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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
RWA
2226
RGT Wealth Advisors
Texas
$341K -$98.2K -918 -23%
Kayne Anderson Rudnick Investment Management
2227
Kayne Anderson Rudnick Investment Management
California
$341K +$5.78K +54 +2%
EI
2228
Ellevest Inc
New York
$340K +$3.21K +30 +1%
HCP
2229
Hexagon Capital Partners
Arkansas
$339K +$10.2K +95 +3%
BA
2230
Ballast Advisors
Minnesota
$338K +$20.4K +191 +7%
ACM
2231
Ategra Capital Management
Virginia
$335K +$8.56K +80 +3%
AA
2232
Aufman Associates
Pennsylvania
$335K
WRM
2233
Weybosset Research & Management
Rhode Island
$335K
PAS
2234
Professional Advisory Services
Florida
$335K +$10.7K +100 +3%
OAM
2235
Optimal Asset Management
California
$334K +$330K +3,084 New
XS
2236
XR Securities
Illinois
$333K -$323K -3,018 -50%
ACM
2237
AUA Capital Management
Pennsylvania
$333K
FC
2238
Fusion Capital
South Carolina
$333K +$12.1K +113 +4%
CBOR
2239
Community Bank of Raymore
Missouri
$333K +$15K +140 +5%
SQA
2240
Simon Quick Advisors
New Jersey
$331K +$111K +1,035 +51%
ESCM
2241
Echo Street Capital Management
New York
$331K +$327K +3,059 New
GB
2242
Goepper Burkhardt
South Carolina
$330K +$20.5K +192 +7%
KM
2243
Kalos Management
Georgia
$327K -$38.3K -358 -11%
SCA
2244
St. Clair Advisors
Ohio
$327K
OCM
2245
Osterweis Capital Management
California
$326K -$37.4K -350 -10%
SDWMA
2246
Schneider Downs Wealth Management Advisors
Pennsylvania
$325K +$62.1K +581 +24%
ICA
2247
Infrastructure Capital Advisors
New York
$325K +$321K +3,002 New
EVC
2248
Eidelman Virant Capital
Missouri
$324K
CGH
2249
CMG Global Holdings
Texas
$324K +$320K +2,992 New
FWM
2250
Focused Wealth Management
New York
$323K +$23.3K +218 +8%

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.