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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
ACA
2251
Affinity Capital Advisors
California
$323K +$320K +2,989 New
OA
2252
Oak Associates
Ohio
$322K +$1.07K +10 +0.3%
AFA
2253
American Financial Advisors
Georgia
$321K +$7.81K +73 +3%
WA
2254
Waverly Advisors
Alabama
$320K +$59.5K +556 +26%
CFM
2255
Coronation Fund Managers
South Africa
$319K
PCMC
2256
Private Capital Management (Colorado)
Colorado
$319K +$19.7K +184 +7%
SAS
2257
Sanford Advisory Services
Michigan
$318K +$428 +4 +0.1%
MS
2258
Maven Securities
Jersey
$318K +$33.4K +312 +12%
JGGDR
2259
JGP Global Gestao de Recursos
Brazil
$317K -$183K -1,709 -37%
GTCM
2260
Gyon Technologies Capital Management
New Jersey
$316K -$86.9K -812 -22%
MPW
2261
Monterey Private Wealth
California
$314K +$107 +1 +0%
SWP
2262
Summit Wealth Partners
Florida
$311K +$50.3K +470 +20%
MWM
2263
Merriman Wealth Management
Washington
$311K -$102K -953 -25%
NWS
2264
Newport Wealth Strategies
California
$310K -$3.42K -32 -1%
FPIS
2265
Financial Planning & Information Services
Wisconsin
$308K +$22.1K +207 +8%
VA
2266
Valmark Advisers
Ohio
$308K +$67.2K +628 +28%
AWM
2267
AllSquare Wealth Management
New York
$307K -$4.07K -38 -1%
IA
2268
IFG Advisors
Missouri
$306K
TA
2269
Trellis Advisors
Washington
$306K +$44.6K +417 +17%
MCM
2270
McRae Capital Management
New Jersey
$305K
FCFC
2271
First Commonwealth Financial Corp
Pennsylvania
$305K +$2.03K +19 +0.7%
GC
2272
Grace Capital
Massachusetts
$303K
SC
2273
Steph & Co
Wisconsin
$301K
RHP
2274
Royal Harbor Partners
Texas
$300K
RCC
2275
Red Cedar Capital
Nebraska
$300K +$1.39K +13 +0.5%

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.