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AbbVie
ABBV

Overview Fund Activity

3,122 hedge funds and large institutions have $196B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,243 increasing their positions, 1,354 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,122
Holders Change
-31
Holders Change %
-0.98%
% of All Funds
49.97%
Holding in Top 10
301
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-13.01%
% of All Funds
4.82%
New
156
Increased
1,243
Reduced
1,354
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.99B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$688M
3
Amundi
Amundi
France
+$401M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
5
Citadel Advisors
Citadel Advisors
Florida
+$285M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.71B
2
Capital International Investors
Capital International Investors
California
-$693M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$480M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$454M
5
Franklin Resources
Franklin Resources
California
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
2751
Cladis Investment Advisory
Montana
$292K +$20.7K +130 +8%
SWA
2752
SOA Wealth Advisors
New York
$292K +$10.2K +64 +4%
4WM
2753
44 Wealth Management
Oregon
$291K -$13.2K -83 -4%
BWP
2754
Bernardo Wealth Planning
Pennsylvania
$291K +$9.09K +57 +3%
ETIA
2755
Epic Trust Investment Advisors
Washington
$290K +$46.2K +290 +19%
LFA
2756
Laraway Financial Advisors
Minnesota
$290K – – –
MRWM
2757
ML&R Wealth Management
Texas
$288K +$288K +1,806 New
BFA
2758
Brown Financial Advisory
Alabama
$288K – – –
FWP
2759
Firethorn Wealth Partners
Georgia
$287K -$69.8K -454 -20%
SWM
2760
Shakespeare Wealth Management
Wisconsin
$287K +$27.7K +174 +11%
TC
2761
Tsai Capital
New York
$287K -$47.8K -300 -14%
JSA
2762
Jacobson & Schmitt Advisors
Wisconsin
$287K – – –
GITFIT
2763
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$287K +$287K +1,800 New
FPGT
2764
Financial Partners Group (Tennessee)
Tennessee
$287K -$14K -88 -5%
RIA
2765
Richwood Investment Advisors
Ohio
$287K -$41.4K -260 -13%
HFA
2766
High Falls Advisors
New York
$287K – – –
BHWM
2767
Beaird Harris Wealth Management
Texas
$286K -$10.2K -64 -3%
AGC
2768
Aspen Grove Capital
Colorado
$285K +$285K +1,790 New
TI
2769
Truepoint Inc
Ohio
$285K +$64.9K +407 +29%
MFC
2770
Morris Financial Concepts
South Carolina
$284K -$159 -1 -0.1%
KGC
2771
Kennon-Green & Company
Ohio
$284K -$12K -75 -4%
ACM
2772
Advance Capital Management
Michigan
$283K +$159 +1 +0.1%
EDRIA
2773
Edmonds Duncan Registered Investment Advisors
Kansas
$283K +$319 +2 +0.1%
FGA
2774
Fortis Group Advisors
New Jersey
$281K +$281K +1,861 New
JHP
2775
James Hambro & Partners
United Kingdom
$281K +$637 +4 +0.2%
109 110
111
112 113