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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
NB
901
NBT Bank
New York
$5.77M -$174K -1,140 -3%
EI
902
Ethic Inc
New York
$5.77M -$84.4K -552 -2%
DBT
903
Dubuque Bank & Trust
Iowa
$5.76M -$439K -2,873 -7%
SMC
904
Smith, Moore & Co
Missouri
$5.74M -$288K -1,884 -5%
PA
905
Profund Advisors
Maryland
$5.7M -$26.2M -171,534 -83%
FIA
906
Foundations Investment Advisors
Arizona
$5.69M +$1.23M +8,013 +29%
LA
907
LVW Advisors
New York
$5.68M -$283K -1,851 -5%
FCMT
908
Founders Capital Management (Texas)
Texas
$5.67M -$56.9K -372 -1%
SWM
909
Spire Wealth Management
Virginia
$5.67M +$1.89M +12,360 +53%
CBB
910
Citizens Business Bank
California
$5.67M -$215K -1,407 -4%
BMO
911
Beck Mack & Oliver
New York
$5.67M -$62.7K -410 -1%
DWP
912
Daymark Wealth Partners
Ohio
$5.66M +$559K +3,655 +11%
CRI
913
Commonwealth Retirement Investments
Virginia
$5.65M +$1.38K +9 +0%
BHWA
914
Beacon Harbor Wealth Advisors
Virginia
$5.64M -$561K -3,668 -9%
CWG
915
Cornerstone Wealth Group
North Carolina
$5.64M -$66.4K -434 -1%
SSG
916
Summit Securities Group
New York
$5.64M -$772K -5,048 -12%
MNBTD
917
Moody National Bank Trust Division
Texas
$5.63M +$306 +2 +0%
CW
918
CreativeOne Wealth
Kansas
$5.62M -$137K -898 -2%
WIC
919
WealthBridge Investment Counsel
Alberta, Canada
$5.6M +$121K +792 +2%
HAI
920
Hennessy Advisors Inc
California
$5.59M -$2.97M -19,400 -36%
DA
921
DCM Advisors
New York
$5.59M -$40.2K -263 -0.7%
MAS
922
Meeder Advisory Services
Ohio
$5.59M +$373K +2,441 +7%
PJSIMP
923
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.56M +$44.6K +292 +0.8%
AAM
924
Auxier Asset Management
Oregon
$5.56M -$62.2K -407 -1%
WSFS
925
Wilmington Savings Fund Society
Delaware
$5.55M -$78.6K -514 -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.