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AbbVie

2,677 hedge funds and large institutions have $133B invested in AbbVie in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,281 increasing their positions, 904 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 69

42% more repeat investments, than reductions

Existing positions increased: 1,281 | Existing positions reduced: 904

2% more funds holding

Funds holding: 2,6152,677 (+62)

4% more capital invested

Capital invested by funds: $128B → $133B (+$4.73B)

1% more funds holding in top 10

Funds holding in top 10: 138139 (+1)

0.35% less ownership

Funds ownership: 67.41%67.05% (-0.35%)

3% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.36B

Holders
2,677
Holders Change
+62
Holders Change %
+2.37%
% of All Funds
46.59%
Holding in Top 10
139
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.72%
% of All Funds
2.42%
New
161
Increased
1,281
Reduced
904
Closed
69
Calls
$2.28B
Puts
$2.36B
Net Calls
-$80.2M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
2276
Optimal Asset Management
California
$347K
RCA
2277
Reitz Capital Advisors
Michigan
$346K -$16.9K -150 -5%
AIP
2278
Almanack Investment Partners
Pennsylvania
$344K -$54.7K -486 -14%
AWM
2279
Accel Wealth Management
Iowa
$344K -$44.1K -392 -11%
PCMC
2280
Private Capital Management (Colorado)
Colorado
$344K +$11.8K +105 +4%
SAM
2281
Shikiar Asset Management
New York
$344K +$344K +3,050 New
RWA
2282
RGT Wealth Advisors
Texas
$343K -$11.6K -103 -3%
SDWMA
2283
Schneider Downs Wealth Management Advisors
Pennsylvania
$343K +$4.17K +37 +1%
CF
2284
Corrigan Financial
Rhode Island
$342K -$19.7K -175 -5%
SCA
2285
St. Clair Advisors
Ohio
$340K
MWM
2286
Merriman Wealth Management
Washington
$340K +$16.3K +145 +5%
CFA
2287
Capstone Financial Advisors
Illinois
$340K +$63.1K +560 +23%
OCM
2288
Osterweis Capital Management
California
$339K
LIA
2289
LBMC Investment Advisors
Tennessee
$339K +$113K +1,001 +50%
FWM
2290
Focused Wealth Management
New York
$338K +$2.03K +18 +0.6%
AFA
2291
American Financial Advisors
Georgia
$337K +$2.59K +23 +0.8%
EVC
2292
Eidelman Virant Capital
Missouri
$336K
CBOR
2293
Community Bank of Raymore
Missouri
$335K -$11.3K -100 -3%
OA
2294
Oak Associates
Ohio
$335K
SAS
2295
Sanford Advisory Services
Michigan
$331K +$338 +3 +0.1%
JGGDR
2296
JGP Global Gestao de Recursos
Brazil
$330K +$788 +7 +0.2%
TA
2297
Tectonic Advisors
Texas
$329K +$52.7K +468 +19%
LCC
2298
Lincoln Capital Corp
Rhode Island
$327K -$49.1K -436 -13%
NWS
2299
Newport Wealth Strategies
California
$323K +$225 +2 +0.1%
TC
2300
Trust Company
Kansas
$320K +$9.57K +85 +3%

ABBV Hedge Fund Activity: Q2 2021 in Review

2,677 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2021, worth a combined $133B — up 3.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new ABBV positions and 69 closed out — a net gain of 92 holders — while 1,281 added to existing stakes and 904 trimmed.

The largest buyer was Franklin Resources, adding an estimated $830M. The largest seller was BlackRock, cutting an estimated $453M.

  • 2,677 institutional investors held AbbVie (ABBV) as of Q2 2021, up from 2,615 in Q1 2021.
  • Funds reported $133B of AbbVie stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 161 funds opened new AbbVie positions in Q2 2021 and 69 closed out, a net change of +92 holders.
  • The largest AbbVie buyer in Q2 2021 was Franklin Resources, an estimated $830M added.
  • The largest AbbVie seller in Q2 2021 was BlackRock, an estimated $453M sold.

Based on aggregated 13F filings for Q2 2021.