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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
AWM
2376
Aprio Wealth Management
Georgia
$516K +$508K +3,460 New
NIM
2377
Nexus Investment Management
Ontario, Canada
$515K
MWM
2378
Marion Wealth Management
Pennsylvania
$515K +$159K +1,085 +46%
CPSAC
2379
Chas P. Smith & Associates (CPS)
Florida
$514K -$269K -1,833 -35%
ACA
2380
Affinity Capital Advisors
California
$514K +$25.4K +173 +5%
AF
2381
Advisornet Financial
Minnesota
$513K -$824K -5,610 -62%
LCWP
2382
Legacy Capital Wealth Partners
Arkansas
$513K +$505K +3,443 New
LT
2383
Legacy Trust
Michigan
$513K +$2.35K +16 +0.5%
SDWIA
2384
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$512K
BFAG
2385
Blackston Financial Advisory Group
Florida
$511K +$32.1K +219 +7%
CPP
2386
Capasso Planning Partners
South Carolina
$511K -$5.72K -39 -1%
CCS
2387
Concentric Capital Strategies
Connecticut
$510K +$503K +3,423 New
MCA
2388
Magnolia Capital Advisors
Mississippi
$510K +$7.05K +48 +1%
AP
2389
Adero Partners
California
$509K +$78.4K +534 +19%
HWM
2390
Horizon Wealth Management
Illinois
$509K +$2.35K +16 +0.5%
GB
2391
Goepper Burkhardt
South Carolina
$508K +$294 +2 +0.1%
BTIM
2392
BancFirst Trust & Investment Management
Oklahoma
$507K -$9.98K -68 -2%
MPW
2393
MA Private Wealth
California
$507K -$147 -1 -0%
WP
2394
Wealthspan Partners
Iowa
$507K +$147 +1 +0%
TAM
2395
Trillium Asset Management
Massachusetts
$506K -$228K -1,552 -31%
MIM
2396
Miller Investment Management
Pennsylvania
$505K
TFA
2397
Trinity Financial Advisors
Ohio
$505K -$111K -754 -18%
CFO
2398
CVA Family Office
Colorado
$504K +$68.3K +465 +16%
EGA
2399
E&G Advisors
Texas
$500K -$7.34K -50 -1%
GCL
2400
Gouws Capital LLC
North Carolina
$500K

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.