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AbbVie

3,323 hedge funds and large institutions have $198B invested in AbbVie in 2023 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 1,172 increasing their positions, 1,424 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 366 | Existing positions closed: 98

85% more call options, than puts

Call options by funds: $4.51B | Put options by funds: $2.44B

8% more capital invested

Capital invested by funds: $183B → $198B (+$14.4B)

7% more funds holding

Funds holding: 3,1093,323 (+214)

2.66% more ownership

Funds ownership: 69.64%72.3% (+2.7%)

10% less funds holding in top 10

Funds holding in top 10: 224202 (-22)

18% less repeat investments, than reductions

Existing positions increased: 1,172 | Existing positions reduced: 1,424

Holders
3,323
Holders Change
+214
Holders Change %
+6.88%
% of All Funds
48.44%
Holding in Top 10
202
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-9.82%
% of All Funds
2.94%
New
366
Increased
1,172
Reduced
1,424
Closed
98
Calls
$4.51B
Puts
$2.44B
Net Calls
+$2.07B
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
3401
Lawrence B. Cohen
-$204K -1,370 Closed
VFPI
3402
Vantage Financial Partners (Illinois)
Illinois
-$204K -1,369 Closed
GCM
3403
Goldstream Capital Management
Hong Kong
-$201K -1,351 Closed
PWAC
3404
Private Wealth Advisors (California)
California
-$201K -1,348 Closed
BFP
3405
Briaud Financial Planning
Texas
-$160K -1,078 Closed
MIA
3406
Milestone Investment Advisors
Wisconsin
-$138K -927 Closed
RCA
3407
Reitz Capital Advisors
Michigan
-$126K -854 Closed
EARNEST Partners
3408
EARNEST Partners
Georgia
-$126K -847 Closed
TJHA
3409
Thomas J. Herzfeld Advisors
Florida
-$108K -722 Closed
EG
3410
Ellerson Group
Maryland
-$104K -700 Closed
KI
3411
Kapitalo Investimentos
Brazil
-$101K -676 Closed
Legacy Financial Group (Iowa)
3412
Legacy Financial Group (Iowa)
Iowa
-$65.1K -437 Closed
CWAF
3413
Core Wealth Advisors (Florida)
Florida
-$51.7K -347 Closed
HWP
3414
Hibernia Wealth Partners
Louisiana
-$35.9K -241 Closed
FAM
3415
Flaharty Asset Management
Florida
-$21.2K -142 Closed
PAG
3416
Paladin Advisory Group
Iowa
-$19.5K -131 Closed
SIA
3417
SkyView Investment Advisors
New Jersey
-$13K -90 Closed
CAM
3418
Costello Asset Management
Pennsylvania
-$8.94K -60 Closed
AWA
3419
Authentikos Wealth Advisory
California
-$6.11K -41 Closed
TFG
3420
Team Financial Group
California
-$5.66K -38 Closed
DF
3421
DecisionPoint Financial
Arizona
-$5.22K -35 Closed
OIS
3422
Okabena Investment Services
Minnesota
-$2.83K -19 Closed

ABBV Hedge Fund Activity: Q4 2023 in Review

3,323 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2023, worth a combined $198B — up 7.9% from $183B a quarter earlier.

Buyers outnumbered sellers: 366 funds opened new ABBV positions and 98 closed out — a net gain of 268 holders — while 1,172 added to existing stakes and 1,424 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 3,323 institutional investors held AbbVie (ABBV) as of Q4 2023, up from 3,109 in Q3 2023.
  • Funds reported $198B of AbbVie stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 366 funds opened new AbbVie positions in Q4 2023 and 98 closed out, a net change of +268 holders.
  • The largest AbbVie buyer in Q4 2023 was Morgan Stanley, an estimated $5.24B added.
  • The largest AbbVie seller in Q4 2023 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2023.