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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
JSL
1626
JT Stratford LLC
Georgia
$1.12M -$5.6K -49 -0.5%
SFG
1627
Summit Financial Group
West Virginia
$1.12M -$84.6K -740 -7%
MWC
1628
MBM Wealth Consultants
Missouri
$1.11M -$1.6K -14 -0.1%
LWM
1629
Liberty Wealth Management
California
$1.11M +$254K +2,219 +28%
RWB
1630
RMR Wealth Builders
New Jersey
$1.11M +$39.9K +349 +4%
BFA
1631
Beacon Financial Advisory
Ohio
$1.11M +$321K +2,809 +38%
MBTD
1632
Mechanics Bank - Trust Department
California
$1.1M +$6.29K +55 +0.5%
MCM
1633
Monument Capital Management
Virginia
$1.1M +$45.4K +397 +4%
FFC
1634
First Financial Corp
Indiana
$1.1M -$6.4K -56 -0.5%
LB
1635
Legacy Bridge
Iowa
$1.1M +$2.29K +20 +0.2%
MPPLM
1636
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$30.4K +266 +3%
MBI
1637
Montrusco Bolton Investments
Quebec, Canada
$1.1M +$566K +4,956 +95%
DDC
1638
DF Dent & Co
Maryland
$1.09M
TIA
1639
Trust Investment Advisors
Indiana
$1.09M -$29.6K -259 -2%
TC
1640
Trilogy Capital
California
$1.09M +$3.31K +29 +0.3%
MIM
1641
Moseley Investment Management
Florida
$1.09M +$70.2K +614 +7%
SAM
1642
Steinberg Asset Management
New York
$1.09M -$2.97K -26 -0.3%
LCM
1643
Leisure Capital Management
California
$1.09M +$28.5K +249 +3%
RCA
1644
Resonant Capital Advisors
Wisconsin
$1.09M +$96.2K +842 +9%
CCT
1645
Country Club Trust
Missouri
$1.09M +$348K +3,048 +44%
JIP
1646
Jaffetilchin Investment Partners
Florida
$1.08M -$16.1K -141 -1%
WOC
1647
West Oak Capital
California
$1.08M +$5.14K +45 +0.5%
I
1648
INVST
Indiana
$1.08M +$49.9K +437 +5%
KFBMI
1649
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.08M
MCM
1650
Mengis Capital Management
Oregon
$1.08M

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.