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AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2476
Merriman Wealth Management
Washington
$603K +$689 +4 +0.1%
MFS
2477
Madrona Financial Services
Washington
$603K +$259K +1,501 +83%
GSIAS
2478
Garden State Investment Advisory Services
New Jersey
$603K +$11.7K +68 +2%
SWP
2479
Summit Wealth Partners
Florida
$602K +$345 +2 +0.1%
LAM
2480
Lountzis Asset Management
Pennsylvania
$601K
HFS
2481
Howard Financial Services
Texas
$601K -$87K -505 -13%
HC
2482
Hara Capital
Washington
$600K -$26.7K -155 -4%
DCM
2483
DGS Capital Management
New Jersey
$597K +$140K +814 +33%
WJA
2484
Willis Johnson & Associates
Texas
$595K -$1.9K -11 -0.3%
WWS
2485
Wellington Wealth Strategies
Indiana
$592K -$416K -2,413 -43%
CWM
2486
Cahaba Wealth Management
Georgia
$591K -$689 -4 -0.1%
KA
2487
Kooman & Associates
Pennsylvania
$591K -$22.7K -132 -4%
APW
2488
Aurora Private Wealth
New Jersey
$591K +$2.24K +13 +0.4%
PWA
2489
Prairie Wealth Advisors
Nebraska
$591K +$559K +3,244 New
HCA
2490
Harbour Capital Advisors
Virginia
$589K
NSB
2491
Norway Savings Bank
Maine
$588K -$75K -435 -12%
AIA
2492
Alera Investment Advisors
Illinois
$588K +$61.7K +358 +12%
GB
2493
Goepper Burkhardt
South Carolina
$587K +$35.5K +206 +6%
WFMPM
2494
Woodley Farra Manion Portfolio Management
Indiana
$586K -$7.24K -42 -1%
SFG
2495
Sovereign Financial Group
Connecticut
$585K +$86.7K +503 +19%
WWMSC
2496
Wagner Wealth Management (South Carolina)
South Carolina
$582K -$614K -3,562 -53%
CA
2497
Crewe Advisors
Utah
$582K +$550K +3,194 New
MAWA
2498
Moss Adams Wealth Advisors
Washington
$581K +$196K +1,139 +55%
FUBT
2499
First United Bank & Trust
Maryland
$581K -$26.9K -156 -5%
AP
2500
Adero Partners
California
$580K +$43.8K +254 +9%

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.