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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
LFG
2301
Lazard Frères Gestion
France
$208K +$207K +1,900 New
AAP
2302
Arax Advisory Partners
Colorado
$207K -$37.9K -349 -16%
WQ
2303
Wealth Quarterback
New Jersey
$206K -$51.6K -475 -20%
KA
2304
Kozak & Associates
Colorado
$206K +$180K +1,660 New
UWM
2305
Urban Wealth Management
California
$206K +$204K +1,878 New
BWM
2306
Biltmore Wealth Management
Arizona
$206K +$205K +1,885 New
SI
2307
Scharf Investments
California
$205K +$204K +1,876 New
MFG
2308
Menard Financial Group
Texas
$204K +$203K +1,864 New
WA
2309
Wambolt & Associates
Colorado
$202K -$92.1K -847 -31%
FSA
2310
Fort Sheridan Advisors
Illinois
$202K -$32.6K -300 -14%
BWM
2311
BigSur Wealth Management
Florida
$202K
TC
2312
Trust Company
Kansas
$202K +$7.72K +71 +4%
WIA
2313
World Investment Advisors
California
$201K -$36.6K -337 -18%
IF
2314
Intrua Financial
Texas
$201K
HI
2315
Hudock Inc
Pennsylvania
$201K +$22K +202 +12%
TA
2316
Trellis Advisors
Washington
$201K +$199K +1,835 New
FWM
2317
Focused Wealth Management
New York
$200K +$95.3K +877 +93%
WAM
2318
Wolverine Asset Management
Illinois
$194K -$35.7K -328 -16%
CWP
2319
Concord Wealth Partners
Virginia
$194K +$192K +1,769 New
SWM
2320
Sugarloaf Wealth Management
Georgia
$193K
GFPC
2321
Global Financial Private Client
Florida
$191K +$3.26K +30 +2%
FMP
2322
Financial Management Professionals
Texas
$189K +$5.54K +51 +3%
M
2323
MOTCO
Texas
$188K -$7.72K -71 -4%
BDWM
2324
Brewin Dolphin Wealth Management
Ireland
$187K
SWA
2325
Safir Wealth Advisors
New Hampshire
$186K +$185K +1,700 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.