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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
IWP
2551
IAG Wealth Partners
Wisconsin
$75K +$11.7K +102 +17%
SWM
2552
Selective Wealth Management
Virginia
$72K
SN
2553
Sittner & Nelson
Oregon
$71K
FFA
2554
Freedman Financial Associates
Massachusetts
$71K +$5.26K +46 +8%
CIM
2555
Contravisory Investment Management
Massachusetts
$70K
MAM
2556
McCarthy Asset Management
California
$69K +$114 +1 +0.2%
JWM
2557
Janiczek Wealth Management
Colorado
$68K -$14.5K -127 -17%
Simplex Trading
2558
Simplex Trading
Illinois
$67K +$67.8K +593 New
FCM
2559
Firestone Capital Management
Florida
$66K
SOW
2560
State of Wyoming
Wyoming
$66K +$70.4K +616 New
TVWM
2561
Tower View Wealth Management
Wisconsin
$64K +$49.4K +432 +262%
Loomis, Sayles & Company
2562
Loomis, Sayles & Company
Massachusetts
$63K
JPLA
2563
Joseph P. Lucia & Associates
New York
$63K +$5.71K +50 +9%
UFF
2564
USA Financial Formulas
Michigan
$63K +$11.7K +102 +21%
CQS
2565
Credential Qtrade Securities
$62K
LPWM
2566
Lake Point Wealth Management
Texas
$62K
TCM
2567
TD Capital Management
Tennessee
$59K +$457 +4 +0.7%
SAM
2568
Strategic Asset Management
Minnesota
$59K +$60.3K +528 New
TC
2569
Tacita Capital
Ontario, Canada
$58K -$34.3K -300 -36%
IUHSA
2570
Itau Unibanco Holding S.A.
Brazil
$58K +$21.9K +192 +55%
LWA
2571
Lowe Wealth Advisors
Maryland
$57K -$11.4K -100 -16%
BL
2572
Bleichroeder LP
New York
$56K
OIS
2573
Okabena Investment Services
Minnesota
$55K
CDIA
2574
Capital Directions Investment Advisors
Georgia
$54K -$11.4K -100 -17%
Nisa Investment Advisors
2575
Nisa Investment Advisors
Missouri
$53.3K -$3.71M -32,468 -6%

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.