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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
MCAI
3101
Members Capital Advisors Inc
Wisconsin
$247K
MCM
3102
Mainstay Capital Management
Michigan
$246K
HCM
3103
Hutchinson Capital Management
California
$245K +$3.45K +20 +2%
C
3104
Covestor
United Kingdom
$245K -$16.5K -96 -7%
SCA
3105
Sandy Cove Advisors
Massachusetts
$244K +$231K +1,341 New
WWP
3106
Waypoint Wealth Partners
California
$244K +$231K +1,340 New
RA
3107
Riverstone Advisors
Texas
$244K +$517 +3 +0.2%
WFA
3108
Websterrogers Financial Advisors
South Carolina
$243K
FWM
3109
FSA Wealth Management
Massachusetts
$243K +$29.8K +173 +15%
TWM
3110
Triton Wealth Management
Arizona
$243K +$34.6K +201 +16%
CCMI
3111
Creative Capital Management Investments
California
$242K
YWS
3112
Yarger Wealth Strategies
Ohio
$242K +$5.69K +33 +3%
VCG
3113
Vantage Consulting Group
Virginia
$242K -$40.8K -237 -15%
JJBC
3114
James J. Burns & Company
New York
$242K -$12.9K -75 -5%
KA
3115
Kozak & Associates
Colorado
$242K -$7.24K -42 -3%
LFP
3116
Lakeshore Financial Planning
Michigan
$241K +$689 +4 +0.3%
CCM
3117
Copeland Capital Management
Pennsylvania
$241K -$20K -116 -8%
GCA
3118
Gradient Capital Advisors
California
$241K +$5K +29 +2%
WWP
3119
Walden Wealth Partners
Ohio
$240K
AWM
3120
Abound Wealth Management
Tennessee
$240K -$34K -197 -13%
I
3121
IMPACTfolio
Colorado
$240K
SHWM
3122
Smith & Howard Wealth Management
Georgia
$239K
MC
3123
Mathes Company
New York
$239K
NC
3124
Napatree Capital
Rhode Island
$239K +$253K +1,468 New
BWA
3125
Bordeaux Wealth Advisors
California
$239K -$62K -360 -22%

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.