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AbbVie

2,969 hedge funds and large institutions have $166B invested in AbbVie in 2022 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,304 increasing their positions, 1,156 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.32B | Put options by funds: $2.05B

13% more repeat investments, than reductions

Existing positions increased: 1,304 | Existing positions reduced: 1,156

1.08% more ownership

Funds ownership: 68.95%70.04% (+1.1%)

5% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 130

1% less funds holding

Funds holding: 3,0052,969 (-36)

11% less capital invested

Capital invested by funds: $186B → $166B (-$20.1B)

16% less funds holding in top 10

Funds holding in top 10: 330278 (-52)

Holders
2,969
Holders Change
-36
Holders Change %
-1.2%
% of All Funds
51.14%
Holding in Top 10
278
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.76%
% of All Funds
4.79%
New
137
Increased
1,304
Reduced
1,156
Closed
130
Calls
$2.32B
Puts
$2.05B
Net Calls
+$271M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2551
Mascoma Wealth Management
New Hampshire
$324K +$115K +800 +50%
PWA
2552
PCG Wealth Advisors
Kansas
$324K +$346K +2,408 New
PFM
2553
Phillips Financial Management
Indiana
$324K +$347K +2,416 New
WCF
2554
West Coast Financial
California
$323K -$13.1K -91 -4%
EI
2555
Ellevest Inc
New York
$322K -$65.4K -456 -16%
TI
2556
Truepoint Inc
Ohio
$322K
TC
2557
Tsai Capital
New York
$322K
HCM
2558
Hilton Capital Management
New York
$321K -$118K -823 -26%
BA
2559
Bristlecone Advisors
Washington
$321K -$6.74K -47 -2%
AA
2560
Auxano Advisors
Washington
$320K +$342K +2,385 New
SDWMA
2561
Schneider Downs Wealth Management Advisors
Pennsylvania
$319K -$81.7K -569 -19%
SN
2562
Sittner & Nelson
Oregon
$319K -$21.2K -148 -6%
NPF
2563
Norris Perne & French
Michigan
$319K -$10.8K -75 -3%
EAM
2564
Empirical Asset Management
Massachusetts
$317K -$430 -3 -0.1%
AIM
2565
Acropolis Investment Management
Missouri
$316K -$14.3K -100 -4%
ARG
2566
Advisory Resource Group
Oklahoma
$316K +$1.72K +12 +0.5%
SI
2567
Saxon Interests
Texas
$315K +$28.7K +200 +10%
TSWM
2568
Tyler-Stone Wealth Management
Ohio
$313K
MAM
2569
Mastrapasqua Asset Management
Tennessee
$312K +$73.2K +510 +28%
SRC
2570
Sage Rhino Capital
California
$311K -$24.5K -171 -7%
SAM
2571
Sequent Asset Management
Texas
$311K
PMG
2572
Private Management Group
California
$311K
FWP
2573
Firethorn Wealth Partners
Georgia
$310K -$56.4K -393 -15%
SEIA
2574
Signature Estate & Investment Advisors
California
$309K -$14.3K -100 -4%
SOAG
2575
Silver Oak Advisory Group
Oregon
$309K

ABBV Hedge Fund Activity: Q3 2022 in Review

2,969 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2022, worth a combined $166B — down 11% from $186B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ABBV positions and 130 closed out — a net gain of 7 holders — while 1,304 added to existing stakes and 1,156 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.31B. The largest seller was T. Rowe Price Associates, cutting an estimated $902M.

  • 2,969 institutional investors held AbbVie (ABBV) as of Q3 2022, down from 3,005 in Q2 2022.
  • Funds reported $166B of AbbVie stock for Q3 2022, down 11% quarter-over-quarter.
  • 137 funds opened new AbbVie positions in Q3 2022 and 130 closed out, a net change of +7 holders.
  • The largest AbbVie buyer in Q3 2022 was Janus Henderson Group, an estimated $2.31B added.
  • The largest AbbVie seller in Q3 2022 was T. Rowe Price Associates, an estimated $902M sold.

Based on aggregated 13F filings for Q3 2022.