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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
BWA
2301
Burt Wealth Advisors
Maryland
$282K -$21K -196 -7%
KJHP
2302
K.J. Harrison & Partners
Ontario, Canada
$282K -$7.49K -70 -3%
GIA
2303
Granite Investment Advisors
New Hampshire
$282K -$5.35K -50 -2%
PWA
2304
Phoenix Wealth Advisors
North Carolina
$282K +$30.2K +282 +12%
GPFA
2305
Game Plan Financial Advisors
Ohio
$281K -$9.41K -88 -3%
CYG
2306
Clean Yield Group
Vermont
$280K -$10.7K -100 -4%
APW
2307
Aurora Private Wealth
New Jersey
$280K +$17.6K +165 +7%
SWMG
2308
Strategic Wealth Management Group
Maryland
$280K +$20K +187 +8%
1WA
2309
180 Wealth Advisors
Washington
$280K +$21.5K +201 +9%
NL
2310
Navalign LLC
California
$280K +$277K +2,587 New
LSC
2311
Lesa Sroufe & Co
Washington
$279K
OL
2312
Optas LLC
Texas
$279K
CWM
2313
Connecticut Wealth Management
Connecticut
$279K +$214 +2 +0.1%
SC
2314
Slow Capital
California
$279K +$16.9K +158 +7%
CWP
2315
Curated Wealth Partners
California
$279K +$276K +2,577 New
ARMC
2316
American Research & Management Company
Massachusetts
$277K -$69.7K -652 -20%
HHAM
2317
HITE Hedge Asset Management
Massachusetts
$277K
SAA
2318
Southeast Asset Advisors
Georgia
$277K +$47.5K +444 +21%
JWM
2319
Jupiter Wealth Management
Colorado
$277K +$267K +2,500 New
FB
2320
First Bancorp
Maine
$277K +$274K +2,562 New
AWG
2321
Altus Wealth Group
Colorado
$274K -$70.6K -660 -22%
MFG
2322
Menard Financial Group
Texas
$274K +$5.03K +47 +2%
YIH
2323
Y-Intercept (HK)
Hong Kong
$273K +$274K +2,559 New
BAM
2324
Brave Asset Management
New Jersey
$272K +$269K +2,516 New
LWM
2325
Lyell Wealth Management
California
$272K +$269K +2,518 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.