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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
MFG
3076
Monumental Financial Group
Maryland
$51K +$48.9K +320 New
CTB
3077
Country Trust Bank
Illinois
$50K
MCA
3078
Maryland Capital Advisors
Maryland
$47.8K
MFT
3079
Moisand Fitzgerald Tamayo
Florida
$46.9K
CM
3080
Cornerstone Management
Georgia
$45.1K
KFP
3081
KB Financial Partners
New Jersey
$45K -$22.6K -148 -35%
OLVIG
3082
Oliver Lagore Vanvalin Investment Group
Michigan
$44.6K -$3.67K -24 -8%
AS
3083
Altshuler Shaham
Israel
$44.1K -$56.9K -372 -57%
GPI
3084
General Partner Inc
Pennsylvania
$40.4K +$38.2K +250 New
HF
3085
Halpern Financial
Virginia
$39.8K
TWD
3086
True Wealth Design
Ohio
$38K -$459 -3 -1%
SHIM
3087
Stone House Investment Management
Pennsylvania
$37.3K +$35.8K +234 New
HCM
3088
Highlander Capital Management
New Jersey
$36K
CIM
3089
Chiron Investment Management
New York
$35.5K
IFS
3090
Intelligent Financial Strategies
Minnesota
$33.4K +$306 +2 +1%
CMA
3091
Cedar Mountain Advisors
Oregon
$32.9K -$11.9K -78 -27%
BBPWM
3092
Blue Bell Private Wealth Management
Pennsylvania
$32.5K +$153 +1 +0.5%
AFIA
3093
America First Investment Advisors
Nebraska
$32K -$15.1K -99 -33%
SL
3094
Savior LLC
Massachusetts
$31.9K
LWA
3095
Lowe Wealth Advisors
Maryland
$31.1K -$42.8K -280 -59%
RA
3096
Rational Advisors
New York
$30K -$1.73M -11,347 -98%
BCPWM
3097
Bradley & Co Private Wealth Management
Florida
$28.2K
KM
3098
Kalos Management
Georgia
$26.3K +$25.2K +165 New
JMF
3099
Johnson Midwest Financial
Iowa
$24.2K +$1.99K +13 +9%
UIA
3100
Ulland Investment Advisors
Minnesota
$24K

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.