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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
VT
1426
Vise Technologies
New York
$2.86M -$59.3K -344 -2%
SSWM
1427
Sheets Smith Wealth Management
North Carolina
$2.85M -$12.6K -73 -0.5%
GF
1428
Gries Financial
Ohio
$2.85M -$99.3K -576 -4%
MAM
1429
Mystic Asset Management
Rhode Island
$2.85M +$95K +551 +4%
IBOK
1430
Independence Bank of Kentucky
Kentucky
$2.85M +$706K +4,097 +36%
DBIA
1431
Dumont & Blake Investment Advisors
New Jersey
$2.85M -$80.3K -466 -3%
MRCM
1432
M&R Capital Management
New Jersey
$2.84M -$16.2K -94 -0.6%
BF
1433
Blankinship & Foster
California
$2.84M -$24.6K -143 -0.9%
ST
1434
Sentinel Trust
Texas
$2.83M
ECM
1435
Estabrook Capital Management
New York
$2.83M
DRD
1436
Dennis R. Delaney
$2.81M
WA1
1437
Wimmer Associates 1
California
$2.8M -$218K -1,265 -8%
OCAM
1438
Onex Canada Asset Management
Ontario, Canada
$2.78M -$215K -1,246 -8%
PWG
1439
Portside Wealth Group
Utah
$2.78M -$265K -1,539 -9%
PDL
1440
Portfolio Design Labs
California
$2.78M +$1.64M +9,494 +165%
SGI
1441
Summit Global Investments
Utah
$2.75M -$7.4M -42,935 -74%
KFI
1442
Key Financial Inc
Pennsylvania
$2.75M +$55.8K +324 +2%
AWE
1443
Avidian Wealth Enterprises
Texas
$2.75M +$127K +734 +5%
CFGS
1444
Concourse Financial Group Securities
Alabama
$2.72M +$25.7K +149 +1%
BCM
1445
Becker Capital Management
Oregon
$2.72M +$47K +273 +2%
AWM
1446
Aberdeen Wealth Management
Illinois
$2.72M +$259K +1,503 +11%
CFFP
1447
Center for Financial Planning
Michigan
$2.72M +$172K +1,000 +7%
CW
1448
Channel Wealth
California
$2.72M -$583K -3,380 -18%
BPWM
1449
Badgley Phelps Wealth Managers
Washington
$2.72M -$39.6K -230 -2%
MTC
1450
McDaniel Terry & Co
Texas
$2.71M -$467K -2,707 -15%

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.