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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
BWP
1901
Balboa Wealth Partners
Arizona
$1.06M +$43.9K +299 +4%
CS
1902
Cannell & Spears
New York
$1.06M +$2.5K +17 +0.2%
ACA
1903
Atlas Capital Advisors
Wyoming
$1.06M -$7.63K -52 -0.7%
SLT
1904
St Louis Trust
Missouri
$1.06M
LIM
1905
Longfellow Investment Management
Massachusetts
$1.06M -$360K -2,454 -26%
TL
1906
Tradewinds LLC
North Carolina
$1.06M -$15.4K -105 -1%
FFG
1907
Fortem Financial Group
California
$1.05M -$257K -1,748 -20%
LWM
1908
Liberty Wealth Management
California
$1.05M +$3.67K +25 +0.4%
OCM
1909
One Capital Management
California
$1.05M -$29.7K -202 -3%
GWAM
1910
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.04M +$587 +4 +0.1%
BW
1911
Basepoint Wealth
Iowa
$1.04M -$1.61K -11 -0.2%
FCA
1912
FLC Capital Advisors
California
$1.04M -$11.7K -80 -1%
BFA
1913
Brendel Financial Advisors
New Hampshire
$1.04M -$2.2K -15 -0.2%
ECM
1914
Elgethun Capital Management
South Dakota
$1.04M +$3.96K +27 +0.4%
CFC
1915
Coyle Financial Counsel
Illinois
$1.03M -$11.3K -77 -1%
FFG
1916
Frisch Financial Group
New York
$1.03M -$20.6K -140 -2%
UFG
1917
United Fire Group
Iowa
$1.03M -$2.94M -20,000 -74%
DWM
1918
Dorchester Wealth Management
Quebec, Canada
$1.03M -$55.1K -375 -5%
IIC
1919
Integrated Investment Consultants
Michigan
$1.03M -$53.9K -367 -5%
WW
1920
Waterfront Wealth
Kansas
$1.03M +$28K +191 +3%
VA
1921
Valmark Advisers
Ohio
$1.02M +$64.2K +437 +7%
BFW
1922
Brady Family Wealth
Missouri
$1.02M -$20.6K -140 -2%
SWA
1923
Sax Wealth Advisors
New Jersey
$1.02M +$294 +2 +0%
WAM
1924
WFA Asset Management
Wisconsin
$1.02M +$11.7K +80 +1%
SQA
1925
Simon Quick Advisors
New Jersey
$1.01M +$152K +1,032 +18%

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.