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AbbVie

2,655 hedge funds and large institutions have $127B invested in AbbVie in 2021 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,346 increasing their positions, 872 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,346 | Existing positions reduced: 872

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

0.36% less ownership

Funds ownership: 67.05%66.69% (-0.36%)

1% less funds holding

Funds holding: 2,6772,655 (-22)

1% less call options, than puts

Call options by funds: $2.19B | Put options by funds: $2.22B

5% less capital invested

Capital invested by funds: $133B → $127B (-$6.15B)

4% less funds holding in top 10

Funds holding in top 10: 139134 (-5)

Holders
2,655
Holders Change
-22
Holders Change %
-0.82%
% of All Funds
46.47%
Holding in Top 10
134
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.6%
% of All Funds
2.35%
New
117
Increased
1,346
Reduced
872
Closed
97
Calls
$2.19B
Puts
$2.22B
Net Calls
-$32.5M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2501
Meridiem Investment Management
United Kingdom
$151K
BEI
2502
Benjamin Edwards Inc
Missouri
$151K +$79.2K +693 +99%
BFG
2503
Baron Financial Group
New Jersey
$150K
PAI
2504
Pittenger & Anderson Inc
Nebraska
$148K +$67K +586 +75%
CT
2505
Clearstead Trust
Maine
$147K +$70.5K +617 +83%
GTAM
2506
Global Trust Asset Management
Florida
$146K +$343 +3 +0.2%
HIM
2507
Hillsdale Investment Management
Ontario, Canada
$142K -$14.9K -130 -9%
SC
2508
Sierra Capital
Florida
$142K
APWA
2509
Atlas Private Wealth Advisors
New Jersey
$142K +$2.29K +20 +2%
RP
2510
Rowlandmiller & Partners
Georgia
$142K -$4.65M -40,710 -97%
CSC
2511
Cove Street Capital
California
$140K
CCA
2512
Catalyst Capital Advisors
New York
$139K -$4.18M -36,600 -97%
JWA
2513
JFS Wealth Advisors
Pennsylvania
$139K +$44.1K +386 +43%
EWA
2514
Evolution Wealth Advisors
Florida
$138K +$11.9K +104 +9%
HI
2515
Hoey Investments
Pennsylvania
$135K +$57.1K +500 +67%
DFCM
2516
Dark Forest Capital Management
Puerto Rico
$134K -$415K -3,632 -74%
LWA
2517
Lenox Wealth Advisors
New York
$134K +$40.5K +354 +40%
HIIFS
2518
Harel Insurance Investments & Financial Services
Israel
$129K -$471K -4,124 -77%
IRAG
2519
Investment Research & Advisory Group
Georgia
$129K
FPFS
2520
First Personal Financial Services
North Carolina
$128K
WR
2521
WD Rutherford
Oregon
$127K
RIM
2522
Rockbridge Investment Management
New York
$127K +$571 +5 +0.4%
PWMG
2523
Prestige Wealth Management Group
New Jersey
$127K +$71.9K +629 +115%
OAJ
2524
Ogorek Anthony Joseph
New York
$125K
NC
2525
NewSquare Capital
Pennsylvania
$115K -$556K -4,865 -82%

ABBV Hedge Fund Activity: Q3 2021 in Review

2,655 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2021, worth a combined $127B — down 4.6% from $133B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ABBV positions and 97 closed out — a net gain of 20 holders — while 1,346 added to existing stakes and 872 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.58B.

  • 2,655 institutional investors held AbbVie (ABBV) as of Q3 2021, down from 2,677 in Q2 2021.
  • Funds reported $127B of AbbVie stock for Q3 2021, down 4.6% quarter-over-quarter.
  • 117 funds opened new AbbVie positions in Q3 2021 and 97 closed out, a net change of +20 holders.
  • The largest AbbVie buyer in Q3 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest AbbVie seller in Q3 2021 was Fidelity Investments, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.