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AbbVie
ABBV

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: 172 → 224 (+52)

11% more capital invested

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

1% more funds holding

Funds holding: 3,077 → 3,109 (+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

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$883M
2
Marshall Wace
Marshall Wace
United Kingdom
+$441M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$208M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$184M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$238M
2
JP Morgan Chase
JP Morgan Chase
New York
-$226M
3
Comerica Bank
Comerica Bank
Texas
-$217M
4
Deutsche Bank
Deutsche Bank
Germany
-$179M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$173M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
2951
RDA Financial Network
Iowa
$203K +$200K +1,363 New
MCM
2952
Maple Capital Management
Vermont
$203K +$200K +1,362 New
4WM
2953
4J Wealth Management
Virginia
$202K +$199K +1,358 New
TCOO
2954
Trust Company of Oklahoma
Oklahoma
$202K -$722K -4,917 -78%
HCM
2955
Hutchinson Capital Management
California
$202K +$199K +1,354 New
MCAI
2956
Members Capital Advisors Inc
Wisconsin
$202K -$2.19M -14,920 -92%
GCM
2957
Goldstream Capital Management
Hong Kong
$201K – – –
EW
2958
Enzi Wealth
Texas
$201K +$200K +1,361 New
DMC
2959
Drexel Morgan & Co
Pennsylvania
$201K +$198K +1,350 New
SCM
2960
SOL Capital Management
Maryland
$201K -$44K -300 -18%
PWAC
2961
Private Wealth Advisors (California)
California
$201K +$198K +1,348 New
SC
2962
Solstein Capital
California
$200K – – –
CCMI
2963
Creative Capital Management Investments
California
$198K – – –
M
2964
Mirova
France
$198K -$514K -3,499 -73%
JSAM
2965
J. Safra Asset Management
New York
$190K – – –
IRAG
2966
Investment Research & Advisory Group
Georgia
$178K – – –
PG
2967
Proffitt & Goodson
Tennessee
$178K – – –
MIM
2968
Meridiem Investment Management
United Kingdom
$177K – – –
CJL
2969
Cyrus J. Lawrence
New York
$176K – – –
OAJ
2970
Ogorek Anthony Joseph
New York
$175K +$2.2K +15 +1%
TIM
2971
Tortoise Investment Management
New York
$172K -$1.32K -9 -0.8%
OIAM
2972
OFI Invest Asset Management
France
$167K – – –
AFS
2973
Annapolis Financial Services
Maryland
$164K – – –
UCB
2974
United Community Bank
South Carolina
$160K – – –
BFP
2975
Briaud Financial Planning
Texas
$160K +$158K +1,078 New
117 118
119
120 121

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.