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AbbVie

2,655 hedge funds and large institutions have $127B invested in AbbVie in 2021 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,346 increasing their positions, 872 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,346 | Existing positions reduced: 872

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

0.36% less ownership

Funds ownership: 67.05%66.69% (-0.36%)

1% less funds holding

Funds holding: 2,6772,655 (-22)

1% less call options, than puts

Call options by funds: $2.19B | Put options by funds: $2.22B

5% less capital invested

Capital invested by funds: $133B → $127B (-$6.15B)

4% less funds holding in top 10

Funds holding in top 10: 139134 (-5)

Holders
2,655
Holders Change
-22
Holders Change %
-0.82%
% of All Funds
46.47%
Holding in Top 10
134
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.6%
% of All Funds
2.35%
New
117
Increased
1,346
Reduced
872
Closed
97
Calls
$2.19B
Puts
$2.22B
Net Calls
-$32.5M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$923M +$3.96M +34,669 +0.4%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$810M -$107M -934,500 -11%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$790M -$2.13M -18,605 -0.3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$772M +$2.28M +19,933 +0.3%
Swiss National Bank
30
Swiss National Bank
Switzerland
$753M -$24.8M -216,800 -3%
PPA
31
Parametric Portfolio Associates
Washington
$688M -$101M -881,149 -12%
Deutsche Bank
32
Deutsche Bank
Germany
$659M -$80.1M -700,907 -10%
Amundi
33
Amundi
France
$627M +$141M +1,236,167 +27%
PI
34
Putnam Investments
Massachusetts
$623M +$667K +5,833 +0.1%
Invesco
35
Invesco
Georgia
$554M +$33.6M +294,395 +6%
Boston Partners
36
Boston Partners
Massachusetts
$546M +$67.4M +589,506 +13%
Federated Hermes
37
Federated Hermes
Pennsylvania
$544M -$378K -3,309 -0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$538M -$17.8M -155,912 -3%
Aberdeen Group
39
Aberdeen Group
United Kingdom
$512M -$3.98M -34,805 -0.7%
Allianz Asset Management
40
Allianz Asset Management
Germany
$472M +$34M +297,776 +7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$443M +$11.6M +101,611 +3%
RJA
42
Raymond James & Associates
Florida
$427M +$24.8M +217,112 +6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$426M +$24.7M +215,904 +6%
Barclays
44
Barclays
United Kingdom
$418M +$107M +935,964 +32%
ClearBridge Investments
45
ClearBridge Investments
New York
$416M -$22.6M -197,991 -5%
EVM
46
Eaton Vance Management
Massachusetts
$412M +$8.96M +78,392 +2%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$402M -$2.22M -19,441 -0.5%
CS
48
Credit Suisse
Switzerland
$395M +$20.9M +182,734 +5%
DZ Bank
49
DZ Bank
Germany
$394M -$242M -2,115,954 -37%
Truist Financial
50
Truist Financial
North Carolina
$384M +$5.17M +45,284 +1%

ABBV Hedge Fund Activity: Q3 2021 in Review

2,655 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2021, worth a combined $127B — down 4.6% from $133B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ABBV positions and 97 closed out — a net gain of 20 holders — while 1,346 added to existing stakes and 872 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.58B.

  • 2,655 institutional investors held AbbVie (ABBV) as of Q3 2021, down from 2,677 in Q2 2021.
  • Funds reported $127B of AbbVie stock for Q3 2021, down 4.6% quarter-over-quarter.
  • 117 funds opened new AbbVie positions in Q3 2021 and 97 closed out, a net change of +20 holders.
  • The largest AbbVie buyer in Q3 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest AbbVie seller in Q3 2021 was Fidelity Investments, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.