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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
MCM
2401
Magnolia Capital Management
New York
$671K
NRI
2402
NFP Retirement Inc
California
$670K +$17.2K +100 +3%
LFGO
2403
Legacy Financial Group (Oklahoma)
Oklahoma
$670K +$34.1K +198 +6%
VFP
2404
Verus Financial Partners
Virginia
$669K +$862 +5 +0.1%
QFA
2405
Quantum Financial Advisors
California
$668K +$173K +1,005 +38%
CPC
2406
Congress Park Capital
New York
$667K -$5.17K -30 -0.8%
SAI
2407
Savvy Advisors Inc
New York
$663K +$232K +1,346 +59%
DIM
2408
Delta Investment Management
California
$662K -$68.8K -399 -10%
EE
2409
EWG Elevate
California
$661K +$9.65K +56 +2%
BG
2410
Bollard Group
Massachusetts
$660K -$41.9K -243 -6%
PIA
2411
Perennial Investment Advisors
California
$659K +$31.2K +181 +5%
NRC
2412
New Republic Capital
North Carolina
$658K +$13.6K +79 +2%
EP
2413
Eudaimonia Partners
Tennessee
$657K -$35.7K -207 -5%
PBO
2414
Peoples Bank (Ohio)
Ohio
$657K +$29.1K +169 +5%
LSIA
2415
LaSalle St. Investment Advisors
Illinois
$657K +$52.4K +304 +8%
GKWIM
2416
Gerber Kawasaki Wealth & Investment Management
California
$656K +$10.5K +61 +2%
FHC
2417
Forest Hill Capital
Arkansas
$656K
LFA
2418
Livelsberger Financial Advisory
Ohio
$655K +$2.93K +17 +0.4%
AA
2419
Auxano Advisors
Washington
$655K +$226K +1,313 +57%
CCM
2420
Crew Capital Management
Ohio
$653K +$225K +1,306 +57%
OL
2421
Optas LLC
Texas
$652K +$61.2K +355 +11%
WAG
2422
Winthrop Advisory Group
Massachusetts
$652K +$13.4K +78 +2%
VCS
2423
Vaughan & Co Securities
New Jersey
$651K -$67.2K -390 -10%
NFA
2424
Northern Financial Advisors
Michigan
$651K -$3.45K -20 -0.6%
BWM
2425
BigSur Wealth Management
Florida
$650K -$726K -4,212 -54%

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.