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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
SOAMC
826
Spirit of America Management Corp
New York
$4.74M
LD
827
Lipe & Dalton
New York
$4.74M +$414K +3,627 +9%
KFP
828
KMG Fiduciary Partners
Ohio
$4.72M +$1.96M +17,180 +65%
CNBTD
829
Citizens National Bank Trust Department
Mississippi
$4.69M -$83.4K -730 -2%
AAM
830
AR Asset Management
California
$4.69M +$606K +5,300 +14%
BCM
831
Beddow Capital Management
Wyoming
$4.67M +$647K +5,661 +15%
DCM
832
Dupont Capital Management
Delaware
$4.66M -$1.34M -11,722 -21%
PCM
833
Poehling Capital Management
Wisconsin
$4.65M +$416K +3,641 +9%
BFEC
834
Benjamin F. Edwards & Company
Missouri
$4.63M -$139K -1,215 -3%
RT
835
Rockland Trust
Massachusetts
$4.62M +$83.5K +731 +2%
MCP
836
Mirador Capital Partners
California
$4.62M +$82.4K +721 +2%
PI
837
PEAK6 Investments
Illinois
$4.61M +$4.68M +40,980 +2,331%
RSC
838
Red Spruce Capital
Pennsylvania
$4.59M +$64.4K +564 +1%
BHWA
839
Beacon Harbor Wealth Advisors
Virginia
$4.58M +$1.38M +12,058 +40%
MA
840
Mutual Advisors
Nebraska
$4.58M +$151K +1,320 +3%
CCT
841
Capital City Trust
Florida
$4.55M +$58.5K +512 +1%
BFIM
842
Beese Fulmer Investment Management
Ohio
$4.54M -$21.1K -185 -0.4%
IWM
843
IHT Wealth Management
Illinois
$4.53M -$33.3M -290,998 -87%
SVWAG
844
Sound View Wealth Advisors Group
Georgia
$4.51M -$247K -2,161 -5%
Massachusetts Financial Services
845
Massachusetts Financial Services
Massachusetts
$4.5M +$86.6K +758 +2%
BU
846
BBVA USA
Alabama
$4.5M -$11.3K -99 -0.2%
SWA
847
Sutton Wealth Advisors
Florida
$4.47M +$59.1K +517 +1%
UF
848
Univest Financial
Pennsylvania
$4.46M +$75.6K +662 +2%
VWM
849
Valley Wealth Managers
New Jersey
$4.44M -$18.9K -165 -0.4%
FRM
850
Foundation Resource Management
Arkansas
$4.43M -$22.9K -200 -0.5%

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.