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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
LAM
2726
Lakewood Asset Management
Illinois
$313K +$612 +4 +0.2%
WIC
2727
Whitegate Investment Counselors
New Hampshire
$312K
SDWMA
2728
Schneider Downs Wealth Management Advisors
Pennsylvania
$312K
CPA
2729
Capital Planning Advisors
California
$312K +$22K +144 +8%
IRC
2730
Investors Research Corp
Georgia
$312K
HP
2731
Hyperion Partners
Pennsylvania
$312K -$200K -1,307 -40%
IR
2732
IAT Reinsurance
New York
$310K
OWA
2733
Octavia Wealth Advisors
Ohio
$309K +$4.89K +32 +2%
CIS
2734
Continental Investors Services
Washington
$309K -$2.14K -14 -0.7%
HIP
2735
Harrell Investment Partners
Texas
$309K
LCC
2736
Lincoln Capital Corp
Rhode Island
$309K -$152K -996 -34%
TFA
2737
Triad Financial Advisors
North Carolina
$307K -$98.5K -644 -25%
IP
2738
Isthmus Partners
Wisconsin
$307K
ZCI
2739
Zevenbergen Capital Investments
Washington
$306K
LWM
2740
LJI Wealth Management
Indiana
$306K +$10.4K +68 +4%
DWM
2741
Darwin Wealth Management
Florida
$304K -$7.8K -51 -3%
GP
2742
Greenline Partners
New York
$304K
OPTFSNA
2743
Old Point Trust & Financial Services N A
Virginia
$303K
DSCM
2744
Del-Sette Capital Management
New York
$301K
MHWM
2745
Montz Harcus Wealth Management
Louisiana
$301K +$8.41K +55 +3%
KIG
2746
Kessler Investment Group
Indiana
$301K +$4.43K +29 +2%
CFP
2747
Curran Financial Partners
South Carolina
$301K +$1.22K +8 +0.4%
SAM
2748
Strategy Asset Managers
California
$300K -$5.96K -39 -2%
LWM
2749
Ledge Wealth Management
Minnesota
$299K -$6.42K -42 -2%
EWA
2750
Encompass Wealth Advisors
Oregon
$299K +$153 +1 +0.1%

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.