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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
PCP
1801
Pacific Capital Partners
$1.21M +$1.2M +8,149 New
SL
1802
Sentry LLC
Tennessee
$1.21M
HCP
1803
Hexagon Capital Partners
Arkansas
$1.21M +$144K +981 +14%
WQ
1804
Wealth Quarterback
New Jersey
$1.21M -$73.7K -502 -6%
FCM
1805
Fourpath Capital Management
Oklahoma
$1.21M -$31.6K -215 -3%
SMA
1806
Sage Mountain Advisors
Georgia
$1.21M -$15.9K -108 -1%
AIM
1807
Allen Investment Management
New York
$1.21M +$8.81K +60 +0.7%
HFAS
1808
Hummer Financial Advisory Services
Illinois
$1.2M
EFMC
1809
Empire Financial Management Company
New York
$1.2M -$989K -6,740 -46%
KC
1810
Knuff & Co
California
$1.2M -$22K -150 -2%
FIB
1811
First Interstate Bank
Montana
$1.19M -$6.31K -43 -0.5%
SWM
1812
Sendero Wealth Management
Texas
$1.19M +$147 +1 +0%
PCG
1813
Prosperity Consulting Group
Maryland
$1.19M +$878K +5,978 +297%
HI
1814
Hendershot Investments
Virginia
$1.19M -$81.9K -558 -7%
SIG
1815
Sargent Investment Group
Maryland
$1.18M -$74.6K -508 -6%
DM
1816
Delphi Management
Massachusetts
$1.18M +$2.35K +16 +0.2%
SWA
1817
SFMG Wealth Advisors
Texas
$1.18M +$36.3K +247 +3%
GFG
1818
Goldstone Financial Group
Illinois
$1.18M -$11.6K -79 -1%
LFA
1819
Legacy Financial Advisors
Kentucky
$1.18M +$232K +1,581 +25%
WAAG
1820
Wealth Alliance Advisory Group
Kansas
$1.18M -$593K -4,039 -34%
BP
1821
Broadleaf Partners
Ohio
$1.18M -$4.84K -33 -0.4%
RWMH
1822
Riverpoint Wealth Management Holdings
Illinois
$1.18M +$8.66K +59 +0.8%
MWM
1823
MBE Wealth Management
Wisconsin
$1.17M +$147 +1 +0%
PEA
1824
Park Edge Advisors
Ohio
$1.17M +$447K +3,045 +63%
NF
1825
Norwood Financial
Pennsylvania
$1.17M -$31.6K -215 -3%

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.