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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
BA
2801
Bristlecone Advisors
Washington
$278K -$40.8K -267 -13%
FPWM
2802
FSB Premier Wealth Management
Iowa
$278K +$9.48K +62 +4%
NED
2803
Nancy E. Dempze
$278K -$11.2K -73 -4%
WAM
2804
Worth Asset Management
Texas
$277K -$12.7K -83 -5%
SFFS
2805
Stonehage Fleming Financial Services
Jersey
$277K
LRIA
2806
Leonard Rickey Investment Advisors
Washington
$276K +$1.38K +9 +0.5%
LGA
2807
Lebenthal Global Advisors
New York
$276K
UF
2808
Univest Financial
Pennsylvania
$275K -$5.2K -34 -2%
BMD
2809
Better Money Decisions
New Mexico
$275K -$1.22K -8 -0.5%
KWM
2810
KFG Wealth Management
Indiana
$274K
GCA
2811
Genesee Capital Advisors
New York
$273K +$262K +1,713 New
CA
2812
Corrado Advisors
New Jersey
$272K -$47.2K -309 -15%
WPIC
2813
White Pine Investment Company
Michigan
$272K
AWA
2814
AmeriServ Wealth Advisors
Pennsylvania
$271K -$11.5K -75 -4%
TCM
2815
True Capital Management
California
$271K +$260K +1,699 New
CM
2816
Capula Management
Cayman Islands
$271K +$260K +1,698 New
AWM
2817
Aprio Wealth Management
Georgia
$271K +$24.5K +160 +10%
BBA
2818
Braun-Bostich & Associates
Pennsylvania
$270K +$60.1K +393 +30%
MFA
2819
Morling Financial Advisors
California
$270K -$22.8K -149 -8%
WAM
2820
Watershed Asset Management
California
$270K -$6.42K -42 -2%
DLG
2821
Daniel L. Goodwin
$269K +$258K +1,690 New
C
2822
Covestor
United Kingdom
$269K +$23.7K +155 +10%
MG
2823
Marex Group
$268K -$1.5M -9,813 -85%
IFU
2824
iSAM Funds (UK)
United Kingdom
$268K +$257K +1,681 New
APG
2825
Abacus Planning Group
South Carolina
$268K +$28.7K +188 +13%

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.