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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
RDFA
3026
Ritter Daniher Financial Advisory
Ohio
$121K +$7.64K +50 +7%
DWA
3027
Dougherty Wealth Advisers
Minnesota
$114K -$109K -715 -50%
PP
3028
PFS Partners
New Jersey
$113K -$4.28K -28 -4%
WAS
3029
Winch Advisory Services
Wisconsin
$113K -$5.5K -36 -5%
TJHA
3030
Thomas J. Herzfeld Advisors
Florida
$113K
AWM
3031
Ameliora Wealth Management
Switzerland
$112K
SFG
3032
Steward Financial Group
Texas
$109K +$45.9K +300 +77%
PCM
3033
Pointe Capital Management
Michigan
$108K +$104K +680 New
NSG
3034
Nalls Sherbakoff Group
Tennessee
$107K +$103K +675 New
MCI
3035
MRP Capital Investments
Georgia
$106K -$291K -1,905 -74%
TCM
3036
Tradewinds Capital Management
Washington
$104K +$23.5K +154 +31%
MFA
3037
McClarren Financial Advisors
Pennsylvania
$104K +$306 +2 +0.3%
TVWM
3038
Tower View Wealth Management
Wisconsin
$103K -$1.68K -11 -2%
BMCM
3039
Burns Matteson Capital Management
New York
$103K -$616K -4,029 -26%
DI
3040
Disciplined Investments
Oklahoma
$101K -$3.67K -24 -4%
FFA
3041
Fairfield Financial Advisors
Massachusetts
$101K +$612 +4 +0.6%
BCMLT
3042
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.5K -$1.22K -8 -1%
FSWA
3043
Financial Synergies Wealth Advisors
Texas
$92K +$67K +438 +315%
AA
3044
AlphaMark Advisors
Kentucky
$92K -$7.03K -46 -7%
HIM
3045
Hillsdale Investment Management
Ontario, Canada
$90.4K -$554K -3,622 -86%
TLA
3046
Tanglewood Legacy Advisors
Texas
$84.9K
BHWM
3047
Bay Harbor Wealth Management
Maryland
$84.6K -$5.2K -34 -6%
MLA
3048
MB, Levis & Associates
Pennsylvania
$84.4K +$764 +5 +1%
HC
3049
Hoese & Co
Minnesota
$83.3K
BL
3050
Bleichroeder LP
New York
$82.1K

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.