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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
LOPW
1251
Live Oak Private Wealth
North Carolina
$2.22M +$323K +2,829 +16%
FHC
1252
First Heartland Consultants
Missouri
$2.22M +$47.3K +414 +2%
DAM
1253
Diamant Asset Management
Connecticut
$2.21M +$2.34M +20,510 New
MA
1254
Modus Advisors
Minnesota
$2.21M +$91.3K +799 +4%
CIP
1255
Convergence Investment Partners
Florida
$2.2M -$951K -8,320 -29%
ACI
1256
Alpha Cubed Investments
California
$2.2M +$182K +1,595 +8%
OIA
1257
Optimum Investment Advisors
Illinois
$2.2M -$787K -6,889 -25%
PWM
1258
Perigon Wealth Management
California
$2.2M +$10.2K +89 +0.4%
TC
1259
Telemus Capital
Michigan
$2.19M -$857K -7,503 -27%
NL
1260
NVWM LLC
Pennsylvania
$2.19M +$55.4K +485 +2%
JSC
1261
Jackson Square Capital
California
$2.19M +$424K +3,713 +22%
SWK
1262
Stephen W. Kidder
$2.19M -$5.14K -45 -0.2%
PFO
1263
Pathstone Family Office
New Jersey
$2.18M +$84.1K +736 +4%
DBIA
1264
Dumont & Blake Investment Advisors
New Jersey
$2.18M +$2.4K +21 +0.1%
DT
1265
Diversified Trust
Tennessee
$2.18M +$11.3K +99 +0.5%
OBGC
1266
O'Brien Greene & Co
Pennsylvania
$2.17M +$8.57K +75 +0.4%
AWA
1267
Arkadios Wealth Advisors
Georgia
$2.17M +$166K +1,455 +8%
WANY
1268
Wealthspire Advisors (New York)
New York
$2.16M +$1.23M +10,739 +115%
JWM
1269
JGP Wealth Management
Oregon
$2.16M +$38.5K +337 +2%
BOC
1270
Barbara Oil Co
Illinois
$2.16M
AT
1271
Arden Trust
Delaware
$2.16M -$96.1K -841 -4%
JF
1272
Jump Financial
Illinois
$2.15M +$1.96M +17,119 +611%
BST
1273
Bath Savings Trust
Maine
$2.15M +$127K +1,110 +6%
KFS
1274
Kurt F. Somerville
$2.14M -$22.9K -200 -1%
WIC
1275
WealthBridge Investment Counsel
Alberta, Canada
$2.13M +$383K +3,350 +20%

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.