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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
BCP
1851
Berkeley Capital Partners
Georgia
$1.13M +$8.37K +57 +0.8%
RDWM
1852
Red Door Wealth Management
Tennessee
$1.12M -$42.4K -289 -4%
TGAM
1853
TBH Global Asset Management
Tennessee
$1.12M +$1.32K +9 +0.1%
CCB
1854
Cutter & Co Brokerage
Missouri
$1.12M -$18.6K -127 -2%
BCM
1855
Boltwood Capital Management
California
$1.12M -$17.6K -120 -2%
FAM
1856
Fenimore Asset Management
New York
$1.12M
COCM
1857
Charter Oak Capital Management
New Hampshire
$1.12M -$1.32K -9 -0.1%
SFG
1858
SNS Financial Group
Minnesota
$1.12M +$11K +75 +1%
BFA
1859
Beacon Financial Advisory
Ohio
$1.12M +$36.7K +250 +3%
WC
1860
Whitney & Co
New York
$1.12M
CWA
1861
Consilium Wealth Advisory
Texas
$1.11M +$419K +2,854 +62%
AT
1862
Arden Trust
Delaware
$1.11M -$163K -1,110 -13%
AC
1863
Avestar Capital
New York
$1.11M +$281K +1,916 +35%
WA
1864
WBH Advisory
Maryland
$1.11M -$6.46K -44 -0.6%
FDS
1865
First Dallas Securities
Texas
$1.11M -$2.2M -14,975 -67%
Kovitz Investment Group Partners
1866
Kovitz Investment Group Partners
Illinois
$1.11M -$1.61K -11 -0.1%
SL
1867
Salomon & Ludwin
Virginia
$1.11M +$8.66K +59 +0.8%
AC
1868
Apella Capital
Connecticut
$1.1M +$46.2K +315 +4%
MCM
1869
Monument Capital Management
Virginia
$1.1M -$735K -5,006 -40%
LF
1870
LifeSteps Financial
California
$1.1M +$881 +6 +0.1%
FPB
1871
First PREMIER Bank
South Dakota
$1.1M -$85.1K -580 -7%
SG
1872
Somerset Group
Minnesota
$1.1M -$113K -771 -9%
CAGAS
1873
Capital Advisory Group Advisory Services
Minnesota
$1.1M +$1.09M +7,402 New
MFG
1874
Midwest Financial Group
Kansas
$1.1M +$3.38K +23 +0.3%
WPA
1875
Winning Points Advisors
Florida
$1.1M

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.