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Abbott
ABT

Overview Fund Activity

2,688 hedge funds and large institutions have $132B invested in Abbott in 2023 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 1,063 increasing their positions, 1,069 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,688
Holders Change
-63
Holders Change %
-2.29%
% of All Funds
43.02%
Holding in Top 10
91
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-31.06%
% of All Funds
1.46%
New
155
Increased
1,063
Reduced
1,069
Closed
158
Calls
$976M
Puts
$846M
Net Calls
+$130M
Net Calls Change
-$249M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$911M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$608M
3
Capital International Investors
Capital International Investors
California
+$345M
4
Renaissance Technologies
Renaissance Technologies
New York
+$176M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$149M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
2
Capital World Investors
Capital World Investors
California
-$356M
3
Ameriprise
Ameriprise
Minnesota
-$339M
4
Parnassus Investments
Parnassus Investments
California
-$326M
5
Jennison Associates
Jennison Associates
New York
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPW
2476
Sonoma Private Wealth
California
$204K +$204K +2,015 New
LD
2477
Lipe & Dalton
New York
$204K – – –
I2I
2478
Insight 2811 Inc
Illinois
$204K – – –
TFA
2479
Trinity Financial Advisors
Ohio
$204K +$101 +1 +0%
ALAM
2480
Asahi Life Asset Management
Japan
$204K +$41.5K +410 +26%
HWA
2481
Hilltop Wealth Advisors
North Carolina
$203K – – –
ZF
2482
Zhang Financial
Michigan
$203K -$15.7K -155 -7%
WCM
2483
Wisconsin Capital Management
Wisconsin
$203K – – –
MIM
2484
Merrion Investment Management
New Jersey
$203K – – –
EGWAG
2485
Elwood & Goetz Wealth Advisory Group
Georgia
$203K – – –
CPSC
2486
Carl P. Sherr & Co
Massachusetts
$202K – – –
SWM
2487
Shakespeare Wealth Management
Wisconsin
$202K – – –
PFM
2488
Phillips Financial Management
Indiana
$202K -$2.23K -22 -1%
AFG
2489
Atomi Financial Group
New York
$201K +$201K +1,988 New
HCM
2490
Hutchinson Capital Management
California
$201K -$9.11K -90 -4%
JSAM
2491
J. Safra Asset Management
New York
$201K +$201K +1,985 New
WGAM
2492
Wilkinson Global Asset Management
New York
$201K – – –
PAIM
2493
Punch & Associates Investment Management
Minnesota
$200K – – –
FPWM
2494
FSB Premier Wealth Management
Iowa
$200K +$10.4K +103 +5%
OAJ
2495
Ogorek Anthony Joseph
New York
$198K +$50.4K +500 +34%
CA
2496
Crewe Advisors
Utah
$192K -$4.25K -42 -2%
EWM
2497
Endurance Wealth Management
Rhode Island
$191K +$119K +1,176 +164%
DMBA
2498
Deseret Mutual Benefit Administrators
Utah
$191K +$8.3K +82 +5%
SIC
2499
SJS Investment Consulting
Ohio
$189K -$12.9K -127 -6%
MIM
2500
Meridiem Investment Management
United Kingdom
$188K – – –
98 99
100
101 102