We are live on ! Find out more
ABBV icon

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
SA
1201
Shilanski & Associates
Alaska
$3.39M +$32.4K +212 +1%
NPP
1202
New Potomac Partners
Maryland
$3.38M -$22.9K -150 -0.7%
CCWM
1203
Cassaday & Co Wealth Management
Virginia
$3.37M -$52.1K -341 -2%
BA
1204
Bellwether Advisors
Nebraska
$3.36M
CB
1205
CNB Bank
Pennsylvania
$3.33M +$127K +833 +4%
CPA
1206
Court Place Advisors
Maryland
$3.33M -$47.1K -308 -1%
FC
1207
Forte Capital
New York
$3.33M -$37.3K -244 -1%
EF
1208
Exeter Financial
Arizona
$3.32M -$50.8K -332 -2%
CAG
1209
Csenge Advisory Group
Florida
$3.31M +$118K +770 +4%
MCWS
1210
McKinley Carter Wealth Services
West Virginia
$3.31M +$16.8K +110 +0.5%
MA
1211
Modus Advisors
Minnesota
$3.31M +$12.5K +82 +0.4%
SXL
1212
Summit X LLC
Missouri
$3.31M -$150K -984 -5%
NL
1213
NVWM LLC
Pennsylvania
$3.31M +$41.4K +271 +1%
SCP
1214
Stamos Capital Partners
California
$3.31M +$641K +4,190 +25%
BCM
1215
Becker Capital Management
Oregon
$3.29M +$238K +1,558 +8%
DDC
1216
DF Dent & Co
Maryland
$3.29M +$185K +1,207 +6%
GIM
1217
Groesbeck Investment Management
New Jersey
$3.29M -$33.3K -218 -1%
APWM
1218
Argonautica Private Wealth Management
Massachusetts
$3.27M +$2.17M +14,218 +227%
EW
1219
Evoke Wealth
California
$3.26M +$51.5K +337 +2%
CA
1220
Cornerstone Advisory
Maryland
$3.26M +$275K +1,798 +10%
DAM
1221
Doheny Asset Management
California
$3.26M +$532K +3,482 +21%
LA
1222
Lifeworks Advisors
Michigan
$3.25M -$49.7K -325 -2%
RWA
1223
River Wealth Advisors
Pennsylvania
$3.25M -$161K -1,056 -5%
TAM
1224
Trust Asset Management
Texas
$3.24M +$53.1K +347 +2%
EFI
1225
EHP Funds Inc
Canada
$3.24M -$397K -2,600 -11%

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.