Benz & Wise Investment Counsel
Wisconsin
$423K
GAG
2116
GM Advisory Group
New York
$422K -$1.45M -13,541 -78%
MIM
2117
Miller Investment Management
Pennsylvania
$421K
AF
2118
Affiance Financial
Minnesota
$420K
PBF
2119
Petix & Botte Financial
California
$419K
SAM
2120
Summit Asset Management
Tennessee
$417K -$52.4K -490 -11%
HWMG
2121
Hurlow Wealth Management Group
Indiana
$417K
MWPCG
2122
Measured Wealth Private Client Group
New Hampshire
$417K +$156K +1,458 +61%
GAM
2123
Gemmer Asset Management
California
$417K +$168K +1,569 +69%
CSA
2124
Cottage Street Advisors
Massachusetts
$416K +$10.1K +94 +3%
5L
2125
55I LLC
Massachusetts
$416K +$411K +3,846 New

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.