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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
AIM
276
Achmea Investment Management
Netherlands
$42.6M -$312K -2,128 -0.7%
YCM
277
Yousif Capital Management
Michigan
$42.3M -$738K -5,027 -2%
KAS
278
Kestra Advisory Services
Texas
$42.2M -$7.91M -53,877 -16%
AAM
279
Advisors Asset Management
Colorado
$41.6M -$1.1M -7,464 -3%
TAM
280
Tocqueville Asset Management
New York
$41M -$798K -5,436 -2%
FWIA
281
Fort Washington Investment Advisors
Ohio
$40.6M +$459K +3,125 +1%
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$40.5M +$1.87M +12,747 +5%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$40.3M -$1.98M -13,503 -5%
NYLIM
284
New York Life Investment Management
New York
$40.1M -$46.8K -319 -0.1%
BS
285
Banco Santander
Spain
$39.8M +$1.76M +11,958 +5%
MCM
286
MV Capital Management
Maryland
$39.5M +$66.1K +450 +0.2%
MOACM
287
Mutual of America Capital Management
New York
$39.2M -$1.09M -7,404 -3%
ACM
288
Aquatic Capital Management
Illinois
$39.2M +$1.67M +11,400 +5%
PAG
289
Private Advisor Group
New Jersey
$39M -$972K -6,623 -2%
Loomis, Sayles & Company
290
Loomis, Sayles & Company
Massachusetts
$38.3M +$31.1M +211,591 +464%
QCM
291
QRG Capital Management
Illinois
$38.1M +$37.5M +255,742 New
DADC
292
D.A. Davidson & Co
Montana
$37.9M +$504K +3,436 +1%
CI
293
Conning Inc
Connecticut
$37.5M -$2.7M -18,421 -7%
BC
294
Blackhill Capital
New Jersey
$37.4M -$1.5M -10,200 -4%
Balyasny Asset Management
295
Balyasny Asset Management
Illinois
$37.3M -$68M -463,248 -65%
CTC
296
Central Trust Company
Missouri
$37.3M -$480K -3,271 -1%
ITP
297
Iron Triangle Partners
Connecticut
$37.3M -$29.4M -200,000 -44%
Squarepoint
298
Squarepoint
New York
$37.1M -$31.8M -216,423 -47%
Lido Advisors
299
Lido Advisors
California
$37M -$9.27M -63,114 -20%
T
300
TOBAM
France
$36.6M -$4.72M -32,141 -12%

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.