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2,488 hedge funds and large institutions have $145B invested in Abbott in 2020 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 945 increasing their positions, 921 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 62

14% more call options, than puts

Call options by funds: $837M | Put options by funds: $732M

8% more funds holding

Funds holding: 2,3072,488 (+181)

3% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 921

1% more capital invested

Capital invested by funds: $143B → $145B (+$2.11B)

0.09% less ownership

Funds ownership: 74.11%74.02% (-0.09%)

28% less funds holding in top 10

Funds holding in top 10: 198143 (-55)

Holders
2,488
Holders Change
+181
Holders Change %
+7.85%
% of All Funds
44.02%
Holding in Top 10
143
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-27.78%
% of All Funds
2.53%
New
272
Increased
945
Reduced
921
Closed
62
Calls
$837M
Puts
$732M
Net Calls
+$105M
Net Calls Change
+$89.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
2151
Robertson Stephens Wealth Management
California
$291K -$330K -3,040 -53%
GBBWRPM
2152
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$290K -$12.9K -119 -4%
1WA
2153
180 Wealth Advisors
Washington
$289K -$13.3K -122 -5%
CAL
2154
Capital Advisors Ltd
Ohio
$289K
MAM
2155
Madison Asset Management
Wisconsin
$288K -$15.2K -140 -5%
BFG
2156
Berger Financial Group
Minnesota
$287K +$285K +2,620 New
KF
2157
Krilogy Financial
Missouri
$286K -$1.96K -18 -0.7%
WMC
2158
Westwood Management Corporation
Illinois
$285K
SSC
2159
Syverson Strege & Co
Iowa
$285K +$283K +2,608 New
KW
2160
KWB Wealth
California
$284K +$282K +2,593 New
Cohen & Steers
2161
Cohen & Steers
New York
$283K
SXL
2162
Summit X LLC
Missouri
$282K +$3.37K +31 +1%
BLAM
2163
Bourne Lent Asset Management
New York
$281K
CPC
2164
Congress Park Capital
New York
$281K
THWM
2165
Taylor Hoffman Wealth Management
Virginia
$281K
RIG
2166
Roosevelt Investment Group
New York
$280K +$11.2K +103 +4%
PFGIA
2167
Patriot Financial Group Insurance Agency
Massachusetts
$279K -$44.6K -410 -14%
CRCM
2168
Corbett Road Capital Management
Virginia
$279K -$20.4K -188 -7%
GSAM
2169
Grant Street Asset Management
Pennsylvania
$279K
NCM
2170
Noesis Capital Mangement
Florida
$278K -$13.6K -125 -5%
AWM
2171
Affinity Wealth Management
Delaware
$277K +$47.4K +436 +22%
SEP
2172
Southland Equity Partners
Missouri
$277K +$275K +2,527 New
C
2173
Certuity
Florida
$276K +$20.4K +188 +8%
VFM
2174
Vivid Financial Management
California
$276K +$21.5K +198 +9%
TA
2175
TruWealth Advisors
Louisiana
$275K +$273K +2,515 New

ABT Hedge Fund Activity: Q4 2020 in Review

2,488 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2020, worth a combined $145B — up 1.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new ABT positions and 62 closed out — a net gain of 210 holders — while 945 added to existing stakes and 921 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Wellington Management Group, cutting an estimated $416M.

  • 2,488 institutional investors held Abbott (ABT) as of Q4 2020, up from 2,307 in Q3 2020.
  • Funds reported $145B of Abbott stock for Q4 2020, up 1.5% quarter-over-quarter.
  • 272 funds opened new Abbott positions in Q4 2020 and 62 closed out, a net change of +210 holders.
  • The largest Abbott buyer in Q4 2020 was Fidelity Investments, an estimated $332M added.
  • The largest Abbott seller in Q4 2020 was Wellington Management Group, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.