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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
3151
Melfa Wealth Management
Massachusetts
$226K +$214K +1,240 New
CM
3152
Capital Management
Virginia
$225K +$213K +1,235 New
CAM
3153
Crestone Asset Management
Colorado
$225K +$213K +1,235 New
RA
3154
Rise Advisors
New York
$225K +$161K +933 +311%
JTWM
3155
Jackson Thornton Wealth Management
Alabama
$224K +$212K +1,231 New
PIFP
3156
Partners in Financial Planning
Virginia
$224K +$212K +1,228 New
TLP
3157
Trinity Legacy Partners
Texas
$223K -$161K -935 -43%
DCM
3158
Dimension Capital Management
Florida
$223K +$211K +1,224 New
BCMO
3159
Buckingham Capital Management (Ohio)
Ohio
$222K -$16.2K -94 -7%
JGUA
3160
John G. Ullman & Associates
New York
$222K +$210K +1,220 New
TWP
3161
Tower Wealth Partners
Pennsylvania
$222K +$210K +1,220 New
PW
3162
Peninsula Wealth
California
$222K +$210K +1,219 New
EPW
3163
Evergreen Private Wealth
Colorado
$222K +$9.13K +53 +5%
BWCS
3164
Beirne Wealth Consulting Services
Connecticut
$222K -$250K -1,451 -54%
PP
3165
PFS Partners
New Jersey
$222K +$17.8K +103 +9%
KMC
3166
Kirr Marbach & Co
Indiana
$221K +$209K +1,215 New
CASC
3167
Coppell Advisory Solutions Corp
Texas
$221K +$209K +1,212 New
EW
3168
Enzi Wealth
Texas
$220K +$172 +1 +0.1%
CF
3169
Copperwynd Financial
Arizona
$220K -$92.2K -535 -31%
ICM
3170
Intrepid Capital Management
Florida
$219K +$44.1K +256 +27%
GJWM
3171
Gilliland Jeter Wealth Management
Arkansas
$219K -$121K -704 -37%
HWA
3172
Hilltop Wealth Advisors
North Carolina
$219K -$21.5K -125 -9%
HWA
3173
Heartwood Wealth Advisors
Virginia
$219K -$20.3K -118 -9%
WCM
3174
Weaver Capital Management
Georgia
$219K +$207K +1,201 New
LFASL
3175
Lugano Financial Advisors SA (LFA)
Switzerland
$219K

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.