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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
ASBI
2151
American State Bank (Iowa)
Iowa
$393K +$5.56K +52 +1%
POIA
2152
Pin Oak Investment Advisors
Texas
$392K -$30.5K -285 -7%
PPG
2153
Peak Planning Group
Colorado
$392K -$22.9K -214 -6%
MPPLM
2154
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$391K -$468K -4,375 -46%
KFS
2155
Kaizen Financial Strategies
California
$391K -$348K -3,249 -47%
CCP
2156
Clarkston Capital Partners
Michigan
$390K +$385K +3,600 New
SDWIA
2157
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$388K +$383K +3,582 New
PCG
2158
Private Capital Group
Connecticut
$386K -$291K -2,717 -43%
FCM
2159
Fortis Capital Management
Washington
$386K +$124K +1,157 +48%
SCM
2160
Sterneck Capital Management
Missouri
$386K +$382K +3,570 New
SIM
2161
SSI Investment Management
California
$385K -$214 -2 -0.1%
PIA
2162
Perennial Investment Advisors
California
$384K -$26.6K -249 -7%
WIM
2163
Westside Investment Management
California
$383K +$245K +2,295 +12%
SNB
2164
Security National Bank
Nebraska
$383K +$46.5K +435 +14%
AIP
2165
Almanack Investment Partners
Pennsylvania
$383K +$88.2K +825 +30%
TWP
2166
Treybourne Wealth Planners
Indiana
$382K +$12.5K +117 +3%
ODCM
2167
Old Dominion Capital Management
Virginia
$381K -$28K -262 -7%
FQ
2168
First Quadrant
California
$381K +$6.42K +60 +2%
CCM
2169
Cullen Capital Management
New York
$381K +$376K +3,516 New
BWM
2170
Baystate Wealth Management
Massachusetts
$380K +$3.32K +31 +0.9%
DW
2171
Domani Wealth
Pennsylvania
$380K +$44.4K +415 +13%
AI
2172
AXS Investments
New York
$380K +$375K +3,508 New
OAM
2173
Occidental Asset Management
California
$379K -$1.24M -11,607 -77%
FFIC
2174
First Fiduciary Investment Counsel
Ohio
$379K
GLLW
2175
Graves Light Lenhart Wealth
Virginia
$379K

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.