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AbbVie

3,109 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, 1,279 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: 3,0773,109 (+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: 1,279

Holders
3,109
Holders Change
+32
Holders Change %
+1.04%
% of All Funds
49.33%
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
1,279
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
PM
2076
Penbrook Management
New York
$810K
DWM
2077
Drive Wealth Management
Utah
$807K +$179K +1,220 +29%
EW
2078
Element Wealth
Mississippi
$803K +$2.06K +14 +0.3%
SCI
2079
Stableford Capital II
Arizona
$800K -$95.1K -648 -11%
WMP
2080
Wealth Management Partners
Arizona
$800K -$27.5K -187 -3%
TF
2081
Trek Financial
Arizona
$795K -$54K -368 -6%
CFA
2082
CWS Financial Advisors
Michigan
$792K +$86.5K +589 +12%
6F
2083
626 Financial
Michigan
$791K
PPG
2084
Peak Planning Group
Colorado
$789K -$79.1K -539 -9%
STAS
2085
Strong Tower Advisory Services
Minnesota
$789K +$15.6K +106 +2%
BFPW
2086
BOK Financial Private Wealth
Colorado
$787K -$58.7K -400 -7%
CAL
2087
Capital Analysts LLC
Pennsylvania
$787K +$64.2K +437 +9%
FBC
2088
Fairfield, Bush & Co
Connecticut
$787K -$29.1K -198 -4%
AWAP
2089
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$785K
WMS
2090
Wealth Management Solutions
Pennsylvania
$783K +$1.47K +10 +0.2%
OFG
2091
Oxford Financial Group
Indiana
$782K -$43.7K -298 -5%
BWA
2092
Blodgett Wealth Advisors
California
$782K -$7.34K -50 -0.9%
FA
2093
Fiducient Advisors
Illinois
$782K +$770K +5,244 New
OCPWS
2094
One Charles Private Wealth Services
Massachusetts
$782K -$13.8K -94 -2%
AWM
2095
Atticus Wealth Management
Florida
$781K +$881 +6 +0.1%
PAA
2096
Peregrine Asset Advisers
Oregon
$779K +$767K +5,225 New
BEC
2097
Blue Edge Capital
Virginia
$779K
CFG
2098
Carr Financial Group
Massachusetts
$776K +$138K +937 +21%
FWTB
2099
First Western Trust Bank
Colorado
$775K -$186K -1,265 -20%
CFG
2100
CKW Financial Group
Hawaii
$773K

ABBV Hedge Fund Activity: Q3 2023 in Review

3,109 of the 6,302 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 1,279 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $883M. The largest seller was VOYA Investment Management, cutting an estimated $238M.

  • 3,109 institutional investors held AbbVie (ABBV) as of Q3 2023, up from 3,077 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.