We are live on ! Find out more

2,525 hedge funds and large institutions have $158B invested in Abbott in 2021 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 974 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 92

9% more capital invested

Capital invested by funds: $145B → $158B (+$13.5B)

9% more funds holding in top 10

Funds holding in top 10: 143156 (+13)

1% more funds holding

Funds holding: 2,4882,525 (+37)

1% more call options, than puts

Call options by funds: $821M | Put options by funds: $814M

0.69% more ownership

Funds ownership: 74.02%74.71% (+0.69%)

5% less repeat investments, than reductions

Existing positions increased: 974 | Existing positions reduced: 1,022

Holders
2,525
Holders Change
+37
Holders Change %
+1.49%
% of All Funds
44.33%
Holding in Top 10
156
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.09%
% of All Funds
2.74%
New
162
Increased
974
Reduced
1,022
Closed
92
Calls
$821M
Puts
$814M
Net Calls
+$6.53M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2201
LBMC Investment Advisors
Tennessee
$288K
1WA
2202
180 Wealth Advisors
Washington
$287K -$13.6K -115 -4%
CFS
2203
CRA Financial Services
New Jersey
$287K -$6.75K -57 -2%
PI
2204
Parkside Investments
Illinois
$287K
TWM
2205
Tolleson Wealth Management
Texas
$287K
BFA
2206
Beacon Financial Advisory
Ohio
$286K -$3.67K -31 -1%
SHJ
2207
Sharkey, Howes & Javer
Colorado
$286K
OFS
2208
Oldfather Financial Services
Nebraska
$286K +$355 +3 +0.1%
RWI
2209
Red Wave Investments
Pennsylvania
$285K +$6.28K +53 +2%
SMA
2210
Sage Mountain Advisors
Georgia
$284K +$280K +2,367 New
GTCM
2211
Gyon Technologies Capital Management
New Jersey
$284K +$281K +2,368 New
HWM
2212
Hemington Wealth Management
Virginia
$283K -$104K -876 -27%
CYG
2213
Clean Yield Group
Vermont
$283K
SWIG
2214
Strategic Wealth Investment Group
Kentucky
$283K +$4.26K +36 +2%
SEIA
2215
Signature Estate & Investment Advisors
California
$283K +$8.77K +74 +3%
CCB
2216
Cutter & Co Brokerage
Missouri
$282K -$11.7K -99 -4%
FC
2217
Ferris Capital
Massachusetts
$282K
NCM
2218
Noesis Capital Mangement
Florida
$281K -$22.6K -191 -8%
RI
2219
Ridgewood Investments
New Jersey
$280K -$108K -910 -28%
PFGIA
2220
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$24.3K -205 -8%
TFA
2221
Trinity Financial Advisors
Ohio
$279K +$14.9K +126 +6%
PFA
2222
Pettinga Financial Advisors
Indiana
$277K
CS
2223
Capital Square
Tennessee
$276K +$829 +7 +0.3%
BBHC
2224
Brown Brothers Harriman & Co
New York
$275K +$254M +2,140,431 +1,351%
IAP
2225
Indie Asset Partners
Indiana
$275K -$51.1K -431 -16%

ABT Hedge Fund Activity: Q1 2021 in Review

2,525 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2021, worth a combined $158B — up 9.3% from $145B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new ABT positions and 92 closed out — a net gain of 70 holders — while 974 added to existing stakes and 1,022 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $760M. The largest seller was Wellington Management Group, cutting an estimated $978M.

  • 2,525 institutional investors held Abbott (ABT) as of Q1 2021, up from 2,488 in Q4 2020.
  • Funds reported $158B of Abbott stock for Q1 2021, up 9.3% quarter-over-quarter.
  • 162 funds opened new Abbott positions in Q1 2021 and 92 closed out, a net change of +70 holders.
  • The largest Abbott buyer in Q1 2021 was T. Rowe Price Associates, an estimated $760M added.
  • The largest Abbott seller in Q1 2021 was Wellington Management Group, an estimated $978M sold.

Based on aggregated 13F filings for Q1 2021.