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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
TC
3051
Tacita Capital
Ontario, Canada
$81K +$15.3K +100 +24%
CMP
3052
Coston McIsaac & Partners
Maine
$80K -$2.29K -15 -3%
LFASL
3053
Lugano Financial Advisors SA (LFA)
Switzerland
$77.8K
GAG
3054
Goodman Advisory Group
Massachusetts
$76.7K +$20.5K +134 +39%
KFS
3055
Kelly Financial Services
Massachusetts
$75.7K +$13.9K +91 +24%
AW
3056
Avion Wealth
Texas
$72K +$55.8K +365 +440%
DWMG
3057
DB Wealth Management Group
California
$71.1K
RBC
3058
Roble Belko & Company
Pennsylvania
$71K -$4.74K -31 -7%
RWM
3059
Ruedi Wealth Management
Illinois
$70K
DWA
3060
Delos Wealth Advisors
Texas
$69.3K
GWSA
3061
Global Wealth Strategies & Associates
Colorado
$66.6K
MC
3062
Machina Capital
France
$65.7K -$151K -988 -71%
CIA
3063
Cascade Investment Advisors
Oregon
$64.7K +$62.1K +406 New
MIM
3064
Macroview Investment Management
Maryland
$63.9K +$612 +4 +1%
NECFA
3065
New England Capital Financial Advisors
Connecticut
$63.4K -$11.5K -75 -16%
BSC
3066
Brown Shipley & Co
United Kingdom
$63K +$60.4K +395 New
TCM
3067
TD Capital Management
Tennessee
$61.4K -$3.21K -21 -5%
HFS
3068
HBC Financial Services
Washington
$58K +$306 +2 +0.6%
BAM
3069
Baldrige Asset Management
Pennsylvania
$58K +$1.53K +10 +3%
RFG
3070
RFP Financial Group
Georgia
$57.5K -$61.2K -400 -53%
NMG
3071
New Millennium Group
Utah
$56.9K -$37.6K -246 -41%
ICM
3072
Islay Capital Management
Texas
$55.8K
ARS
3073
Adirondack Retirement Specialists
New York
$55.3K
PPWM
3074
PFG Private Wealth Management
Florida
$51.8K -$332K -2,172 -87%
CP
3075
Castleview Partners
Texas
$51.8K +$306 +2 +0.6%

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.