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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$23.2M +$3.66M +24,906 +19%
LCM
402
LVM Capital Management
Michigan
$23.2M -$157K -1,070 -0.7%
IGAM
403
iA Global Asset Management
Quebec, Canada
$23M +$1.06M +7,199 +5%
TH
404
TCTC Holdings
Texas
$23M -$33K -225 -0.1%
OAM
405
Oppenheimer Asset Management
New York
$23M +$1.24M +8,437 +6%
CG
406
Colony Group
Massachusetts
$22.9M -$31.3K -213 -0.1%
OC
407
Oppenheimer & Co
New York
$22.7M -$366K -2,492 -2%
PNC
408
Park National Corp
Ohio
$22.6M +$484K +3,295 +2%
CA
409
Cullinan Associates
Kentucky
$22.5M +$1.94M +13,226 +10%
KCM
410
Kanawha Capital Management
Virginia
$22.5M -$175K -1,192 -0.8%
NSAM
411
North Star Asset Management
Wisconsin
$22.5M +$69.4K +473 +0.3%
FNT
412
First National Trust
Pennsylvania
$22.4M -$454K -3,092 -2%
RPAM
413
Rhenman & Partners Asset Management
Sweden
$22.4M
FLII
414
First Long Island Investors
New York
$22.2M +$80.3K +547 +0.4%
SC
415
Scotia Capital
Ontario, Canada
$22.1M +$109K +745 +0.5%
ETC
416
Exchange Traded Concepts
Oklahoma
$22M +$3.28M +22,346 +18%
EMPI
417
Elo Mutual Pension Insurance
Finland
$22M +$365K +2,488 +2%
NEI
418
Northwest & Ethical Investments
Ontario, Canada
$21.9M -$6.12M -41,697 -22%
TA
419
TruWealth Advisors
Louisiana
$21.9M +$620K +4,221 +3%
AWS
420
Atria Wealth Solutions
New York
$21.7M +$1.31M +8,923 +7%
BRWA
421
B. Riley Wealth Advisors
Florida
$21.7M -$3.18M -21,652 -13%
CF
422
Clarity Financial
Texas
$21.6M -$184K -1,253 -0.9%
TLP
423
Tri Locum Partners
New York
$21.5M +$21.2M +144,561 New
JCM
424
Janney Capital Management
Pennsylvania
$21.5M +$202K +1,377 +1%
GF
425
Gabelli Funds
New York
$21.4M +$51.4K +350 +0.2%

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.