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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
OWA
1926
Opal Wealth Advisors
New York
$1.01M +$11.5K +78 +1%
W
1927
Wealthquest
Ohio
$1.01M -$58.6K -399 -6%
NCM
1928
Novare Capital Management
North Carolina
$1.01M -$8.81K -60 -0.9%
IUHSA
1929
Itau Unibanco Holding S.A.
Brazil
$1.01M -$136K -929 -12%
HPIA
1930
Hamilton Point Investment Advisors
North Carolina
$1M
SW
1931
Solidarity Wealth
Utah
$1M -$15.9K -108 -2%
MTIC
1932
Missouri Trust & Investment Company
Missouri
$1M
PIM
1933
Profit Investment Management
Maryland
$1,000K -$37.4K -255 -4%
LF
1934
Lantz Financial
Illinois
$999K +$1.91K +13 +0.2%
NB
1935
Northwest Bancshares
Pennsylvania
$999K +$55.2K +376 +6%
CF
1936
Concorde Financial
Texas
$999K -$5M -34,038 -84%
CIG
1937
Cascade Investment Group
Colorado
$996K -$2.2K -15 -0.2%
TNA
1938
True North Advisors
Texas
$996K -$23.6K -161 -2%
VNA
1939
Valley National Advisers
Pennsylvania
$995K -$42K -286 -4%
AWM
1940
Adams Wealth Management
Utah
$995K -$107K -728 -10%
PWMG
1941
Pinnacle Wealth Management Group
Michigan
$995K
MFG
1942
Magnus Financial Group
New York
$994K +$5.43K +37 +0.6%
DA
1943
Dillon & Associates
Michigan
$992K +$32.1K +219 +3%
TP
1944
Tranquility Partners
Tennessee
$992K -$29.4K -200 -3%
CHA
1945
Carmichael Hill & Associates
Maryland
$991K +$1.91K +13 +0.2%
WFI
1946
West Family Investments
California
$991K -$24.5K -167 -2%
ACM
1947
Ategra Capital Management
Virginia
$989K +$443K +3,018 +83%
BMCM
1948
Bryn Mawr Capital Management
Pennsylvania
$989K +$688K +4,684 +240%
ITFISA
1949
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$988K +$4.4K +30 +0.5%
FNC
1950
First National Corp
Massachusetts
$988K

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.