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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
DSN
676
D. Scott Neal
Kentucky
$9.18M -$703K -4,598 -7%
SMI
677
Shelter Mutual Insurance
Missouri
$9.18M
AR
678
Advisory Research
Illinois
$9.13M -$8.46M -55,344 -49%
WMSA
679
Weiss Multi-Strategy Advisers
New York
$9.13M -$4.06M -26,564 -32%
PA
680
Pinnacle Associates
New York
$9.12M -$92.2K -603 -1%
MAM
681
Morse Asset Management
Connecticut
$9.09M -$196K -1,280 -2%
BC
682
Burney Company
Virginia
$9.09M -$2.08M -13,589 -19%
APIM
683
Agate Pass Investment Management
Washington
$9.03M +$430K +2,810 +5%
FM
684
Foster & Motley
Ohio
$9.03M +$156K +1,022 +2%
MA
685
Mutual Advisors
Nebraska
$9.01M -$13.6K -89 -0.2%
JSC
686
Jackson Square Capital
California
$9M +$2.15M +14,036 +33%
VWA
687
Visionary Wealth Advisors
Illinois
$8.98M +$214K +1,401 +3%
MCM
688
Monarch Capital Management
Indiana
$8.97M -$175K -1,145 -2%
SHFA
689
SS&H Financial Advisors
Michigan
$8.97M +$206K +1,350 +2%
CW
690
Connectus Wealth
Ohio
$8.95M +$3.57M +23,351 +71%
NMIMC
691
Northwestern Mutual Investment Management Company
Wisconsin
$8.86M +$24.8K +162 +0.3%
TBA
692
Tower Bridge Advisors
Pennsylvania
$8.83M -$150K -980 -2%
ELC
693
Edgar Lomax Company
Virginia
$8.81M -$2.17M -14,210 -20%
GIM
694
Goelzer Investment Management
Indiana
$8.8M +$825K +5,397 +11%
IWA
695
IBEX Wealth Advisors
New Jersey
$8.76M +$671K +4,389 +9%
CAM
696
Cresset Asset Management
Illinois
$8.73M -$954K -6,238 -10%
BCM
697
Beddow Capital Management
Wyoming
$8.71M -$268K -1,750 -3%
CT
698
Coastline Trust
Rhode Island
$8.67M +$341K +2,230 +4%
KA
699
Kintegral Advisory
New York
$8.65M -$446K -2,914 -5%
Loomis, Sayles & Company
700
Loomis, Sayles & Company
Massachusetts
$8.63M -$164K -1,075 -2%

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.