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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
DS
1651
DRW Securities
Illinois
$2M +$1.61M +9,346 +560%
Dodge & Cox
1652
Dodge & Cox
California
$2M
SIM
1653
Stratos Investment Management
Ohio
$2M -$394K -2,285 -17%
BFA
1654
Beaumont Financial Advisors
Massachusetts
$2M +$11.2K +65 +0.6%
PPWM
1655
Paragon Private Wealth Management
Kentucky
$1.99M +$82K +476 +5%
SSA
1656
Sierra Summit Advisors
Nevada
$1.99M +$5K +29 +0.3%
BMC
1657
Beaton Management Company
Massachusetts
$1.98M +$8.96K +52 +0.5%
PPW
1658
Parcion Private Wealth
Washington
$1.98M +$3.45K +20 +0.2%
KLWA
1659
Kelly Lawrence W & Associates
California
$1.97M -$19.8K -115 -1%
GDP
1660
Great Diamond Partners
Maine
$1.97M +$172 +1 +0%
FLI
1661
Family Legacy Inc
South Carolina
$1.97M -$52.6K -305 -3%
FAM
1662
Formidable Asset Management
Ohio
$1.97M +$912K +5,290 +96%
3IP
1663
3Chopt Investment Partners
Virginia
$1.97M +$257K +1,494 +16%
ESB
1664
Essex Savings Bank
Connecticut
$1.96M
IAS
1665
IMA Advisory Services
Colorado
$1.96M -$174K -1,011 -9%
AWS
1666
Aspen Wealth Strategies
Colorado
$1.96M -$124K -719 -6%
EFG
1667
Everhart Financial Group
Ohio
$1.95M +$700K +4,059 +61%
BCM
1668
Birch Capital Management
Texas
$1.94M -$334K -1,939 -15%
AC
1669
Avestar Capital
New York
$1.93M +$316K +1,834 +21%
NL
1670
NVWM LLC
Pennsylvania
$1.93M -$30.5K -177 -2%
QWM
1671
Quadcap Wealth Management
Texas
$1.93M -$61K -354 -3%
LWL
1672
Leo Wealth LLC
Texas
$1.93M -$1.33M -7,728 -42%
SPWM
1673
Schrum Private Wealth Management
Florida
$1.93M +$445K +2,580 +32%
JIP
1674
Jaffetilchin Investment Partners
Florida
$1.92M -$563K -3,269 -24%
MIA
1675
MMBG Investment Advisors
Florida
$1.92M

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.