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AbbVie

3,323 hedge funds and large institutions have $198B invested in AbbVie in 2023 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 1,172 increasing their positions, 1,424 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 366 | Existing positions closed: 98

85% more call options, than puts

Call options by funds: $4.51B | Put options by funds: $2.44B

8% more capital invested

Capital invested by funds: $183B → $198B (+$14.4B)

7% more funds holding

Funds holding: 3,1093,323 (+214)

2.66% more ownership

Funds ownership: 69.64%72.3% (+2.7%)

10% less funds holding in top 10

Funds holding in top 10: 224202 (-22)

18% less repeat investments, than reductions

Existing positions increased: 1,172 | Existing positions reduced: 1,424

Holders
3,323
Holders Change
+214
Holders Change %
+6.88%
% of All Funds
48.43%
Holding in Top 10
202
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-9.82%
% of All Funds
2.94%
New
366
Increased
1,172
Reduced
1,424
Closed
98
Calls
$4.51B
Puts
$2.44B
Net Calls
+$2.07B
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1176
ExodusPoint Capital Management
New York
$3.58M -$30.2M -207,105 -90%
VCA
1177
Verdence Capital Advisors
Maryland
$3.58M +$153K +1,051 +5%
CWA
1178
Capital Wealth Alliance
Arizona
$3.58M -$5.25K -36 -0.2%
EF
1179
Exeter Financial
Arizona
$3.57M +$39.5K +271 +1%
CIP
1180
Convergence Investment Partners
Florida
$3.57M -$95.3K -654 -3%
AIM
1181
AHL Investment Management
Florida
$3.56M -$1.17K -8 -0%
FCMC
1182
Founders Capital Management (Connecticut)
Connecticut
$3.55M
MYIA
1183
Mount Yale Investment Advisors
Colorado
$3.55M -$44.2K -303 -1%
BHB
1184
Bank Hapoalim BM
Israel
$3.54M -$121K -830 -4%
VBCG
1185
Valley Brook Capital Group
Pennsylvania
$3.54M +$18.7K +128 +0.6%
CC
1186
Cipher Capital
New York
$3.54M +$1.83M +12,561 +122%
MA
1187
Modus Advisors
Minnesota
$3.52M +$72K +494 +2%
LJAC
1188
L.J. Altfest & Co
New York
$3.52M -$97.2K -667 -3%
WTB
1189
Washington Trust Bank
Washington
$3.49M -$11.4K -78 -0.3%
CCA
1190
Checchi Capital Advisers
California
$3.49M -$102K -703 -3%
PAM
1191
Paradigm Asset Management
New York
$3.49M -$87.5K -600 -3%
MP
1192
McDonald Partners
Ohio
$3.48M +$14K +96 +0.4%
CAG
1193
Csenge Advisory Group
Florida
$3.48M -$138K -948 -4%
FWP
1194
FAS Wealth Partners
Kansas
$3.48M +$91.1K +625 +3%
AMIM
1195
Aull & Monroe Investment Management
Alabama
$3.47M -$53.9K -370 -2%
GIA
1196
Gladstone Institutional Advisory
Florida
$3.47M +$193K +1,325 +6%
JIM
1197
Jensen Investment Management
Oregon
$3.45M
CRA
1198
Clear Rock Advisors
Texas
$3.44M +$2.88M +19,780 New
SA
1199
Shilanski & Associates
Alaska
$3.44M +$15K +103 +0.5%
CTI
1200
Community Trust & Investment
Kentucky
$3.43M -$72.8K -499 -2%

ABBV Hedge Fund Activity: Q4 2023 in Review

3,323 of the 6,861 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2023, worth a combined $198B — up 7.9% from $183B a quarter earlier.

Buyers outnumbered sellers: 366 funds opened new ABBV positions and 98 closed out — a net gain of 268 holders — while 1,172 added to existing stakes and 1,424 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 3,323 institutional investors held AbbVie (ABBV) as of Q4 2023, up from 3,109 in Q3 2023.
  • Funds reported $198B of AbbVie stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 366 funds opened new AbbVie positions in Q4 2023 and 98 closed out, a net change of +268 holders.
  • The largest AbbVie buyer in Q4 2023 was Morgan Stanley, an estimated $5.24B added.
  • The largest AbbVie seller in Q4 2023 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2023.