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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
SFG
2751
Sunburst Financial Group
Alabama
$298K -$34.2K -224 -11%
BWA
2752
Bordeaux Wealth Advisors
California
$297K +$48.9K +320 +21%
KOCAA
2753
Knights of Columbus Asset Advisors
Connecticut
$297K -$12.1K -79 -4%
CWM
2754
Cordatus Wealth Management
Pennsylvania
$297K
MPAM
2755
Murphy Pohlad Asset Management
Minnesota
$296K -$26.8K -175 -9%
BCM
2756
Bridgeway Capital Management
Texas
$296K
EI
2757
Ellevest Inc
New York
$296K +$3.06K +20 +1%
LAS
2758
LWM Advisory Services
Florida
$295K +$18K +118 +7%
HCMG
2759
Howard Capital Management Group
California
$295K +$77.5K +507 +38%
WFA
2760
WMG Financial Advisors
Tennessee
$295K -$257K -1,680 -51%
KIA
2761
Kraematon Investment Advisors
Massachusetts
$294K +$459 +3 +0.2%
SIC
2762
Schwartz Investment Counsel
Michigan
$294K
SC
2763
Stephens Consulting
Michigan
$294K -$19.9K -130 -7%
LIG
2764
Lokken Investment Group
Delaware
$293K -$6.42K -42 -2%
MFS
2765
Madrona Financial Services
Washington
$293K +$22.5K +147 +9%
CIA
2766
Cladis Investment Advisory
Montana
$292K +$19.9K +130 +8%
SWA
2767
SOA Wealth Advisors
New York
$292K +$9.79K +64 +4%
4WM
2768
44 Wealth Management
Oregon
$291K -$12.7K -83 -4%
BWP
2769
Bernardo Wealth Planning
Pennsylvania
$291K +$8.71K +57 +3%
ETIA
2770
Epic Trust Investment Advisors
Washington
$290K +$44.3K +290 +19%
LFA
2771
Laraway Financial Advisors
Minnesota
$290K
MRWM
2772
ML&R Wealth Management
Texas
$288K +$276K +1,806 New
BFA
2773
Brown Financial Advisory
Alabama
$288K
FWP
2774
Firethorn Wealth Partners
Georgia
$287K -$69.4K -454 -20%
SWM
2775
Shakespeare Wealth Management
Wisconsin
$287K +$26.6K +174 +11%

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.