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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
WCF
2901
West Coast Financial
California
$220K -$42.9K -292 -17%
CH
2902
Canton Hathaway
Rhode Island
$220K
KWA
2903
KCS Wealth Advisory
California
$220K -$13.5K -92 -6%
SM
2904
Sensible Money
Arizona
$218K -$11.5K -78 -5%
RW
2905
REDW Wealth
New Mexico
$218K +$215K +1,464 New
SLWA
2906
San Luis Wealth Advisors
California
$218K +$215K +1,462 New
AC
2907
Avenir Corporation
Virginia
$218K +$215K +1,462 New
TA
2908
TrueWealth Advisors
Alabama
$217K +$214K +1,457 New
GIM
2909
Greenwich Investment Management
Connecticut
$217K +$214K +1,457 New
LFP
2910
Lakeshore Financial Planning
Michigan
$217K +$214K +1,455 New
ZIMP
2911
Zimmermann Investment Management & Planning
Pennsylvania
$216K -$64.9K -442 -23%
HCP
2912
Holt Capital Partners
Texas
$216K +$213K +1,450 New
EWP
2913
Engrave Wealth Partners
Texas
$216K +$212K +1,447 New
RPA
2914
Rock Point Advisors
Vermont
$215K +$212K +1,444 New
KCM
2915
Kennedy Capital Management
Missouri
$215K +$212K +1,443 New
BDF
2916
Black Diamond Financial
Maryland
$214K -$7.05K -48 -3%
EWM
2917
Elevatus Welath Management
New York
$214K +$211K +1,437 New
JCIA
2918
Jackson Creek Investment Advisors
Colorado
$214K +$211K +1,435 New
PG
2919
Prostatis Group
Maryland
$214K -$9.11M -62,081 -98%
VSQM
2920
V-Square Quantitative Management
Illinois
$214K +$190K +1,296 +939%
ILI
2921
Invesco LLC (Illinois)
Illinois
$214K +$211K +1,434 New
FMI
2922
F/M Investments
District of Columbia
$213K +$210K +1,431 New
LFG
2923
Lazard Frères Gestion
France
$213K +$206K +1,400 New
AWA
2924
Aletheian Wealth Advisors
Washington
$213K +$209K +1,426 New
RWA
2925
Rooted Wealth Advisors
Illinois
$212K -$17.5K -119 -7%

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.