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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
AWP
701
Ascent Wealth Partners
New York
$8.59M +$124K +809 +2%
BIAS
702
Beacon Investment Advisory Services
New Jersey
$8.58M -$32.4K -212 -0.4%
PMAM
703
Picton Mahoney Asset Management
Ontario, Canada
$8.56M -$1.65M -10,799 -17%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$8.56M -$594K -3,884 -7%
HP
705
Hikari Power
Japan
$8.53M
SWS
706
SYSTM Wealth Solutions
Illinois
$8.52M -$742K -4,856 -8%
CCM
707
Channing Capital Management
Illinois
$8.52M -$2.44M -15,984 -23%
SCP
708
Shorepoint Capital Partners
Massachusetts
$8.49M -$1.12M -7,310 -12%
BRM
709
Boston Research & Management
Massachusetts
$8.47M -$81.9K -536 -1%
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$8.46M -$542K -3,545 -6%
MPI
711
Mairs & Power Inc
Minnesota
$8.43M -$14.1K -92 -0.2%
SLA
712
Silver Lake Advisory
Utah
$8.41M +$75.4K +493 +0.9%
NEAM
713
New England Asset Management
Connecticut
$8.41M -$375K -2,455 -4%
NGA
714
Naples Global Advisors
Florida
$8.39M -$52.9K -346 -0.7%
CCM
715
Coldstream Capital Management
Washington
$8.36M +$187K +1,222 +2%
SWA
716
Stratos Wealth Advisors
Ohio
$8.33M -$106K -695 -1%
RIG
717
RiverFront Investment Group
Virginia
$8.31M +$479K +3,133 +6%
BP
718
BBR Partners
New York
$8.31M -$13K -85 -0.2%
FNBOMD
719
First National Bank of Mount Dora
Florida
$8.29M +$325K +2,125 +4%
JA
720
JLB & Associates
Michigan
$8.22M -$4.59K -30 -0.1%
LSA
721
L & S Advisors
California
$8.17M +$4.65M +30,416 +146%
HPWA
722
Hall Private Wealth Advisors
North Carolina
$8.16M -$1.81M -11,821 -19%
PFO
723
Pathstone Family Office
New Jersey
$8.14M -$17.5M -114,715 -69%
AWM
724
Apollon Wealth Management
South Carolina
$8.13M +$602K +3,935 +8%
OAM
725
Oak Asset Management
California
$8.11M -$195K -1,278 -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.