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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
PCC
626
Park Circle Company
Maryland
$7.47M +$1.98M +17,300 +33%
CCM
627
Condor Capital Management
New Jersey
$7.45M -$116K -1,013 -1%
MA
628
Montag & Associates
Georgia
$7.45M -$80K -700 -1%
BAM
629
Bruderman Asset Management
New York
$7.43M +$164K +1,436 +2%
WJWM
630
Williams Jones Wealth Management
New York
$7.42M +$114 +1 +0%
PFM
631
Parsec Financial Management
North Carolina
$7.39M +$1.16M +10,132 +19%
FB
632
Fulton Bank
Pennsylvania
$7.37M -$257K -2,248 -3%
XWM
633
Xcel Wealth Management
Florida
$7.34M +$1.04M +9,118 +15%
CAM
634
Carret Asset Management
New York
$7.33M -$34.2K -299 -0.4%
HLCM
635
Hi-Line Capital Management
South Dakota
$7.31M +$242K +2,120 +3%
SLA
636
Silver Lake Advisory
Utah
$7.28M +$89.5K +783 +1%
HAI
637
Hennessy Advisors Inc
California
$7.27M -$126K -1,100 -2%
LCP
638
Legacy Capital Partners
Wisconsin
$7.25M -$40.1K -351 -0.5%
Lazard Asset Management
639
Lazard Asset Management
New York
$7.25M -$427K -3,733 -5%
AUB
640
Atlantic Union Bankshares
Virginia
$7.24M -$96.2K -842 -1%
BIG
641
Boothe Investment Group
Delaware
$7.22M +$211K +1,849 +3%
HPWA
642
Hall Private Wealth Advisors
North Carolina
$7.22M +$5.96M +52,203 +354%
GFG
643
Greystone Financial Group
Michigan
$7.21M -$1.13M -9,899 -13%
NEAM
644
New England Asset Management
Connecticut
$7.2M +$309K +2,700 +4%
HFS
645
Hantz Financial Services
Michigan
$7.16M +$1.1M +9,599 +17%
MCM
646
Monarch Capital Management
Indiana
$7.13M +$249K +2,175 +3%
WTC
647
WhitTier Trust Company
Nevada
$7.13M +$22.5K +197 +0.3%
BAM
648
Belpointe Asset Management
Nevada
$7.1M +$1.39M +12,164 +23%
SWM
649
Spire Wealth Management
Virginia
$7.08M -$347K -3,038 -4%
SB
650
Simmons Bank
Arkansas
$7.08M +$253K +2,212 +3%

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.