We are live on ! Find out more
ABBV icon

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
PSF
3201
Pacific Sun Financial
California
$207K +$196K +1,136 New
PWMG
3202
Private Wealth Management Group
New Jersey
$206K -$5.86K -34 -3%
BCM
3203
Brooktree Capital Management
Michigan
$206K -$606K -3,517 -76%
BWM
3204
BNC Wealth Management
Oregon
$205K +$194K +1,126 New
SIA
3205
Sage Investment Advisers
New York
$205K -$79.1K -459 -29%
LWP
3206
Laurel Wealth Planning
Minnesota
$205K +$194K +1,128 New
KNFPWM
3207
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205K +$194K +1,125 New
CM
3208
Capula Management
Cayman Islands
$204K +$193K +1,121 New
DDPIC
3209
Deroy & Devereaux Private Investment Counsel
Michigan
$204K +$193K +1,121 New
BEW
3210
Burton Enright Welch
California
$204K -$116K -671 -38%
NED
3211
Nancy E. Dempze
$203K +$192K +1,113 New
SC
3212
Solstein Capital
California
$202K -$40.5K -235 -17%
BDF
3213
Black Diamond Financial
Maryland
$202K
PCG
3214
PFC Capital Group
California
$202K +$191K +1,110 New
CJL
3215
Cyrus J. Lawrence
New York
$202K +$192K +1,114 New
BONST
3216
Bank of Nova Scotia Trust
Ontario, Canada
$201K +$190K +1,104 New
WPW
3217
Watershed Private Wealth
Illinois
$201K +$190K +1,104 New
OIAM
3218
OFI Invest Asset Management
France
$200K
AF
3219
Aldebaran Financial
$200K +$190K +1,100 New
UBG
3220
United Bank (Georgia)
Georgia
$200K +$189K +1,099 New
VCP
3221
Vista Capital Partners
Oregon
$200K +$189K +1,099 New
FCG
3222
Financial Connections Group
California
$200K +$8.27K +48 +5%
SA
3223
Scarborough Advisors
Maryland
$199K +$5.69K +33 +3%
BFP
3224
Briaud Financial Planning
Texas
$189K +$179K +1,037 New
NIC
3225
Northwest Investment Counselors
Oregon
$188K +$178K +1,031 New

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.