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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
UCB
3001
United Community Bank
South Carolina
$171K
FCG
3002
Financial Connections Group
California
$166K
CWM
3003
Cedar Wealth Management
California
$164K -$66K -432 -30%
RWML
3004
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$160K +$94.3K +617 +159%
MTIM
3005
Marathon Trading Investment Management
Pennsylvania
$159K -$76.4K -500 -33%
CSC
3006
Cove Street Capital
California
$159K
PFG
3007
Piershale Financial Group
Illinois
$154K +$764 +5 +0.5%
RDIA
3008
RE Dickinson Investment Advisors
Iowa
$154K
MIA
3009
Milestone Investment Advisors
Wisconsin
$148K +$142K +927 New
FPFS
3010
First Personal Financial Services
North Carolina
$145K -$6.57K -43 -5%
BIA
3011
Bell Investment Advisors
California
$143K +$11.2K +73 +9%
EMG
3012
ETF Managers Group
New Jersey
$142K +$137K +894 New
NL
3013
NKCFO LLC
Illinois
$141K
GA
3014
GoalVest Advisory
New York
$141K +$13.8K +90 +11%
TF
3015
TimeScale Financial
Massachusetts
$139K +$32.1K +210 +32%
PCM
3016
Penserra Capital Management
California
$136K -$3.69M -24,108 -97%
EARNEST Partners
3017
EARNEST Partners
Georgia
$135K
NC
3018
NewSquare Capital
Pennsylvania
$135K +$48.3K +316 +60%
RF
3019
Robbins Farley
New Hampshire
$134K +$22.9K +150 +22%
BDS
3020
Banco de Sabadell
Florida
$133K +$54.9K +359 +75%
SCA
3021
Stuart Chaussee & Associates
California
$130K
CCM
3022
Carderock Capital Management
Maryland
$127K +$122K +800 New
YDMI
3023
Y.D. More Investments
Israel
$126K +$76.4K +500 +172%
LFA
3024
Level Financial Advisors
New York
$124K -$917 -6 -0.8%
IWP
3025
IAG Wealth Partners
Wisconsin
$122K -$5.04K -33 -4%

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.