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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
ACM
2851
Armbruster Capital Management
New York
$346K
SWM
2852
Shakespeare Wealth Management
Wisconsin
$345K +$15.5K +90 +5%
SCA
2853
STALEY CAPITAL ADVISERS
Pennsylvania
$345K
Betterment LLC
2854
Betterment LLC
New York
$344K +$326K +1,890 New
GWM
2855
Gibbs Wealth Management
Georgia
$344K +$325K +1,887 New
DWM
2856
Darwin Wealth Management
Florida
$343K -$118K -682 -27%
TA
2857
Tactive Advisors
Florida
$342K +$324K +1,880 New
WA
2858
Waddell & Associates
Tennessee
$342K -$343K -1,988 -51%
HIP
2859
Harrell Investment Partners
Texas
$342K -$34.8K -202 -10%
CG
2860
Cynosure Group
Utah
$342K +$324K +1,879 New
WA
2861
Wealthstream Advisors
New York
$342K -$281K -1,632 -47%
FVWA
2862
Foster Victor Wealth Advisors
South Carolina
$342K +$172 +1 +0%
AWM
2863
Altus Wealth Management
Kentucky
$341K
RW
2864
Rede Wealth
Virginia
$341K +$38.9K +226 +14%
MWA
2865
Motive Wealth Advisors
Michigan
$341K +$322K +1,870 New
EWA
2866
Encompass Wealth Advisors
Oregon
$340K -$1.9K -11 -0.6%
HP
2867
Hyperion Partners
Pennsylvania
$339K +$345 +2 +0.1%
HWM
2868
Howard Wealth Management
Connecticut
$339K +$9.65K +56 +3%
CPRC
2869
Consolidated Portfolio Review Corp
New York
$338K -$206K -1,198 -39%
NCM
2870
Northwest Capital Management
Oregon
$338K
CWG
2871
Crown Wealth Group
North Carolina
$338K +$93.9K +545 +42%
SWA
2872
SOA Wealth Advisors
New York
$338K +$1.03K +6 +0.3%
FL
2873
Fort LP
Maryland
$337K -$34K -197 -10%
GA
2874
Greytown Advisors
Florida
$337K -$86.3K -501 -21%
ATC
2875
Advantage Trust Company
Kansas
$336K

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.