We are live on ! Find out more
ABBV icon

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
SCA
3001
Stuart Chaussee & Associates
California
$121K
IWP
3002
IAG Wealth Partners
Wisconsin
$121K +$6.17K +42 +5%
AWM
3003
Ameliora Wealth Management
Switzerland
$118K +$13.5K +92 +13%
LFA
3004
Level Financial Advisors
New York
$116K
RDFA
3005
Ritter Daniher Financial Advisory
Ohio
$113K
WFA
3006
West Financial Advisors
Iowa
$110K +$11.9K +81 +12%
TJHA
3007
Thomas J. Herzfeld Advisors
Florida
$108K
UOTTAIMCU
3008
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$106K +$105K +714 New
EG
3009
Ellerson Group
Maryland
$104K +$103K +700 New
WAS
3010
Winch Advisory Services
Wisconsin
$101K -$6.02K -41 -6%
FSCM
3011
Front Street Capital Management
Montana
$101K +$99.1K +675 New
KI
3012
Kapitalo Investimentos
Brazil
$101K -$45.5K -310 -31%
NSG
3013
Nalls Sherbakoff Group
Tennessee
$101K
BC
3014
Belmont Capital
California
$99.6K +$73.4K +500 +298%
MFA
3015
McClarren Financial Advisors
Pennsylvania
$99K +$440 +3 +0.5%
KFS
3016
Kelly Financial Services
Massachusetts
$97.8K -$5.43K -37 -5%
BMCM
3017
Burns Matteson Capital Management
New York
$95.9K -$881 -6 -0.1%
DWA
3018
Dougherty Wealth Advisers
Minnesota
$95.7K
CFS
3019
CGC Financial Services
Oregon
$93.7K
GITFIT
3020
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$93K -$14.7K -100 -14%
MIM
3021
Macroview Investment Management
Maryland
$83.9K +$23.2K +158 +39%
SPWM
3022
Spartan Planning & Wealth Management
North Carolina
$81.1K +$79.9K +544 New
MLA
3023
MB, Levis & Associates
Pennsylvania
$80.3K +$587 +4 +0.7%
AW
3024
Avion Wealth
Texas
$80K +$11.7K +80 +17%
TLA
3025
Tanglewood Legacy Advisors
Texas
$79.4K

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.