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AbbVie

2,655 hedge funds and large institutions have $127B invested in AbbVie in 2021 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,346 increasing their positions, 872 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,346 | Existing positions reduced: 872

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

0.36% less ownership

Funds ownership: 67.05%66.69% (-0.36%)

1% less funds holding

Funds holding: 2,6772,655 (-22)

1% less call options, than puts

Call options by funds: $2.19B | Put options by funds: $2.22B

5% less capital invested

Capital invested by funds: $133B → $127B (-$6.15B)

4% less funds holding in top 10

Funds holding in top 10: 139134 (-5)

Holders
2,655
Holders Change
-22
Holders Change %
-0.82%
% of All Funds
46.47%
Holding in Top 10
134
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.6%
% of All Funds
2.35%
New
117
Increased
1,346
Reduced
872
Closed
97
Calls
$2.19B
Puts
$2.22B
Net Calls
-$32.5M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
2451
Pinnacle Holdings
Oklahoma
$218K +$231K +2,022 New
DAC
2452
Dividend Assets Capital
South Carolina
$218K +$11.4K +100 +5%
MCA
2453
Magnolia Capital Advisors
Mississippi
$218K +$231K +2,022 New
FUBT
2454
First United Bank & Trust
Maryland
$217K -$49.7K -435 -18%
WRM
2455
Weybosset Research & Management
Rhode Island
$216K -$149K -1,300 -39%
HC
2456
Henshaw Capital
Massachusetts
$216K
LDFR
2457
Lehman & Derafelo Financial Resources
Pennsylvania
$215K -$74.3K -650 -25%
FPTW
2458
Franklin, Parlapiano, Turner & Welch
Texas
$215K
JCIA
2459
Jackson Creek Investment Advisors
Colorado
$214K -$8.91K -78 -4%
HWM
2460
Howard Wealth Management
Connecticut
$214K +$457 +4 +0.2%
HIP
2461
Harrell Investment Partners
Texas
$213K
VCM
2462
Versant Capital Management
Arizona
$213K +$26.3K +230 +13%
PMG
2463
Private Management Group
California
$213K +$226K +1,977 New
SHA
2464
Seneca House Advisors
Virginia
$212K
FMI
2465
F/M Investments
District of Columbia
$212K +$229 +2 +0.1%
CCM
2466
Copeland Capital Management
Pennsylvania
$211K -$2.86K -25 -1%
DFA
2467
Delta Financial Advisors
Louisiana
$211K
VFM
2468
Vivid Financial Management
California
$211K
SRC
2469
Shufro Rose & Co
New York
$210K -$7.54K -66 -3%
IR
2470
IAT Reinsurance
New York
$210K
LWM
2471
Lyell Wealth Management
California
$208K -$3.08K -27 -1%
IFAM
2472
Institutional & Family Asset Management
Colorado
$208K +$14.3K +125 +7%
IP
2473
Isthmus Partners
Wisconsin
$208K +$34.3K +300 +18%
CAWM
2474
Capital Advisors Wealth Management
Washington
$207K +$219K +1,915 New
AC
2475
Apogem Capital
New York
$206K +$218K +1,910 New

ABBV Hedge Fund Activity: Q3 2021 in Review

2,655 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2021, worth a combined $127B — down 4.6% from $133B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ABBV positions and 97 closed out — a net gain of 20 holders — while 1,346 added to existing stakes and 872 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.58B.

  • 2,655 institutional investors held AbbVie (ABBV) as of Q3 2021, down from 2,677 in Q2 2021.
  • Funds reported $127B of AbbVie stock for Q3 2021, down 4.6% quarter-over-quarter.
  • 117 funds opened new AbbVie positions in Q3 2021 and 97 closed out, a net change of +20 holders.
  • The largest AbbVie buyer in Q3 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest AbbVie seller in Q3 2021 was Fidelity Investments, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.