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
AWP
676
Ascent Wealth Partners
New York
$11M +$23.1K +134 +0.2%
BC
677
Burney Company
Virginia
$10.9M -$50.2K -291 -0.5%
APIM
678
Agate Pass Investment Management
Washington
$10.9M +$586K +3,401 +6%
FM
679
Foster & Motley
Ohio
$10.9M +$197K +1,145 +2%
HW
680
Hancock Whitney
Mississippi
$10.9M -$519K -3,014 -5%
RMSCM
681
R.M. Sincerbeaux Capital Management
New York
$10.9M
PCA
682
Private Capital Advisors
Connecticut
$10.8M -$43.1K -250 -0.4%
PWLP
683
Prio Wealth Limited Partnership
Massachusetts
$10.8M +$2.63M +15,268 +35%
SFS
684
Sowell Financial Services
Arkansas
$10.8M -$85.8K -498 -0.8%
TCM
685
Tufton Capital Management
Maryland
$10.8M -$67.4K -391 -0.7%
BDA
686
Borer Denton & Associates
Pennsylvania
$10.7M +$120K +694 +1%
TW
687
TrinityPoint Wealth
Connecticut
$10.7M +$113K +653 +1%
O
688
Ossiam
France
$10.7M -$91.5K -531 -0.9%
CI
689
CX Institutional
Indiana
$10.7M +$883K +5,125 +10%
KRSITF
690
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.6M -$799K -4,635 -7%
IWM
691
IHT Wealth Management
Illinois
$10.6M +$221K +1,282 +2%
AIP
692
Ameritas Investment Partners
Nebraska
$10.6M -$702K -4,072 -7%
CCM
693
Coldstream Capital Management
Washington
$10.6M +$516K +2,995 +5%
AOWM
694
Alpha Omega Wealth Management
Virginia
$10.5M -$347K -2,011 -3%
NC
695
Nicholas Company
Wisconsin
$10.5M
SMI
696
Shelter Mutual Insurance
Missouri
$10.5M
EH
697
Equitable Holdings
New York
$10.5M +$579K +3,361 +6%
OHIS
698
Oak Harvest Investment Services
Texas
$10.4M -$180K -1,042 -2%
HIP
699
HUB Investment Partners
Texas
$10.3M -$325K -1,884 -3%
CRC
700
Curi RMB Capital
Illinois
$10.3M +$1.24M +7,175 +14%

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.