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AbbVie

3,168 hedge funds and large institutions have $255B invested in AbbVie in 2022 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,192 increasing their positions, 1,262 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 364 | Existing positions closed: 101

54% more capital invested

Capital invested by funds: $166B → $255B (+$89.1B)

25% more funds holding in top 10

Funds holding in top 10: 278348 (+70)

7% more funds holding

Funds holding: 2,9693,168 (+199)

0.19% less ownership

Funds ownership: 70.04%69.85% (-0.19%)

4% less call options, than puts

Call options by funds: $2.99B | Put options by funds: $3.13B

6% less repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,262

Holders
3,168
Holders Change
+199
Holders Change %
+6.7%
% of All Funds
50.92%
Holding in Top 10
348
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+25.18%
% of All Funds
5.59%
New
364
Increased
1,192
Reduced
1,262
Closed
101
Calls
$2.99B
Puts
$3.13B
Net Calls
-$140M
Net Calls Change
-$411M
Name Holding Trade Value Shares
Change
Change in
Stake
RBCM
401
Raub Brock Capital Management
California
$22.9M -$2.76M -17,979 -11%
TA
402
TruWealth Advisors
Louisiana
$22.7M +$21.5K +140 +0.1%
VV
403
Verity & Verity
South Carolina
$22.6M +$872K +5,690 +4%
LFAS
404
Level Four Advisory Services
Texas
$22.5M +$6.63M +43,265 +45%
KRS
405
Kentucky Retirement Systems
Kentucky
$22.5M +$93.1K +607 +0.4%
MSRPS
406
Maryland State Retirement & Pension System
Maryland
$22.4M +$216K +1,409 +1%
JCM
407
Janney Capital Management
Pennsylvania
$22.1M +$768K +5,006 +4%
GF
408
Gabelli Funds
New York
$22.1M -$617K -4,025 -3%
EMPI
409
Elo Mutual Pension Insurance
Finland
$22.1M +$637K +4,152 +3%
AIMCA
410
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22M +$6.77M +44,175 +48%
BT
411
Brandywine Trust
Delaware
$21.8M
MGAM
412
McGowan Group Asset Management
Texas
$21.8M +$164K +1,069 +0.8%
MWM
413
Moran Wealth Management
Florida
$21.6M +$20.5M +133,903 New
AAS
414
Avantax Advisory Services
Texas
$21.6M +$1.16M +7,596 +6%
Daiwa Securities Group
415
Daiwa Securities Group
Japan
$21.4M +$1.29M +8,437 +7%
Millennium Management
416
Millennium Management
New York
$21.3M -$77.5M -505,224 -79%
RIL
417
Rothschild Investment LLC
Illinois
$21.1M +$376K +2,454 +2%
IAIM
418
Industrial Alliance Investment Management
Quebec, Canada
$21.1M +$267K +1,739 +1%
RPAM
419
Rhenman & Partners Asset Management
Sweden
$21M -$3.01M -19,626 -13%
ADEF
420
Adams Diversified Equity Fund
Maryland
$20.9M +$6.98M +45,500 +54%
Capital Fund Management (CFM)
421
Capital Fund Management (CFM)
France
$20.8M -$2.95M -19,234 -13%
MHC
422
Meyer Handelman Company
New York
$20.8M -$30.7K -200 -0.2%
ASN
423
Advisory Services Network
Georgia
$20.7M -$759K -4,949 -4%
CIP
424
Chartwell Investment Partners
Pennsylvania
$20.4M +$2.29M +14,949 +13%
D.E. Shaw & Co
425
D.E. Shaw & Co
New York
$20.4M +$1.79M +11,663 +10%

ABBV Hedge Fund Activity: Q4 2022 in Review

3,168 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2022, worth a combined $255B — up 54% from $166B a quarter earlier.

Buyers outnumbered sellers: 364 funds opened new ABBV positions and 101 closed out — a net gain of 263 holders — while 1,192 added to existing stakes and 1,262 trimmed.

The largest buyer was BlackRock, adding an estimated $881M. The largest seller was Janus Henderson Group, cutting an estimated $2.59B.

  • 3,168 institutional investors held AbbVie (ABBV) as of Q4 2022, up from 2,969 in Q3 2022.
  • Funds reported $255B of AbbVie stock for Q4 2022, up 54% quarter-over-quarter.
  • 364 funds opened new AbbVie positions in Q4 2022 and 101 closed out, a net change of +263 holders.
  • The largest AbbVie buyer in Q4 2022 was BlackRock, an estimated $881M added.
  • The largest AbbVie seller in Q4 2022 was Janus Henderson Group, an estimated $2.59B sold.

Based on aggregated 13F filings for Q4 2022.