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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
GIM
1201
Guardian Investment Management
California
$3.43M -$102K -700 -3%
PAMG
1202
Patton Albertson Miller Group
Tennessee
$3.43M -$79.9K -548 -2%
PL
1203
Perpetual Ltd
Australia
$3.42M +$232K +1,593 +8%
CBOR
1204
Community Bank of Raymore
Missouri
$3.42M +$249K +1,710 +8%
CS
1205
Crescent Sterling
Louisiana
$3.41M -$5.39K -37 -0.2%
TAIM
1206
Te Ahumairangi Investment Management
New Zealand
$3.41M +$109K +750 +4%
OCM
1207
Orleans Capital Management
Louisiana
$3.41M +$75.8K +520 +2%
SAMC
1208
Spectrum Asset Management (California)
California
$3.4M -$94.6K -649 -3%
TCA
1209
Transcend Capital Advisors
New Jersey
$3.39M -$37.3K -256 -1%
ANTB
1210
AMG National Trust Bank
Colorado
$3.39M -$60.9K -418 -2%
HAM
1211
Harmony Asset Management
Arizona
$3.36M +$3.16M +21,709 New
SPG
1212
Strategic Planning Group
Utah
$3.36M +$3.16M +21,708 New
HSA
1213
HBK Sorce Advisory
Pennsylvania
$3.36M -$82.7K -567 -3%
IAS
1214
Insigneo Advisory Services
Florida
$3.36M +$797K +5,470 +34%
CC
1215
Cypress Capital
Tennessee
$3.36M +$31.2K +214 +1%
QI
1216
Qtron Investments
Massachusetts
$3.34M +$94.8K +650 +3%
APWM
1217
Argonautica Private Wealth Management
Massachusetts
$3.33M +$26.4K +181 +0.8%
HI
1218
Harbour Investments
Wisconsin
$3.32M +$414K +2,842 +15%
PIA
1219
Petredis Investment Advisors
Pennsylvania
$3.32M -$98.3K -674 -3%
RSWM
1220
Robertson Stephens Wealth Management
California
$3.31M -$42K -288 -1%
NPP
1221
New Potomac Partners
Maryland
$3.31M +$23.3K +160 +0.8%
HP
1222
HealthInvest Partners
Sweden
$3.28M +$3.09M +21,196 New
CA
1223
Cornerstone Advisory
Maryland
$3.27M +$116K +795 +4%
VNIM
1224
Vaughan Nelson Investment Management
Texas
$3.27M -$433K -2,973 -12%
NS
1225
NBC Securities
Alabama
$3.26M -$42.7K -293 -1%

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.