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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
APF
626
Alaska Permanent Fund
Alaska
$12.8M -$224K -1,297 -2%
ERIM
627
Eagle Ridge Investment Management
Connecticut
$12.8M -$215K -1,245 -2%
AP
628
Americana Partners
Texas
$12.8M -$281K -1,632 -2%
JAFL
629
Jay A. Fishman Ltd
Michigan
$12.8M +$130K +755 +1%
H
630
HoyleCohen
California
$12.7M -$415K -2,407 -3%
SC
631
SouthState Corp
Florida
$12.7M +$276K +1,601 +2%
ECM
632
EagleClaw Capital Management
Massachusetts
$12.7M -$68.9K -400 -0.6%
AWM
633
Axxcess Wealth Management
California
$12.6M -$131K -762 -1%
RRAM
634
River Road Asset Management
Kentucky
$12.6M -$7.89M -45,772 -40%
ICG
635
InterOcean Capital Group
Tennessee
$12.6M -$33.6K -195 -0.3%
CIA
636
Choate Investment Advisors
Massachusetts
$12.5M -$1.07M -6,199 -8%
WIM
637
WealthPlan Investment Management
Nebraska
$12.5M -$177K -1,028 -1%
SBIA
638
Sheaff Brock Investment Advisors
Indiana
$12.5M -$1.03M -5,970 -8%
PCM
639
Palisade Capital Management
New Jersey
$12.4M -$3M -17,424 -20%
APP
640
Avantax Planning Partners
Iowa
$12.4M +$6M +34,843 +105%
ELC
641
Edgar Lomax Company
Virginia
$12.3M +$2.79M +16,194 +31%
DJSG
642
D.J. St. Germain
Massachusetts
$12.3M +$58.6K +340 +0.5%
FCH
643
Freestone Capital Holdings
Washington
$12.3M +$700K +4,059 +6%
WB
644
Webster Bank
Connecticut
$12.3M -$30.2K -175 -0.3%
AWM
645
Apollon Wealth Management
South Carolina
$12.3M +$76.5K +444 +0.7%
IMCOOI
646
Investment Management Corp of Ontario (IMCO)
Canada
$12.2M +$4.47M +25,926 +63%
MYLI
647
Meiji Yasuda Life Insurance
Japan
$12.2M +$1.59M +9,198 +16%
PFS
648
Prospera Financial Services
Texas
$12.2M +$1.18M +6,822 +11%
EGA
649
Eagle Global Advisors
Texas
$12.1M +$10.9M +63,284 +1,919%
CWG
650
Cornerstone Wealth Group
North Carolina
$12M +$6.41M +37,203 +129%

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.