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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
KMWM
1026
Keudell/Morrison Wealth Management
Oregon
$3.31M +$168K +1,469 +5%
MSFP
1027
Mark Sheptoff Financial Planning
Connecticut
$3.31M +$240K +2,102 +7%
FTA
1028
Financial & Tax Architects
Missouri
$3.31M +$191K +1,671 +6%
CMO
1029
Covenant Multifamily Offices
Texas
$3.3M -$128K -1,121 -4%
SSG
1030
Summit Securities Group
New York
$3.29M -$2.06M -17,996 -37%
OC
1031
Oarsman Capital
Wisconsin
$3.29M -$3.2K -28 -0.1%
PT
1032
Plimoth Trust
Massachusetts
$3.29M +$118K +1,032 +4%
1832 Asset Management
1033
1832 Asset Management
Ontario, Canada
$3.28M +$1.42M +12,424 +71%
TFA
1034
Teamwork Financial Advisors
Texas
$3.27M +$605K +5,294 +21%
BA
1035
Bellwether Advisors
Nebraska
$3.27M +$32.1K +281 +0.9%
RE
1036
RBC Europe
United Kingdom
$3.26M -$57.1K -500 -2%
IA
1037
IndexIQ Advisors
New York
$3.26M +$174K +1,521 +5%
WKWM
1038
Walter & Keenan Wealth Management
Indiana
$3.25M -$13.5K -118 -0.4%
KA
1039
Kovack Advisors
Florida
$3.24M +$597K +5,229 +21%
BHB
1040
Bank Hapoalim BM
Israel
$3.23M +$89.1K +780 +3%
MCM
1041
Marathon Capital Management
Maryland
$3.23M +$5.71K +50 +0.2%
FBT
1042
First Bank & Trust
South Dakota
$3.23M +$54.5K +477 +2%
MIC
1043
Means Investment Company
Maine
$3.22M -$5.14K -45 -0.2%
BPM
1044
Bowling Portfolio Management
Ohio
$3.21M +$8.34K +73 +0.2%
RFG
1045
Range Financial Group
Oregon
$3.21M +$57.9K +507 +2%
PA
1046
Procyon Advisors
Connecticut
$3.2M +$219K +1,920 +7%
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$3.19M -$55.6K -487 -2%
FFWA
1048
FRG Family Wealth Advisors
Washington
$3.18M -$181K -1,587 -5%
JGIA
1049
Jackson Grant Investment Advisers
Connecticut
$3.18M -$88.7K -776 -3%
WI
1050
WBI Investments
New Jersey
$3.17M -$3.42M -29,969 -50%

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.