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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
NQWM
2876
Northwest Quadrant Wealth Management
Oregon
$335K +$2.07K +12 +0.7%
AWA
2877
Acorn Wealth Advisors
Michigan
$335K +$13.8K +80 +5%
JLBC
2878
J.L. Bainbridge & Co
Florida
$335K -$1.38K -8 -0.4%
CFP
2879
Curran Financial Partners
South Carolina
$335K -$11.9K -69 -4%
CIA
2880
Cladis Investment Advisory
Montana
$334K
EL
2881
EMFO LLC
Florida
$333K
BTWM
2882
Brass Tax Wealth Management
Ohio
$333K +$315K +1,829 New
SCI
2883
Silver Coast Investments
United States
$333K -$10.5K -61 -3%
KIA
2884
Kraematon Investment Advisors
Massachusetts
$332K -$5.51K -32 -2%
SAW
2885
Signal Advisors Wealth
Michigan
$332K +$315K +1,825 New
WIM
2886
Warwick Investment Management
Texas
$330K +$313K +1,814 New
HKIMG
2887
Hutchens & Kramer Investment Management Group
Indiana
$330K +$12.6K +73 +4%
IWA
2888
Invera Wealth Advisors
Oregon
$329K
PCMC
2889
Private Capital Management (Colorado)
Colorado
$329K -$9.48K -55 -3%
CA
2890
CGN Advisors
Kansas
$328K -$87.9K -510 -22%
OFS
2891
Oldfather Financial Services
Nebraska
$328K +$310K +1,800 New
FGA
2892
Fortis Group Advisors
New Jersey
$328K -$22.1K -128 -7%
HFA
2893
High Falls Advisors
New York
$327K
LFA
2894
Laraway Financial Advisors
Minnesota
$327K
MPAM
2895
Murphy Pohlad Asset Management
Minnesota
$325K -$8.62K -50 -3%
DWAM
2896
Duncan Williams Asset Management
Tennessee
$325K +$308K +1,785 New
IIA
2897
Integral Investment Advisors
California
$325K +$311K +1,802 New
SPC
2898
Stewart & Patten Company
California
$324K -$126K -731 -29%
UB
2899
Umpqua Bank
Oregon
$324K +$306K +1,777 New
LAS
2900
LWM Advisory Services
Florida
$322K +$12.2K +71 +4%

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.