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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
CAGAS
1776
Capital Advisory Group Advisory Services
Minnesota
$853K +$74.6K +653 +9%
SKK
1777
Shepherd Kaplan Krochuk
Massachusetts
$850K -$41.8K -366 -4%
SWM
1778
Sugarloaf Wealth Management
Georgia
$850K +$72.4K +634 +9%
FAM
1779
Fenimore Asset Management
New York
$849K
OCM
1780
Orser Capital Management
Texas
$847K
PCM
1781
Perritt Capital Management
Illinois
$847K +$52.6K +460 +6%
BCA
1782
Berman Capital Advisors
Georgia
$847K +$115K +1,004 +15%
CL
1783
CSS LLC
Illinois
$845K +$286K +2,500 +47%
BW
1784
Bison Wealth
Georgia
$844K -$20.8K -182 -2%
CS
1785
Cannell & Spears
New York
$841K
NAS
1786
Nicolet Advisory Services
Wisconsin
$840K +$175K +1,528 +24%
PBF
1787
Petix & Botte Financial
California
$836K +$443K +3,874 +100%
HDIM
1788
Hanson & Doremus Investment Management
Vermont
$835K -$16.6K -145 -2%
LA
1789
LexAurum Advisors
Kansas
$834K +$15.8K +138 +2%
WCA
1790
Westover Capital Advisors
Delaware
$834K +$30.5K +267 +4%
SP
1791
Successful Portfolios
Florida
$830K +$117K +1,021 +15%
LF
1792
LifeSteps Financial
California
$829K +$15.1K +132 +2%
CGA
1793
Crescent Grove Advisors
Illinois
$828K +$440K +3,854 +101%
LBD
1794
Landsberg Bennett & Dubbaneh
Florida
$826K +$7.66K +67 +0.9%
PFGIA
1795
Patriot Financial Group Insurance Agency
Massachusetts
$826K +$27.5K +241 +3%
EAM
1796
Evanson Asset Management
California
$825K +$5.49K +48 +0.7%
GWCM
1797
Godshalk Welsh Capital Management
Pennsylvania
$823K
IF
1798
IRON Financial
Illinois
$822K +$131K +1,146 +18%
KPW
1799
Kore Private Wealth
New York
$821K -$23.2K -203 -3%
PP
1800
Professional Planning
California
$820K +$53.9K +472 +7%

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.