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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
WDG
2251
Wealth Dimensions Group
Ohio
$824K +$10.2K +59 +1%
HNB
2252
Hilltop National Bank
Wyoming
$824K +$780K +4,525 New
AF
2253
Advisornet Financial
Minnesota
$824K +$172K +1,000 +28%
LC
2254
Landaas & Company
Wisconsin
$823K -$153K -885 -16%
OIM
2255
Orca Investment Management
Oregon
$821K -$62.9K -365 -7%
RC
2256
Reik & Co
New York
$819K
NAMNJ
2257
NorthStar Asset Management (New Jersey)
New Jersey
$819K +$15.5K +90 +2%
BCG
2258
Breakwater Capital Group
New Jersey
$818K +$93.6K +543 +14%
OBWG
2259
Onyx Bridge Wealth Group
New York
$817K +$23.4K +136 +3%
GCM
2260
Gables Capital Management
Florida
$817K
S
2261
Sachetta
Massachusetts
$816K
CIC
2262
Chase Investment Counsel
Virginia
$816K +$31.2K +181 +4%
CPSAC
2263
Chas P. Smith & Associates (CPS)
Florida
$816K +$173K +1,003 +29%
EA
2264
Everpar Advisors
Oklahoma
$814K -$282K -1,635 -27%
CFA
2265
CWS Financial Advisors
Michigan
$814K -$168K -975 -18%
MCA
2266
Magnolia Capital Advisors
Mississippi
$813K +$248K +1,441 +42%
FA
2267
Financial Advisors
Massachusetts
$810K
TFM
2268
TFC Financial Management
Massachusetts
$808K +$1.55K +9 +0.2%
RBC
2269
Roble Belko & Company
Pennsylvania
$807K +$661K +3,837 +648%
AFA
2270
AA Financial Advisors
Ohio
$806K +$762K +4,424 New
WP
2271
WealthShield Partners
North Carolina
$805K -$43.1K -250 -5%
VCWA
2272
Vanguard Capital Wealth Advisors
Colorado
$804K +$1.03K +6 +0.1%
MF
2273
Manchester Financial
California
$804K +$26.9K +156 +4%
DFA
2274
Davies Financial Advisors
California
$802K +$759K +4,406 New
ACP
2275
Arcus Capital Partners
Georgia
$802K +$139K +808 +22%

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.