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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
VCM
301
Vigilant Capital Management
Maine
$35.9M -$1.77M -11,590 -5%
LFAS
302
Level Four Advisory Services
Texas
$35.4M +$12.6M +82,694 +59%
T
303
TOBAM
France
$35.2M +$7.62M +49,873 +29%
CAM
304
ClariVest Asset Management
California
$35.2M -$1.36M -8,906 -4%
SG Americas Securities
305
SG Americas Securities
New York
$35M +$28.5M +186,211 +553%
NAM
306
Nissay Asset Management
Japan
$34.9M -$1.16M -7,571 -3%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$34.6M +$1.85M +12,093 +6%
FMI
308
Factory Mutual Insurance
Massachusetts
$34.6M
Vontobel Holding
309
Vontobel Holding
Switzerland
$33.6M +$3.22M +21,056 +11%
PTC
310
Philadelphia Trust Company
Pennsylvania
$33.5M -$2.42M -15,858 -7%
USCWA
311
U.S. Capital Wealth Advisors
Texas
$33.3M +$847K +5,541 +3%
CNB
312
Czech National Bank
Czech Republic
$33.2M +$189K +1,238 +0.6%
UB
313
UMB Bank
Missouri
$33M +$221K +1,446 +0.7%
PWAG
314
Polaris Wealth Advisory Group
California
$32.7M -$6.39M -41,770 -17%
MHIC
315
Marble Harbor Investment Counsel
Massachusetts
$32.7M -$69.6K -455 -0.2%
Rafferty Asset Management
316
Rafferty Asset Management
New York
$32.5M +$308K +2,013 +1%
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$32.2M +$374K +2,447 +1%
RC
318
RBO & Co
California
$32.2M -$464K -3,038 -1%
RFC
319
Regions Financial Corp
Alabama
$32.1M -$3.97M -25,955 -11%
IMPI
320
Ilmarinen Mutual Pension Insurance
Finland
$32.1M
CC
321
Cornerstone Capital
California
$32.1M -$104K -680 -0.3%
SSWM
322
Smith Salley Wealth Management
North Carolina
$31.8M +$787K +5,145 +3%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$31.8M +$3.91M +25,577 +15%
CCMIC
324
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$31.5M +$3.75M +24,546 +14%
VHAM
325
Van Hulzen Asset Management
California
$31.4M +$6.26M +40,954 +26%

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.