We are live on ! Find out more
ABBV icon

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
MAM
2326
McCarthy Asset Management
California
$271K -$21.9K -205 -8%
KS
2327
Karpas Strategies
Connecticut
$271K
RA
2328
Riversedge Advisors
Delaware
$271K
SFP
2329
Sterling Financial Planning
New Jersey
$271K
BFG
2330
Barber Financial Group
Kansas
$271K +$11.1K +104 +4%
UIA
2331
UBP Investment Advisors
Switzerland
$270K -$224K -2,096 -46%
CCMD
2332
Cypress Capital Management (Delaware)
Delaware
$270K +$4.71K +44 +2%
PGWM
2333
Parisi Gray Wealth Management
New Jersey
$270K +$5.88K +55 +2%
SFA
2334
Souders Financial Advisors
Ohio
$269K +$1.39K +13 +0.5%
GSAM
2335
Grant Street Asset Management
Pennsylvania
$267K
EWM
2336
Executive Wealth Management
Michigan
$267K +$1.07K +10 +0.4%
CFA
2337
Capstone Financial Advisors
Illinois
$266K +$3K +28 +1%
QCM
2338
Quest Capital Management
Texas
$266K +$44.9K +420 +21%
TA
2339
Tectonic Advisors
Texas
$266K +$62.7K +586 +31%
MWM
2340
Madison Wealth Management
Ohio
$264K +$11.7K +109 +5%
FMN
2341
Financial Management Network
California
$264K +$22.4K +209 +10%
FIB
2342
First Interstate Bancsystem
Montana
$263K +$260K +2,430 New
EIA
2343
Edgemoor Investment Advisors
Maryland
$262K +$10.8K +101 +4%
SEIA
2344
Signature Estate & Investment Advisors
California
$262K +$26.7K +250 +12%
MF
2345
Montis Financial
Massachusetts
$261K
FBFS
2346
First Business Financial Services
Wisconsin
$261K +$22K +206 +9%
HZ
2347
Hixon Zuercher
Ohio
$260K
HH
2348
HWG Holdings
Texas
$258K -$176K -1,642 -41%
HI
2349
Hudock Inc
Pennsylvania
$258K +$1.28K +12 +0.5%
HC
2350
HNP Capital
New York
$257K -$14.3K -134 -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.