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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
FTIS
851
First Trust Investment Solutions
Florida
$7.16M +$308K +1,785 +5%
JIR
852
James Investment Research
Ohio
$7.14M -$251K -1,454 -4%
RWM
853
Ritholtz Wealth Management
New York
$7.14M +$485K +2,817 +8%
BL
854
Balentine LLC
Georgia
$7.13M +$577K +3,348 +9%
SIC
855
Sigma Investment Counselors
Michigan
$7.13M -$195K -1,130 -3%
MA
856
Menlo Advisors
California
$7.12M +$246K +1,430 +4%
HCM
857
Hutner Capital Management
Vermont
$7.11M +$1.21K +7 +0%
NW
858
NewEdge Wealth
Pennsylvania
$7.11M -$373K -2,164 -5%
WW
859
Windle Wealth
Oklahoma
$7.1M -$229K -1,327 -3%
TIM
860
Thompson Investment Management
Wisconsin
$7.09M -$63.3K -367 -0.9%
DAM
861
Delta Asset Management
Tennessee
$7.08M -$140K -810 -2%
TYCC
862
Texas Yale Capital Corp
Florida
$7.06M +$8.62K +50 +0.1%
SIG
863
Sky Investment Group
Connecticut
$7.04M -$60.3K -350 -0.9%
SSB
864
Sandy Spring Bank
Maryland
$7.03M -$234K -1,358 -3%
CI
865
Capital International
California
$7.02M +$4.09M +23,718 +160%
TFA
866
Toth Financial Advisory
Virginia
$7.02M -$22.7K -132 -0.3%
LSAG
867
Lake Street Advisors Group
New Hampshire
$7M +$63.9K +371 +1%
HA
868
Herold Advisors
New York
$6.98M -$74.6K -433 -1%
NF
869
Nikulski Financial
Iowa
$6.98M -$66K -383 -1%
NAM
870
NTV Asset Management
West Virginia
$6.96M +$64.8K +376 +1%
CNBTD
871
Citizens National Bank Trust Department
Mississippi
$6.95M -$109K -635 -2%
TBA
872
Tower Bridge Advisors
Pennsylvania
$6.94M -$618K -3,583 -9%
SFM
873
Sphera Funds Management
Israel
$6.92M -$1.38M -8,000 -17%
IFG
874
Independent Financial Group
California
$6.91M +$275K +1,596 +4%
CIC
875
Carnegie Investment Counsel
Ohio
$6.9M -$103K -600 -2%

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.