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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
JJBC
2901
James J. Burns & Company
New York
$237K +$19K +124 +9%
EWP
2902
Elevation Wealth Partners
California
$237K +$227K +1,484 New
BWFA
2903
Baltimore-Washington Financial Advisors
Maryland
$237K +$227K +1,484 New
BDF
2904
Black Diamond Financial
Maryland
$236K +$27.5K +180 +14%
KWA
2905
KCS Wealth Advisory
California
$236K -$4.59K -30 -2%
CWM
2906
CCG Wealth Management
California
$236K -$6.27K -41 -3%
JGUA
2907
John G. Ullman & Associates
New York
$236K +$226K +1,479 New
SWM
2908
Scissortail Wealth Management
Oklahoma
$236K -$3.88M -25,367 -94%
SCM
2909
SOL Capital Management
Maryland
$236K
EW
2910
Enzi Wealth
Texas
$235K +$459 +3 +0.2%
DFA
2911
DHJJ Financial Advisors
Illinois
$235K
FA
2912
Fountainhead AM
New Jersey
$235K -$5.96K -39 -3%
DWM
2913
Defined Wealth Management
Oregon
$234K
AC
2914
Avenir Corporation
Virginia
$233K
MIG
2915
McGuire Investment Group
Rhode Island
$233K +$4.89K +32 +2%
SM
2916
Sensible Money
Arizona
$233K -$8.1K -53 -4%
BCMO
2917
Buckingham Capital Management (Ohio)
Ohio
$232K +$612 +4 +0.3%
FWP
2918
Falcon Wealth Planning
California
$232K +$223K +1,456 New
MFGM
2919
Marshall Financial Group (Maryland)
Maryland
$232K -$844K -5,518 -79%
SLWA
2920
San Luis Wealth Advisors
California
$232K -$3.36K -22 -1%
GIM
2921
Greenwich Investment Management
Connecticut
$232K
EFH
2922
Eaton Financial Holdings
Florida
$232K -$27.2K -178 -11%
HI
2923
Hoey Investments
Pennsylvania
$231K -$61.2K -400 -22%
BFG
2924
Baron Financial Group
New Jersey
$228K
TA
2925
TrueWealth Advisors
Alabama
$227K -$31.5K -206 -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.