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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
FCM
1701
Fortis Capital Management
Washington
$1.86M +$40.8K +237 +2%
SIA
1702
Strategic Investment Advisors
Michigan
$1.86M +$7.75K +45 +0.4%
PCM
1703
Princeton Capital Management
New Jersey
$1.86M -$12.9K -75 -0.7%
LAM
1704
Lewis Asset Management
California
$1.85M -$134K -776 -7%
CFP
1705
Catalyst Financial Partners
Massachusetts
$1.84M +$54.5K +316 +3%
MW
1706
Marcum Wealth
Ohio
$1.83M -$106K -616 -6%
SFG
1707
Summit Financial Group
West Virginia
$1.83M -$12.1K -70 -0.7%
EWA
1708
Etesian Wealth Advisors
Oregon
$1.83M -$186K -1,080 -10%
IIC
1709
Ironwood Investment Counsel
Arizona
$1.83M -$61.5K -357 -3%
EIP
1710
Easterly Investment Partners
Massachusetts
$1.83M -$1.79M -10,363 -51%
MBTD
1711
Mechanics Bank - Trust Department
California
$1.83M -$217K -1,260 -11%
CCM
1712
Cohen Capital Management
California
$1.83M
SAM
1713
SignalPoint Asset Management
Missouri
$1.82M +$8.62K +50 +0.5%
AAM
1714
Ascension Asset Management
New York
$1.82M +$1.73M +10,012 New
HGERS
1715
Householder Group Estate & Retirement Specialist
Arizona
$1.82M -$98.9K -574 -5%
CSB
1716
City State Bank
Iowa
$1.82M +$14K +81 +0.8%
MSR
1717
Main Street Research
Connecticut
$1.82M -$29.3K -170 -2%
BIG
1718
Brooklyn Investment Group
New York
$1.82M +$45.5K +264 +3%
WMA
1719
West Michigan Advisors
Michigan
$1.81M +$70.8K +411 +4%
DCM
1720
Delta Capital Management
New Jersey
$1.8M
FFA
1721
First Foundation Advisors
California
$1.8M +$131K +760 +8%
WPA
1722
West Paces Advisors
Georgia
$1.79M -$52.7K -306 -3%
MAP
1723
Moody Aldrich Partners
Massachusetts
$1.79M +$55.3K +321 +3%
RZH
1724
Relyea Zuckerberg Hanson
Connecticut
$1.79M +$92K +534 +6%
TIA
1725
Traphagen Investment Advisors
New Jersey
$1.79M +$16.9K +98 +1%

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.