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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 %
HWA
2876
Heartwood Wealth Advisors
Virginia
$240K +$240K +1,507 New
VBFG
2877
Vishria Bird Financial Group
Tennessee
$240K – – –
SIAG
2878
Safeguard Investment Advisory Group
California
$240K +$240K +1,506 New
EFL
2879
ERn Financial LLC
Wisconsin
$240K +$13.2K +83 +6%
TCFP
2880
Treasure Coast Financial Planning
Florida
$239K – – –
IWA
2881
IVC Wealth Advisors
Pennsylvania
$239K -$23.3K -146 -9%
PWG
2882
Private Wealth Group
Florida
$239K – – –
MWA
2883
Meridian Wealth Advisors
Texas
$238K – – –
RPA
2884
Rock Point Advisors
Vermont
$238K – – –
JJBC
2885
James J. Burns & Company
New York
$237K +$19.7K +124 +9%
EWP
2886
Elevation Wealth Partners
California
$237K +$237K +1,484 New
BWFA
2887
Baltimore-Washington Financial Advisors
Maryland
$237K +$237K +1,484 New
BDF
2888
Black Diamond Financial
Maryland
$236K +$28.7K +180 +14%
KWA
2889
KCS Wealth Advisory
California
$236K -$4.78K -30 -2%
CWM
2890
CCG Wealth Management
California
$236K -$6.53K -41 -3%
JGUA
2891
John G. Ullman & Associates
New York
$236K +$236K +1,479 New
SWM
2892
Scissortail Wealth Management
Oklahoma
$236K -$4.04M -25,367 -94%
SCM
2893
SOL Capital Management
Maryland
$236K – – –
EW
2894
Enzi Wealth
Texas
$235K +$483 +3 +0.2%
DFA
2895
DHJJ Financial Advisors
Illinois
$235K – – –
FA
2896
Fountainhead AM
New Jersey
$235K -$6.22K -39 -3%
DWM
2897
Defined Wealth Management
Oregon
$234K – – –
AC
2898
Avenir Corporation
Virginia
$233K – – –
MIG
2899
McGuire Investment Group
Rhode Island
$233K +$5.1K +32 +2%
SM
2900
Sensible Money
Arizona
$233K -$8.45K -53 -4%
114 115
116
117 118