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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
LT
2351
Legacy Trust
Michigan
$570K +$32.1K +210 +6%
MIH
2352
Meitav Investment House
Israel
$569K -$385K -2,518 -41%
HS
2353
Horan Securities
United States
$568K +$40.2K +263 +8%
OBWG
2354
Onyx Bridge Wealth Group
New York
$567K +$15.9K +104 +3%
BFAG
2355
Blackston Financial Advisory Group
Florida
$566K -$25.1K -164 -4%
KFA
2356
Krane Funds Advisors
New York
$566K +$536K +3,509 New
KWA
2357
Kellett Wealth Advisors
Ohio
$566K +$15.3K +100 +3%
MCA
2358
Magnolia Capital Advisors
Mississippi
$565K +$67K +438 +14%
ARMT
2359
Amica Retiree Medical Trust
Rhode Island
$565K -$189K -1,238 -26%
ISWM
2360
Independent Solutions Wealth Management
New York
$564K -$15.9K -104 -3%
KA
2361
Kooman & Associates
Pennsylvania
$564K +$2.29K +15 +0.4%
LSA
2362
Lansing Street Advisors
Pennsylvania
$562K -$390K -2,550 -42%
NRI
2363
NFP Retirement Inc
California
$561K -$2.6K -17 -0.5%
GSAM
2364
Grant Street Asset Management
Pennsylvania
$560K
GB
2365
Goepper Burkhardt
South Carolina
$559K +$153 +1 +0%
CCP
2366
Clough Capital Partners
Massachusetts
$558K
CFO
2367
Callan Family Office
Pennsylvania
$558K +$227K +1,487 +74%
AIA
2368
Alera Investment Advisors
Illinois
$555K -$54.9K -359 -9%
FW
2369
FirstPurpose Wealth
Utah
$554K +$337K +2,207 +174%
I
2370
INVST
Indiana
$553K -$912K -5,966 -62%
TAM
2371
Titleist Asset Management
Texas
$552K +$529K +3,462 New
LPAM
2372
Lodestar Private Asset Management
California
$551K +$14.1K +92 +3%
NIM
2373
Nexus Investment Management
Ontario, Canada
$551K
SDWIA
2374
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$550K +$3.06K +20 +0.6%
VWM
2375
Vigilare Wealth Management
Arizona
$549K -$52.3K -342 -9%

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.