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AbbVie

3,109 hedge funds and large institutions have $183B invested in AbbVie in 2023 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,277 increasing their positions, 1,279 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.77B | Put options by funds: $2.19B

65% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 106

30% more funds holding in top 10

Funds holding in top 10: 172224 (+52)

11% more capital invested

Capital invested by funds: $165B → $183B (+$18.4B)

1% more funds holding

Funds holding: 3,0773,109 (+32)

0.19% more ownership

Funds ownership: 69.45%69.64% (+0.19%)

0% less repeat investments, than reductions

Existing positions increased: 1,277 | Existing positions reduced: 1,279

Holders
3,109
Holders Change
+32
Holders Change %
+1.04%
% of All Funds
49.33%
Holding in Top 10
224
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+30.23%
% of All Funds
3.55%
New
175
Increased
1,277
Reduced
1,279
Closed
106
Calls
$3.77B
Puts
$2.19B
Net Calls
+$1.58B
Net Calls Change
+$712M
Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
2626
Werba Rubin Papier Wealth Management
California
$347K -$2.06K -14 -0.6%
EWM
2627
Elmwood Wealth Management
California
$347K +$3.67K +25 +1%
IWN
2628
Independent Wealth Network
Iowa
$346K -$3.82K -26 -1%
TWP
2629
Tempus Wealth Planning
California
$345K -$342K -2,333 -50%
LI
2630
Lafayette Investments
Maryland
$344K +$22K +150 +7%
EWM
2631
Executive Wealth Management
Michigan
$344K +$36.4K +248 +12%
SRC
2632
Sage Rhino Capital
California
$344K +$4.11K +28 +1%
OWA
2633
Octavia Wealth Advisors
Ohio
$343K +$23.3K +159 +7%
BHIC
2634
Bassett Hargrove Investment Counsel
Delaware
$343K
WCM
2635
Windsor Capital Management
Arizona
$343K +$1.17K +8 +0.3%
LGWM
2636
Litman Gregory Wealth Management
California
$341K +$335K +2,285 New
MAWA
2637
Moss Adams Wealth Advisors
Washington
$340K +$335K +2,281 New
FWM
2638
FFT Wealth Management
Pennsylvania
$339K
LRWA
2639
Long Run Wealth Advisors
New York
$339K +$1.61K +11 +0.5%
AWA
2640
Amplius Wealth Advisors
Pennsylvania
$338K -$8.66K -59 -3%
TA
2641
TFB Advisors
Kansas
$338K +$104K +706 +45%
SHFP
2642
Second Half Financial Partners
Florida
$337K -$2.8M -19,061 -89%
WCFA
2643
Walkner Condon Financial Advisors
Wisconsin
$336K +$16K +109 +5%
CWP
2644
Curated Wealth Partners
California
$336K -$47.7K -325 -13%
PAIM
2645
Punch & Associates Investment Management
Minnesota
$335K +$95.4K +650 +41%
HWM
2646
Hemington Wealth Management
Virginia
$335K -$29.4K -200 -8%
TC
2647
Trust Company
Kansas
$335K -$18.8K -128 -5%
VCM
2648
Versant Capital Management
Arizona
$334K +$4.84K +33 +1%
EIA
2649
Edgemoor Investment Advisors
Maryland
$334K +$294 +2 +0.1%
MSCM
2650
McElhenny Sheffield Capital Management
Texas
$333K

ABBV Hedge Fund Activity: Q3 2023 in Review

3,109 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2023, worth a combined $183B — up 11% from $165B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new ABBV positions and 106 closed out — a net gain of 69 holders — while 1,277 added to existing stakes and 1,279 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $883M. The largest seller was VOYA Investment Management, cutting an estimated $238M.

  • 3,109 institutional investors held AbbVie (ABBV) as of Q3 2023, up from 3,077 in Q2 2023.
  • Funds reported $183B of AbbVie stock for Q3 2023, up 11% quarter-over-quarter.
  • 175 funds opened new AbbVie positions in Q3 2023 and 106 closed out, a net change of +69 holders.
  • The largest AbbVie buyer in Q3 2023 was Massachusetts Financial Services, an estimated $883M added.
  • The largest AbbVie seller in Q3 2023 was VOYA Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q3 2023.