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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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$39.3M +$4.7M +27,252 +14%
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$39.1M +$4.82M +27,953 +15%
PCIA
328
Prime Capital Investment Advisors
Kansas
$39M +$2.24M +12,982 +6%
CCM
329
Causeway Capital Management
California
$38.9M -$32.6M -189,253 -47%
BCIM
330
British Columbia Investment Management
British Columbia, Canada
$38.5M +$1.44M +8,340 +4%
NAM
331
Nissay Asset Management
Japan
$38.5M +$31.5K +183 +0.1%
IWA
332
Inspirion Wealth Advisors
Illinois
$38M -$305K -1,769 -0.8%
MAM
333
Martingale Asset Management
Massachusetts
$37.8M -$2.84M -16,483 -7%
RFC
334
Regions Financial Corp
Alabama
$37.5M +$1.27M +7,371 +4%
PTC
335
Philadelphia Trust Company
Pennsylvania
$37.5M +$2.17M +12,597 +7%
ATC
336
Argent Trust Co
Tennessee
$36.8M +$557K +3,233 +2%
AWM
337
AE Wealth Management
Kansas
$36.8M -$22.3M -129,442 -39%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$36.1M -$119K -689 -0.3%
SMDAM
339
Sumitomo Mitsui DS Asset Management
Japan
$36.1M +$1.62M +9,390 +5%
AA
340
ALPS Advisors
Colorado
$35.9M -$4.5M -26,090 -12%
RC
341
RBO & Co
California
$35.8M -$15.7K -91 -0%
CCMIC
342
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$35.8M -$614K -3,561 -2%
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.4M +$1.66M +9,630 +5%
MHIC
344
Marble Harbor Investment Counsel
Massachusetts
$35.4M -$207K -1,199 -0.6%
VHAM
345
Van Hulzen Asset Management
California
$35.1M -$600K -3,483 -2%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$35.1M +$4.17M +24,202 +14%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$35M -$3.38M -19,622 -9%
PP
348
Patten & Patten
Tennessee
$35M -$422K -2,448 -1%
IMPI
349
Ilmarinen Mutual Pension Insurance
Finland
$35M
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$34.9M +$3.42M +19,828 +12%

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.