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AbbVie

3,139 hedge funds and large institutions have $197B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,251 increasing their positions, 1,359 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.04B

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

0.07% less ownership

Funds ownership: 69.85%69.77% (-0.07%)

1% less funds holding

Funds holding: 3,1683,139 (-29)

8% less repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,359

13% less funds holding in top 10

Funds holding in top 10: 348303 (-45)

23% less capital invested

Capital invested by funds: $255B → $197B (-$58.3B)

Holders
3,139
Holders Change
-29
Holders Change %
-0.92%
% of All Funds
50.02%
Holding in Top 10
303
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-12.93%
% of All Funds
4.83%
New
158
Increased
1,251
Reduced
1,359
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
C
2601
CEDRUS
Colorado
$387K +$372K +2,430 New
HFP
2602
Holistic Financial Partners
Indiana
$387K +$34.1K +223 +10%
HCM
2603
Hilton Capital Management
New York
$387K
TAIM
2604
TD Ameritrade Investment Management
Nebraska
$386K -$92.8K -607 -20%
CAC
2605
Core Alternative Capital
Georgia
$386K +$13.8K +90 +4%
PPW
2606
Pasadena Private Wealth
California
$386K -$23.7K -155 -6%
WRPWM
2607
Werba Rubin Papier Wealth Management
California
$385K +$612 +4 +0.2%
LWM
2608
Lyell Wealth Management
California
$385K +$9.17K +60 +3%
ARG
2609
Advisory Resource Group
Oklahoma
$385K +$7.49K +49 +2%
PWA
2610
Phoenix Wealth Advisors
North Carolina
$385K
DCM
2611
DGS Capital Management
New Jersey
$384K -$23.2K -152 -6%
SC
2612
SRB Corp
Massachusetts
$382K -$97.8K -640 -21%
BC
2613
Barrett & Company
Rhode Island
$382K +$153 +1 +0%
SICM
2614
Sustainable Insight Capital Management
New York
$381K +$65.4K +428 +22%
SFP
2615
Sterling Financial Planning
New Jersey
$381K -$153 -1 -0%
SWM
2616
Shelton Wealth Management
Texas
$381K +$97.2K +636 +36%
AA
2617
Auxano Advisors
Washington
$380K
WP
2618
WealthSpring Partners
California
$379K -$612K -4,000 -63%
SN
2619
Sittner & Nelson
Oregon
$378K
CPA
2620
Cowen Prime Advisors
New York
$378K +$7.64K +50 +2%
OWA
2621
One Wealth Advisors
California
$378K -$39.6K -259 -10%
BMCM
2622
Bryn Mawr Capital Management
Pennsylvania
$377K -$279K -1,822 -44%
EAM
2623
Empirical Asset Management
Massachusetts
$376K -$51.5K -337 -13%
MWM
2624
Marion Wealth Management
Pennsylvania
$376K +$360K +2,357 New
SPP
2625
Single Point Partners
Massachusetts
$373K +$26.9K +176 +8%

ABBV Hedge Fund Activity: Q1 2023 in Review

3,139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2023, worth a combined $197B — down 23% from $255B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ABBV positions and 117 closed out — a net gain of 41 holders — while 1,251 added to existing stakes and 1,359 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91B. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 3,139 institutional investors held AbbVie (ABBV) as of Q1 2023, down from 3,168 in Q4 2022.
  • Funds reported $197B of AbbVie stock for Q1 2023, down 23% quarter-over-quarter.
  • 158 funds opened new AbbVie positions in Q1 2023 and 117 closed out, a net change of +41 holders.
  • The largest AbbVie buyer in Q1 2023 was Charles Schwab, an estimated $1.91B added.
  • The largest AbbVie seller in Q1 2023 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q1 2023.