We are live on ! Find out more
ABBV icon

AbbVie

3,053 hedge funds and large institutions have $195B invested in AbbVie in 2022 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,155 increasing their positions, 1,331 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 124

39% more funds holding in top 10

Funds holding in top 10: 214297 (+83)

21% more capital invested

Capital invested by funds: $161B → $195B (+$34.3B)

2% more funds holding

Funds holding: 2,9823,053 (+71)

8% more call options, than puts

Call options by funds: $3.37B | Put options by funds: $3.13B

0.97% more ownership

Funds ownership: 67.42%68.39% (+0.97%)

13% less repeat investments, than reductions

Existing positions increased: 1,155 | Existing positions reduced: 1,331

Holders
3,053
Holders Change
+71
Holders Change %
+2.38%
% of All Funds
48.15%
Holding in Top 10
297
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+38.79%
% of All Funds
4.68%
New
235
Increased
1,155
Reduced
1,331
Closed
124
Calls
$3.37B
Puts
$3.13B
Net Calls
+$243M
Net Calls Change
-$777M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
3001
Heritage Wealth Management (Arizona)
Arizona
$42K +$37.3K +257 New
CI
3002
Cordant Inc
Oregon
$42K +$37.6K +259 New
MWA
3003
Miller Wealth Advisors
Colorado
$41K
SFG
3004
Steward Financial Group
Texas
$36K
4FG
3005
4Thought Financial Group
New York
$35K
JPLA
3006
Joseph P. Lucia & Associates
New York
$34K +$30.4K +209 New
SL
3007
Savior LLC
Massachusetts
$33K -$10.7K -74 -27%
HWM
3008
Holloway Wealth Management
Florida
$33K
IFS
3009
Intelligent Financial Strategies
Minnesota
$33K +$291 +2 +1%
GA
3010
GoalVest Advisory
New York
$33K +$29.8K +205 New
RA
3011
Rational Advisors
New York
$30K -$1.31M -9,015 -98%
BCM
3012
Blume Capital Management
California
$30K
TAM
3013
Tucker Asset Management
Colorado
$29.4K +$12.9K +89 +97%
LFA
3014
Level Financial Advisors
New York
$28K
BBPWM
3015
Blue Bell Private Wealth Management
Pennsylvania
$25K +$145 +1 +0.6%
SC
3016
Schubert & Co
Texas
$25K +$5.81K +40 +36%
MAM
3017
Marquette Asset Management
Minnesota
$24K
UIA
3018
Ulland Investment Advisors
Minnesota
$24K
RFWA
3019
RPg Family Wealth Advisory
Massachusetts
$21.7K
JAM
3020
JCIC Asset Management
Ontario, Canada
$21K
CWM
3021
CarsonAllaria Wealth Management
Illinois
$20K -$6.1K -42 -26%
PAG
3022
Paladin Advisory Group
Iowa
$20K +$17.9K +123 New
CIAS
3023
CFS Investment Advisory Services
New Jersey
$19K +$440M +3,027,814 +16,460%
OLVIG
3024
Oliver Lagore Vanvalin Investment Group
Michigan
$17K +$15.8K +109 New
BAM
3025
Baldrige Asset Management
Pennsylvania
$16K

ABBV Hedge Fund Activity: Q1 2022 in Review

3,053 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2022, worth a combined $195B — up 21% from $161B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new ABBV positions and 124 closed out — a net gain of 111 holders — while 1,155 added to existing stakes and 1,331 trimmed.

The largest buyer was Capital International Investors, adding an estimated $2.74B. The largest seller was Franklin Resources, cutting an estimated $821M.

  • 3,053 institutional investors held AbbVie (ABBV) as of Q1 2022, up from 2,982 in Q4 2021.
  • Funds reported $195B of AbbVie stock for Q1 2022, up 21% quarter-over-quarter.
  • 235 funds opened new AbbVie positions in Q1 2022 and 124 closed out, a net change of +111 holders.
  • The largest AbbVie buyer in Q1 2022 was Capital International Investors, an estimated $2.74B added.
  • The largest AbbVie seller in Q1 2022 was Franklin Resources, an estimated $821M sold.

Based on aggregated 13F filings for Q1 2022.