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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
WTFG
1601
Wells Trecaso Financial Group
Ohio
$1.65M -$58.6K -399 -3%
WP
1602
WMS Partners
Maryland
$1.64M -$152K -1,038 -9%
PPW
1603
Parcion Private Wealth
Washington
$1.64M +$42.1K +287 +3%
BFG
1604
Beacon Financial Group
Texas
$1.64M -$38.3K -261 -2%
KLWA
1605
Kelly Lawrence W & Associates
California
$1.63M -$14.7K -100 -0.9%
DMBA
1606
Deseret Mutual Benefit Administrators
Utah
$1.63M +$131K +895 +9%
LSA
1607
Lion Street Advisors
Texas
$1.63M +$558K +3,798 +53%
WPP
1608
Whalerock Point Partners
Rhode Island
$1.63M +$70.5K +480 +5%
VFG
1609
V2 Financial group
Illinois
$1.63M +$51.4K +350 +3%
BMC
1610
Beaton Management Company
Massachusetts
$1.63M +$6.02K +41 +0.4%
HGERS
1611
Householder Group Estate & Retirement Specialist
Arizona
$1.62M +$1.6M +10,890 New
CCMG
1612
Clark Capital Management Group
Pennsylvania
$1.62M +$28.9K +197 +2%
ACS
1613
Archford Capital Strategies
Illinois
$1.62M -$115K -780 -7%
TFCM
1614
Taylor Frigon Capital Management
Arizona
$1.62M +$22.2K +151 +1%
PCM
1615
Perkins Capital Management
Minnesota
$1.62M -$22K -150 -1%
AFS
1616
Access Financial Services
Minnesota
$1.61M -$3.23K -22 -0.2%
SIA
1617
Strategic Investment Advisors
Michigan
$1.61M +$6.31K +43 +0.4%
VPP
1618
Vertex Planning Partners
Illinois
$1.61M +$75.3K +513 +5%
CCA
1619
Cobblestone Capital Advisors
New York
$1.61M -$31K -211 -2%
CFG
1620
Cooper Financial Group
California
$1.61M -$47.9K -326 -3%
KC
1621
Kenfarb & Co
Kentucky
$1.6M
BFA
1622
Beaumont Financial Advisors
Massachusetts
$1.6M +$90.6K +617 +6%
IIC
1623
Ironwood Investment Counsel
Arizona
$1.59M +$634K +4,320 +68%
GDP
1624
Great Diamond Partners
Maine
$1.58M +$25.1K +171 +2%
MWM
1625
Massachusetts Wealth Management
Massachusetts
$1.58M -$18.4K -125 -1%

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.