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AbbVie

3,110 hedge funds and large institutions have $183B invested in AbbVie in 2023 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,277 increasing their positions, 1,280 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.77B | Put options by funds: $2.19B

65% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 106

30% more funds holding in top 10

Funds holding in top 10: 172224 (+52)

11% more capital invested

Capital invested by funds: $165B → $183B (+$18.4B)

1% more funds holding

Funds holding: 3,0783,110 (+32)

0.19% more ownership

Funds ownership: 69.45%69.64% (+0.19%)

0% less repeat investments, than reductions

Existing positions increased: 1,277 | Existing positions reduced: 1,280

Holders
3,110
Holders Change
+32
Holders Change %
+1.04%
% of All Funds
49.34%
Holding in Top 10
224
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+30.23%
% of All Funds
3.55%
New
175
Increased
1,277
Reduced
1,280
Closed
106
Calls
$3.77B
Puts
$2.19B
Net Calls
+$1.58B
Net Calls Change
+$712M
Name Holding Trade Value Shares
Change
Change in
Stake
OFA
1451
Oak Family Advisors
Illinois
$2.1M -$38.5K -262 -2%
BTWM
1452
Baker Tilly Wealth Management
Wisconsin
$2.1M -$429K -2,923 -17%
EM
1453
Excalibur Management
Massachusetts
$2.09M +$28.2K +192 +1%
KFA
1454
Kapstone Financial Advisors
Ohio
$2.08M +$11.9K +81 +0.6%
EHWM
1455
Eads & Heald Wealth Management
Georgia
$2.08M -$57.3K -390 -3%
PI
1456
PFG Investments
New York
$2.08M -$73.7K -502 -3%
AG
1457
Ascent Group
Virginia
$2.08M -$1.14M -7,787 -34%
SNBOSCI
1458
Security National Bank of Sioux City Iowa
Iowa
$2.08M -$38.9K -265 -2%
NFG
1459
Nadler Financial Group
Illinois
$2.08M -$12.8K -87 -0.6%
PWC
1460
PYA Waltman Capital
Tennessee
$2.07M +$456K +3,106 +29%
CFFP
1461
Center for Financial Planning
Michigan
$2.07M +$3.52K +24 +0.2%
SB
1462
Sunflower Bank
Texas
$2.06M -$5.23M -35,602 -72%
AWE
1463
Avidian Wealth Enterprises
Texas
$2.06M -$187K -1,275 -8%
OFG
1464
OmniStar Financial Group
North Carolina
$2.05M
CWP
1465
Concord Wealth Partners
Virginia
$2.05M +$469K +3,198 +30%
MTWM
1466
Masso Torrence Wealth Management
New Jersey
$2.05M +$11.2K +76 +0.6%
FBFS
1467
First Business Financial Services
Wisconsin
$2.04M +$13.1K +89 +0.7%
RCM
1468
RB Capital Management
Nevada
$2.04M +$62.4K +425 +3%
GWA
1469
GGM Wealth Advisors
Maryland
$2.04M -$255K -1,736 -11%
NL
1470
NVWM LLC
Pennsylvania
$2.04M +$2.2K +15 +0.1%
WAM
1471
Wolverine Asset Management
Illinois
$2.02M -$6.48M -44,172 -76%
LMKC
1472
L.M. Kohn & Company
Ohio
$2.02M -$64.9K -442 -3%
FDS
1473
Freedom Day Solutions
Texas
$2.02M -$90.4K -616 -4%
LGG
1474
Luts & Greenleigh Group
Maryland
$2.02M -$7.78K -53 -0.4%
FCP
1475
Fidelis Capital Partners
Florida
$2.02M +$321K +2,187 +19%

ABBV Hedge Fund Activity: Q3 2023 in Review

3,110 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2023, worth a combined $183B — up 11% from $165B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new ABBV positions and 106 closed out — a net gain of 69 holders — while 1,277 added to existing stakes and 1,280 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $883M. The largest seller was VOYA Investment Management, cutting an estimated $238M.

  • 3,110 institutional investors held AbbVie (ABBV) as of Q3 2023, up from 3,078 in Q2 2023.
  • Funds reported $183B of AbbVie stock for Q3 2023, up 11% quarter-over-quarter.
  • 175 funds opened new AbbVie positions in Q3 2023 and 106 closed out, a net change of +69 holders.
  • The largest AbbVie buyer in Q3 2023 was Massachusetts Financial Services, an estimated $883M added.
  • The largest AbbVie seller in Q3 2023 was VOYA Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q3 2023.