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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
MA
2201
MJP Associates
Connecticut
$892K +$127K +736 +18%
HSWM
2202
Hubbell Strickland Wealth Management
Louisiana
$892K +$3.45K +20 +0.4%
OCPWS
2203
One Charles Private Wealth Services
Massachusetts
$890K +$345 +2 +0%
WA
2204
Wealth Architects
California
$890K +$42.1K +244 +5%
CastleKeep Investment Advisors
2205
CastleKeep Investment Advisors
Connecticut
$888K -$309K -1,792 -27%
OCM
2206
Osterweis Capital Management
California
$887K -$7.75K -45 -0.9%
CG
2207
Corundum Group
Colorado
$886K -$17.6K -102 -2%
AGWCA
2208
Annis Gardner Whiting Capital Advisors
Florida
$886K +$107K +622 +15%
SWA
2209
Sax Wealth Advisors
New Jersey
$885K +$33.3K +193 +4%
NCM
2210
Novare Capital Management
North Carolina
$885K -$283K -1,643 -25%
MWP
2211
Meridian Wealth Partners
Pennsylvania
$884K +$24.3K +141 +3%
JC
2212
JB Capital
Connecticut
$884K +$20.5K +119 +3%
PFP
2213
Paragon Financial Partners
California
$883K +$172 +1 +0%
RWMG
2214
Redwood Wealth Management Group
New Jersey
$883K -$32.7K -190 -4%
BWA
2215
BCU Wealth Advisors
Illinois
$882K +$5.34K +31 +0.6%
ARC
2216
Advisor Resource Council
Texas
$878K +$227K +1,315 +30%
MAM
2217
Montchanin Asset Management
Delaware
$875K +$828K +4,805 New
BWL
2218
Bogart Wealth LLC
Virginia
$875K -$9.48M -55,008 -92%
MI
2219
Motiv8 Investments
Florida
$874K +$87.4K +507 +12%
TFF
2220
The Family Firm
Maryland
$872K +$5.34K +31 +0.7%
WAM
2221
WealthTrust Asset Management
Florida
$870K -$7.41K -43 -0.9%
TC
2222
Trilogy Capital
California
$868K -$2.57M -14,901 -76%
MIM
2223
MTM Investment Management
South Carolina
$866K +$4.14K +24 +0.5%
FFM
2224
Fullerton Fund Management
Singapore
$862K +$816K +4,732 New
MFG
2225
Menard Financial Group
Texas
$861K +$497K +2,885 +156%

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.