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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
SIC
2876
SJS Investment Consulting
Ohio
$248K -$3.36K -22 -1%
WWG
2877
West Wealth Group
California
$248K -$69.1K -452 -22%
BBNB
2878
Baker Boyer National Bank
Washington
$247K
AFG
2879
Arkansas Financial Group
Arkansas
$246K
GA
2880
Greenspring Advisors
Maryland
$246K -$6.88K -45 -3%
MAG
2881
Mayfair Advisory Group
Alabama
$246K +$5.66K +37 +2%
NFP
2882
Narus Financial Partners
Utah
$246K
SC
2883
Sonen Capital
California
$245K +$10.7K +70 +5%
GPA
2884
Garrison Point Advisors
California
$245K +$235K +1,535 New
RIA
2885
Retirement Investment Advisors
Oklahoma
$244K +$235K +1,534 New
JWA
2886
JFS Wealth Advisors
Pennsylvania
$244K -$51.5K -337 -18%
ORI
2887
Oak Ridge Investments
Illinois
$244K -$35.3K -231 -13%
HWM
2888
HFR Wealth Management
New York
$244K -$2.14K -14 -0.9%
JF
2889
Joule Financial
Kentucky
$244K +$234K +1,531 New
AWM
2890
Altus Wealth Management
Kentucky
$244K +$5.04K +33 +2%
RWA
2891
Rooted Wealth Advisors
Illinois
$241K +$33.8K +221 +17%
HWA
2892
Heartwood Wealth Advisors
Virginia
$240K +$230K +1,507 New
VBFG
2893
Vishria Bird Financial Group
Tennessee
$240K
SIAG
2894
Safeguard Investment Advisory Group
California
$240K +$230K +1,506 New
EFL
2895
ERn Financial LLC
Wisconsin
$240K +$12.7K +83 +6%
TCFP
2896
Treasure Coast Financial Planning
Florida
$239K
IWA
2897
IVC Wealth Advisors
Pennsylvania
$239K -$22.3K -146 -9%
PWG
2898
Private Wealth Group
Florida
$239K
MWA
2899
Meridian Wealth Advisors
Texas
$238K
RPA
2900
Rock Point Advisors
Vermont
$238K

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.