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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
LWA
2626
Lineweaver Wealth Advisors
Ohio
$373K +$16.2K +106 +5%
WH
2627
Whitcomb & Hess
Ohio
$371K +$59.5K +389 +20%
EWM
2628
Elmwood Wealth Management
California
$370K +$20.9K +137 +6%
SWMP
2629
Signature Wealth Management Partners
New Jersey
$370K -$627K -4,100 -64%
SIS
2630
Strategic Investment Solutions
Illinois
$369K +$2.6K +17 +0.7%
BFA
2631
Buttonwood Financial Advisors
Maryland
$369K
AIM
2632
Acropolis Investment Management
Missouri
$367K -$1.53K -10 -0.4%
BHIC
2633
Bassett Hargrove Investment Counsel
Delaware
$367K
WCA
2634
Waypoint Capital Advisors
Minnesota
$367K -$153 -1 -0%
SCA
2635
Stonebridge Capital Advisors
Minnesota
$366K -$9.1M -59,526 -96%
DU
2636
Delphia (USA)
Ontario, Canada
$364K +$44.6K +292 +15%
EWA
2637
Evolution Wealth Advisors
Florida
$364K +$35.8K +234 +11%
WCM
2638
Windsor Capital Management
Arizona
$364K +$1.22K +8 +0.4%
BBW
2639
Blue Barn Wealth
Utah
$364K +$22.8K +149 +7%
PFG
2640
Pinnacle Financial Group
Illinois
$363K +$8.41K +55 +2%
XSC
2641
X-Square Capital
Puerto Rico
$362K +$1.22K +8 +0.4%
DFA
2642
Delta Financial Advisors
Louisiana
$362K
AFG
2643
ABLE Financial Group
Arizona
$361K +$347K +2,267 New
NPF
2644
Norris Perne & French
Michigan
$361K +$27.7K +181 +9%
LRWA
2645
Long Run Wealth Advisors
New York
$360K
NWM
2646
Northwest Wealth Management
Iowa
$360K -$764 -5 -0.2%
EWM
2647
Executive Wealth Management
Michigan
$359K -$5.81K -38 -2%
PSC
2648
Portman Square Capital
United Kingdom
$359K +$345K +2,255 New
SI
2649
Saxon Interests
Texas
$359K +$9.02K +59 +3%
PFWA
2650
Paces Ferry Wealth Advisors
Georgia
$358K +$8.41K +55 +3%

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.