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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
SC
2951
Solstein Capital
California
$214K
KCM
2952
Kennedy Capital Management
Missouri
$214K +$1.22K +8 +0.6%
AI
2953
AXS Investments
New York
$213K +$33.2K +217 +19%
MWM
2954
Mascoma Wealth Management
New Hampshire
$213K -$30.6K -200 -12%
BWM
2955
BlackDiamond Wealth Management
New York
$212K +$3.06K +20 +2%
CCMI
2956
Creative Capital Management Investments
California
$212K +$459 +3 +0.2%
FA
2957
Fiduciary Alliance
South Carolina
$212K -$1.68K -11 -0.8%
XS
2958
XR Securities
Illinois
$212K +$203K +1,330 New
VWA
2959
VERITY Wealth Advisors
United States
$211K +$202K +1,324 New
MFP
2960
Meridian Financial Partners
Virginia
$211K -$662K -4,330 -77%
HWA
2961
Hilltop Wealth Advisors
North Carolina
$211K -$75.2K -492 -27%
NIC
2962
Northwest Investment Counselors
Oregon
$211K -$180K -1,180 -47%
I
2963
IMPACTfolio
Colorado
$210K
NCM
2964
Next Capital Management
New York
$210K
KAM
2965
KEB Asset Management
Illinois
$209K
ACM
2966
Ashford Capital Management
Delaware
$207K
BA
2967
Bridge Advisory
California
$207K +$199K +1,299 New
HFG
2968
Heron Financial Group
New York
$207K
AA
2969
AlphaQ Advisors
Florida
$206K -$101K -661 -34%
UWPG
2970
Ullmann Wealth Partners Group
Florida
$206K +$198K +1,295 New
WIC
2971
Willis Investment Counsel
Georgia
$206K +$198K +1,294 New
CFCI
2972
Comprehensive Financial Consultants Institutional
Indiana
$206K +$198K +1,294 New
BAWC
2973
Boyce & Associates Wealth Consulting
Texas
$206K +$5.2K +34 +3%
LWP
2974
Laurel Wealth Planning
Minnesota
$205K -$22.5K -147 -10%
PSP
2975
Pacific Sage Partners
Washington
$205K -$19.1K -125 -9%

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.