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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
LF
1301
Lee Financial
Texas
$2.02M +$35.1K +307 +2%
KM
1302
Kalos Management
Georgia
$2.01M +$1.67M +14,622 +527%
JAG
1303
Journey Advisory Group
Kentucky
$2.01M +$196K +1,713 +10%
ECM
1304
Estabrook Capital Management
New York
$2.01M -$198K -1,729 -9%
CPIG
1305
Chicago Partners Investment Group
Illinois
$2M +$259K +2,267 +15%
DPIM
1306
Duff & Phelps Investment Management
Illinois
$2M -$47.8K -418 -2%
MWM
1307
Mission Wealth Management
California
$2M -$56.7K -496 -3%
EM
1308
ELCO Management
New York
$2M
CCA
1309
Checchi Capital Advisers
California
$1.99M -$51K -446 -2%
KFA
1310
Kelleher Financial Advisors
New York
$1.98M +$567K +4,965 +37%
WWM
1311
Windsor Wealth Management
Indiana
$1.98M +$48K +420 +2%
SG
1312
StoneX Group
New York
$1.98M -$5.94K -52 -0.3%
AFA
1313
Abacus FCF Advisors
Florida
$1.97M
BCM
1314
BTR Capital Management
California
$1.97M -$10.3K -90 -0.5%
JWCA
1315
J.W. Coons Advisors
Ohio
$1.97M +$16.7K +146 +0.8%
CCFCSB
1316
Cape Cod Five Cents Savings Bank
Massachusetts
$1.97M -$67.1K -587 -3%
DE
1317
Day & Ennis
Georgia
$1.96M +$50.5K +442 +2%
MGIA
1318
Matthew Goff Investment Advisor
Texas
$1.96M -$1.71K -15 -0.1%
WAM
1319
Werlinich Asset Management
Connecticut
$1.95M +$11.4K +100 +0.6%
LDB
1320
Lee, Danner & Bass
Tennessee
$1.95M +$206K +1,805 +11%
CM
1321
Caption Management
Oklahoma
$1.94M +$2.06M +18,000 New
SC
1322
Stolper & Co
Oklahoma
$1.94M +$22.5K +197 +1%
AWC
1323
Abundance Wealth Counselors
Pennsylvania
$1.93M +$51.2K +448 +3%
AIA
1324
AIMZ Investment Advisors
California
$1.92M +$457 +4 +0%
HFBOT
1325
Home Federal Bank of Tennessee
Tennessee
$1.92M +$6.29K +55 +0.3%

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.