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AbbVie
ABBV

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: 172 → 224 (+52)

11% more capital invested

Capital invested by funds: $165B → $183B (+$18.4B)

1% more funds holding

Funds holding: 3,077 → 3,109 (+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

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$883M
2
Marshall Wace
Marshall Wace
United Kingdom
+$441M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$208M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$184M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$238M
2
JP Morgan Chase
JP Morgan Chase
New York
-$226M
3
Comerica Bank
Comerica Bank
Texas
-$217M
4
Deutsche Bank
Deutsche Bank
Germany
-$179M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$173M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
826
HUB Investment Partners
Texas
$6.31M +$689K +4,696 +12%
SGC
827
Slocum, Gordon & Co
Rhode Island
$6.3M -$125K -850 -2%
JIR
828
James Investment Research
Ohio
$6.29M -$79.7K -543 -1%
GIP
829
Greatmark Investment Partners
Georgia
$6.28M -$22K -150 -0.4%
TCOT
830
Trust Company of Toledo
Ohio
$6.28M -$734 -5 -0%
WW
831
Windle Wealth
Oklahoma
$6.24M +$145K +987 +2%
TBA
832
Tower Bridge Advisors
Pennsylvania
$6.24M +$42.1K +287 +0.7%
OIM
833
Opus Investment Management
Massachusetts
$6.22M – – –
RMCM
834
Reynders McVeigh Capital Management
Massachusetts
$6.21M -$143K -975 -2%
CIAS
835
Capital Investment Advisory Services
North Carolina
$6.13M -$66.4K -452 -1%
SW
836
SlateStone Wealth
Florida
$6.12M +$2.5M +17,051 +71%
AMM
837
American Money Management
California
$6.1M +$304K +2,072 +5%
PSP
838
Principal Street Partners
Tennessee
$6.07M +$436K +2,967 +8%
DWA
839
Douglass Winthrop Advisors
New York
$6.06M +$121K +822 +2%
GW
840
GW & Wade
Massachusetts
$6.06M -$82.5K -562 -1%
DAM
841
Delta Asset Management
Tennessee
$6.06M +$27.9K +190 +0.5%
MFG
842
Merit Financial Group
Georgia
$6.05M +$316K +2,151 +6%
CAM
843
Columbia Asset Management
Michigan
$6.03M -$53.7K -366 -0.9%
RWM
844
Ritholtz Wealth Management
New York
$6.02M +$851K +5,800 +17%
CAM
845
Cubic Asset Management
Massachusetts
$5.98M -$690K -4,700 -10%
WI
846
Wintrust Investments
Illinois
$5.97M +$429K +2,924 +8%
MNBTD
847
Moody National Bank Trust Division
Texas
$5.96M +$690K +4,697 +13%
FRM
848
Foundation Resource Management
Arkansas
$5.95M -$75.2K -512 -1%
HCM
849
Hutner Capital Management
Vermont
$5.95M -$57.8K -394 -1%
WIS
850
Wright Investors Service
Connecticut
$5.94M +$84.7K +577 +1%
32 33
34
35 36

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.