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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
KA
3451
Kure Advisory
Minnesota
-$292K -1,884 Closed
JSA
3452
Jacobson & Schmitt Advisors
Wisconsin
-$279K -1,800 Closed
MS
3453
Mizuho Securities
Japan
-$279K -1,800 Closed
RP
3454
Riverwater Partners
Wisconsin
-$266K -1,714 Closed
PIP
3455
Peachtree Investment Partners
Florida
-$263K -1,699 Closed
SFC
3456
SYM Financial Corp
Indiana
-$256K -1,652 Closed
BIA
3457
Bigelow Investment Advisors
Maine
-$255K -1,648 Closed
KFG
3458
Kingdom Financial Group
Arizona
-$255K -1,648 Closed
TA
3459
TKG Advisors
Indiana
-$247K -1,592 Closed
ZF
3460
Zega Financial
Florida
-$240K -1,546 Closed
CCIA
3461
Campbell & Co Investment Adviser
Maryland
-$234K -1,512 Closed
BBW
3462
Blue Barn Wealth
Utah
-$230K -1,482 Closed
ZIMP
3463
Zimmermann Investment Management & Planning
Pennsylvania
-$224K -1,444 Closed
BWFA
3464
Baltimore-Washington Financial Advisors
Maryland
-$221K -1,429 Closed
ORI
3465
Oak Ridge Investments
Illinois
-$221K -1,423 Closed
ILI
3466
Invesco LLC (Illinois)
Illinois
-$207K -1,334 Closed
CWA
3467
Clarus Wealth Advisors
Arizona
-$217K -1,328 Closed
SICM
3468
Sustainable Insight Capital Management
New York
-$201K -1,298 Closed
TFA
3469
Trinity Financial Advisors
Ohio
-$201K -1,298 Closed
CWA
3470
Canvas Wealth Advisors
Kansas
-$207K -1,273 Closed
GG
3471
Greenwood Gearhart
Arkansas
-$195K -1,256 Closed
MFF
3472
Mango Five Family
Nevada
-$155K -1,000 Closed
LIWM
3473
Long Island Wealth Management
New York
-$148K -953 Closed
BDS
3474
Banco de Sabadell
Florida
-$140K -904 Closed
PS
3475
Planned Solutions
California
-$134K -867 Closed

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.