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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
JLBC
2976
J.L. Bainbridge & Co
Florida
$204K -$50.6K -331 -21%
JSAM
2977
J. Safra Asset Management
New York
$204K
AIA
2978
Allied Investment Advisors
Montana
$203K
FMI
2979
F/M Investments
District of Columbia
$203K
CWM
2980
Castle Wealth Management
Florida
$203K -$3.82K -25 -2%
RCM
2981
Requisite Capital Management
Texas
$203K +$194K +1,272 New
Commonwealth Equity Services
2982
Commonwealth Equity Services
Massachusetts
$201K -$2.5M -16,342 -1%
HIGP
2983
Hill Investment Group Partners
Missouri
$201K -$7.03K -46 -4%
BWM
2984
BNC Wealth Management
Oregon
$201K +$764 +5 +0.4%
CCA
2985
Cora Capital Advisors
New Jersey
$200K +$192K +1,257 New
HCM
2986
Hutchinson Capital Management
California
$200K +$306 +2 +0.2%
SVCP
2987
Silicon Valley Capital Partners
California
$200K -$9.48K -62 -5%
SF
2988
Safeguard Financial
Wisconsin
$200K +$192K +1,256 New
AWM
2989
Abound Wealth Management
Tennessee
$191K +$22.2K +145 +14%
RI
2990
Ridgewood Investments
New Jersey
$191K -$23.7K -155 -11%
IRAG
2991
Investment Research & Advisory Group
Georgia
$190K
CJL
2992
Cyrus J. Lawrence
New York
$190K -$80.3K -525 -31%
PG
2993
Proffitt & Goodson
Tennessee
$190K
MS
2994
Mizuho Securities
Japan
$190K +$93.3K +610 +105%
TIM
2995
Tortoise Investment Management
New York
$188K -$6.88K -45 -4%
OAJ
2996
Ogorek Anthony Joseph
New York
$185K
VIA
2997
Virtus Investment Advisers
Connecticut
$182K +$175K +1,145 New
WPWM
2998
Western Pacific Wealth Management
Illinois
$181K +$15.3K +100 +10%
HH
2999
HWG Holdings
Texas
$177K -$2.33M -15,226 -93%
AFS
3000
Annapolis Financial Services
Maryland
$173K -$306 -2 -0.2%

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.