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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
LD
851
Lipe & Dalton
New York
$6.38M -$229K -1,499 -4%
SGH
852
Sivik Global Healthcare
Connecticut
$6.38M +$6.12M +40,000 New
VFA
853
Valeo Financial Advisors
Indiana
$6.37M +$394K +2,579 +4%
FHB
854
First Hawaiian Bank
Hawaii
$6.35M -$82.7K -541 -1%
HWAM
855
Hennion & Walsh Asset Management
New Jersey
$6.35M +$9.48K +62 +0.2%
WAP
856
Wealthcare Advisory Partners
Pennsylvania
$6.34M +$88.8K +581 +1%
MKC
857
M. Kraus & Co
Vermont
$6.28M -$18K -118 -0.3%
SAM
858
Sectoral Asset Management
Quebec, Canada
$6.26M +$306K +2,000 +5%
PCM
859
Princeton Capital Management
New Jersey
$6.26M -$832K -5,443 -12%
EIA
860
Eastover Investment Advisors
North Carolina
$6.26M +$42.3K +277 +0.7%
PSP
861
Principal Street Partners
Tennessee
$6.25M +$207K +1,353 +4%
BC
862
Barnett & Company
Tennessee
$6.25M +$39.8K +260 +0.7%
Credit Agricole
863
Credit Agricole
France
$6.23M -$1.86M -12,185 -24%
RSC
864
Red Spruce Capital
Pennsylvania
$6.21M +$39.9K +261 +0.7%
AMM
865
American Money Management
California
$6.19M -$138K -904 -2%
BFIM
866
Beese Fulmer Investment Management
Ohio
$6.19M -$83.2K -544 -1%
IIM
867
Ipswich Investment Management
Massachusetts
$6.15M +$81.8K +535 +1%
TIM
868
Thompson Investment Management
Wisconsin
$6.09M -$213K -1,393 -4%
HCMT
869
Highland Capital Management (Tennessee)
Tennessee
$6.07M +$1.69M +11,038 +41%
SWA
870
Sutton Wealth Advisors
Florida
$6.06M -$712K -4,658 -11%
ABC
871
Associated Banc-Corp
Wisconsin
$6.06M -$67K -438 -1%
MA
872
Menlo Advisors
California
$6.06M
IFG
873
Independent Financial Group
California
$6.05M +$293K +1,914 +5%
WWM
874
Western Wealth Management
Colorado
$6.05M +$689K +4,509 +13%
ST
875
Sageworth Trust
Pennsylvania
$6.04M +$5.35K +35 +0.1%

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.