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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
RFS
3126
Richardson Financial Services
Massachusetts
$238K +$7.75K +45 +4%
PCI
3127
Planning Center Inc
Illinois
$235K +$223K +1,293 New
SF
3128
Safeguard Financial
Wisconsin
$235K +$223K +1,292 New
CFCI
3129
Comprehensive Financial Consultants Institutional
Indiana
$234K +$222K +1,287 New
HIM
3130
Hillsdale Investment Management
Ontario, Canada
$233K +$8.62K +50 +4%
SRA
3131
Secured Retirement Advisors
Minnesota
$233K +$220K +1,277 New
PFM
3132
Peak Financial Management
Massachusetts
$232K +$220K +1,274 New
HWM
3133
Hohimer Wealth Management
Washington
$232K +$219K +1,273 New
SPA
3134
Shore Point Advisors
New Jersey
$230K +$218K +1,263 New
AA
3135
Alesco Advisors
New York
$230K +$217K +1,262 New
CICI
3136
Capital Investment Counsel Inc
North Carolina
$229K +$217K +1,260 New
SPA
3137
Sentinel Pension Advisors
Massachusetts
$229K +$217K +1,259 New
AWM
3138
Allen Wealth Management
North Carolina
$229K +$216K +1,255 New
NEPPG
3139
New England Professional Planning Group
Rhode Island
$228K +$216K +1,254 New
PSP
3140
Pacific Sage Partners
Washington
$228K +$216K +1,253 New
MM
3141
Meridian Management
Arkansas
$228K +$1.03K +6 +0.5%
PF
3142
Penney Financial
Texas
$228K +$216K +1,252 New
SWRP
3143
Summit Wealth & Retirement Planning
California
$228K +$215K +1,250 New
M
3144
Mirova
France
$227K
BAWC
3145
Boyce & Associates Wealth Consulting
Texas
$227K +$215K +1,248 New
FIM
3146
FWL Investment Management
Texas
$227K +$93.1K +540 +76%
KL
3147
KWMG LLC
Kansas
$227K +$214K +1,244 New
VFPI
3148
Vantage Financial Partners (Illinois)
Illinois
$227K +$214K +1,244 New
OWA
3149
Outlook Wealth Advisors
Texas
$226K -$70.3K -408 -25%
AMG
3150
Advisors Management Group
Wisconsin
$226K +$214K +1,242 New

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.