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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
LMIM
651
Lockheed Martin Investment Management
Maryland
$9.66M +$2.82M +19,240 +41%
SGI
652
Summit Global Investments
Utah
$9.63M +$204K +1,389 +2%
AWM
653
Axxcess Wealth Management
California
$9.6M +$4.56M +31,054 +93%
FFM
654
Forum Financial Management
Illinois
$9.59M +$2.2K +15 +0%
JC
655
Jacobs & Co
California
$9.42M -$141K -963 -2%
FCH
656
Freestone Capital Holdings
Washington
$9.41M +$381K +2,593 +4%
ECM
657
Evergreen Capital Management
Washington
$9.39M +$709K +4,829 +8%
SWA
658
Stratos Wealth Advisors
Ohio
$9.28M +$1.5M +10,205 +20%
TW
659
TrinityPoint Wealth
Connecticut
$9.27M +$97.8K +666 +1%
GVAG
660
Great Valley Advisor Group
Delaware
$9.18M +$757K +5,159 +9%
SFS
661
Sowell Financial Services
Arkansas
$9.14M +$367K +2,498 +4%
UIC
662
Uniplan Investment Counsel
Wisconsin
$9.13M
EF
663
Empirical Finance
Pennsylvania
$9.12M +$871K +5,936 +11%
AOWM
664
Alpha Omega Wealth Management
Virginia
$9.1M -$89.3K -608 -1%
QCM
665
Quantinno Capital Management
New York
$9.08M +$3.18M +21,692 +55%
CS
666
Comerica Securities
Michigan
$9.08M -$603K -4,107 -6%
BWL
667
Bogart Wealth LLC
Virginia
$9.07M -$13.1K -89 -0.1%
RMSCM
668
R.M. Sincerbeaux Capital Management
New York
$9.06M -$66.1K -450 -0.7%
KRSITF
669
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9M -$432K -2,943 -5%
AAIM
670
American Assets Investment Management
California
$8.99M
TCM
671
Tufton Capital Management
Maryland
$8.97M -$32.6K -222 -0.4%
VWA
672
Visionary Wealth Advisors
Illinois
$8.95M +$417K +2,840 +5%
MCM
673
Moore Capital Management
New York
$8.94M +$8.81M +60,000 New
NWM
674
Nicola Wealth Management
British Columbia, Canada
$8.94M +$8.81M +60,000 New
RIG
675
RiverFront Investment Group
Virginia
$8.91M +$804K +5,478 +10%

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.