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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
PP
3101
Paloma Partners
Connecticut
$23.4K +$22.5K +147 New
JAM
3102
JCIC Asset Management
Ontario, Canada
$20.9K
PAG
3103
Paladin Advisory Group
Iowa
$20.5K +$19.7K +129 New
CWM
3104
CarsonAllaria Wealth Management
Illinois
$19.6K +$153 +1 +0.8%
GG
3105
Gleason Group
Kentucky
$17.9K +$12.7K +83 +277%
CPFP
3106
Clear Perspectives Financial Planning
Ohio
$17.8K -$18.3K -120 -52%
GFL
3107
Granite FO LLC
New Hampshire
$17.1K +$3.98K +26 +30%
JFG
3108
JDM Financial Group
Texas
$17.1K
FFL
3109
Financial Freedom LLC
Ohio
$16.2K -$917 -6 -6%
MFG
3110
Mendota Financial Group
Wisconsin
$16.2K +$15.3K +100 New
BCM
3111
Bourgeon Capital Management
Connecticut
$15.9K
CAM
3112
Costello Asset Management
Pennsylvania
$15.9K
SIM
3113
Studio Investment Management
Illinois
$15.9K
FCAS
3114
First Command Advisory Services
Texas
$15.9K +$15.3K +100 New
TCPG
3115
Trivant Custom Portfolio Group
California
$15.9K +$15.3K +100 New
2L
3116
25 LLC
Missouri
$14K +$14.5K +95 New
LIA
3117
Luken Investment Analytics
Tennessee
$13.4K
HWP
3118
Highline Wealth Partners
California
$12.6K +$459 +3 +4%
DCP
3119
Distillate Capital Partners
Illinois
$11.2K -$153 -1 -1%
MWA
3120
Miller Wealth Advisors
Colorado
$11K -$61.2K -400 -80%
PP
3121
PrairieView Partners
Minnesota
$11K
VF
3122
VitalStone Financial
Texas
$10K -$23.9K -156 -67%
CWAF
3123
Core Wealth Advisors (Florida)
Florida
$9.88K
BC
3124
Belmont Capital
California
$7.65K
PS
3125
PayPay Securities
Japan
$7.49K -$4.28K -28 -37%

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.