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2,530 hedge funds and large institutions have $154B invested in Abbott in 2021 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 997 increasing their positions, 980 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 81

1% more funds holding

Funds holding: 2,5042,530 (+26)

2% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 980

2% more capital invested

Capital invested by funds: $152B → $154B (+$2.33B)

0.11% less ownership

Funds ownership: 73.85%73.74% (-0.11%)

7% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.07B

5% less funds holding in top 10

Funds holding in top 10: 116110 (-6)

Holders
2,530
Holders Change
+26
Holders Change %
+1.04%
% of All Funds
44.28%
Holding in Top 10
110
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.17%
% of All Funds
1.93%
New
142
Increased
997
Reduced
980
Closed
81
Calls
$989M
Puts
$1.07B
Net Calls
-$78.9M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
2351
Valtinson Bruner Financial Planning
Minnesota
$205K +$204K +1,661 New
GFPC
2352
Global Financial Private Client
Florida
$205K
EIM
2353
Essex Investment Management
Massachusetts
$204K -$639K -5,200 -75%
BWM
2354
BT Wealth Management
Georgia
$204K
ISWM
2355
Independent Solutions Wealth Management
New York
$203K +$212K +1,722 New
HWM
2356
HFR Wealth Management
New York
$203K -$1.23K -10 -0.6%
MA
2357
Mosaic Advisors
Texas
$203K +$211K +1,717 New
EWP
2358
Engrave Wealth Partners
Texas
$202K -$10.9K -89 -5%
TC
2359
Trust Company
Kansas
$202K -$7.74K -63 -4%
TLFA
2360
True Link Financial Advisors
California
$202K
BDWM
2361
Brewin Dolphin Wealth Management
Ireland
$202K
SWM
2362
Shakespeare Wealth Management
Wisconsin
$201K
PWG
2363
Private Wealth Group
Florida
$201K +$209K +1,699 New
SWA
2364
Safir Wealth Advisors
New Hampshire
$201K +$209K +1,700 New
TWP
2365
Tempus Wealth Planning
California
$201K +$209K +1,700 New
BEAM
2366
Baker Ellis Asset Management
Washington
$201K +$211K +1,716 New
BFG
2367
Baron Financial Group
New Jersey
$201K
CFD
2368
Creative Financial Designs
Indiana
$200K
GWS
2369
Glassman Wealth Services
Virginia
$199K +$25.4K +207 +14%
ED
2370
Exane Derivatives
France
$194K +$171K +1,392 +548%
SIS
2371
Sound Income Strategies
Florida
$187K -$983 -8 -0.5%
GKWIM
2372
Gerber Kawasaki Wealth & Investment Management
California
$178K +$186K +1,514 New
HIIFS
2373
Harel Insurance Investments & Financial Services
Israel
$175K -$467K -3,800 -72%
OAJ
2374
Ogorek Anthony Joseph
New York
$173K
TC
2375
Tacita Capital
Ontario, Canada
$173K

ABT Hedge Fund Activity: Q3 2021 in Review

2,530 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2021, worth a combined $154B — up 1.5% from $152B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new ABT positions and 81 closed out — a net gain of 61 holders — while 997 added to existing stakes and 980 trimmed.

The largest buyer was DZ Bank, adding an estimated $414M. The largest seller was Wellington Management Group, cutting an estimated $823M.

  • 2,530 institutional investors held Abbott (ABT) as of Q3 2021, up from 2,504 in Q2 2021.
  • Funds reported $154B of Abbott stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 142 funds opened new Abbott positions in Q3 2021 and 81 closed out, a net change of +61 holders.
  • The largest Abbott buyer in Q3 2021 was DZ Bank, an estimated $414M added.
  • The largest Abbott seller in Q3 2021 was Wellington Management Group, an estimated $823M sold.

Based on aggregated 13F filings for Q3 2021.