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AbbVie

2,002 hedge funds and large institutions have $80.2B invested in AbbVie in 2019 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 858 increasing their positions, 798 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5273 (+21)

5% more capital invested

Capital invested by funds: $76.1B → $80.2B (+$4.1B)

2.12% more ownership

Funds ownership: 69.55%71.67% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 798

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

1% less funds holding

Funds holding: 2,0212,002 (-19)

7% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.75B

Holders
2,002
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
43.9%
Holding in Top 10
73
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+40.38%
% of All Funds
1.6%
New
123
Increased
858
Reduced
798
Closed
124
Calls
$1.63B
Puts
$1.75B
Net Calls
-$116M
Net Calls Change
-$92.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
226
Gulf International Bank (UK)
United Kingdom
$26.7M -$141K -2,051 -0.6%
HPC
227
HM Payson & Co
Maine
$26.1M -$1.06M -15,530 -4%
TAM
228
Todd Asset Management
Kentucky
$26M -$46.5K -678 -0.2%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$26M -$5.24M -76,382 -18%
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$25.4M +$421K +6,147 +2%
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$24.7M +$22.3M +325,549 New
XK
232
Xact Kapitalforvaltning
Sweden
$24.2M +$1.5M +21,898 +7%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$23.9M +$3.74M +54,557 +21%
N
234
Natixis
France
$23.8M -$99.6M -1,452,741 -82%
CB
235
Commerce Bank
Missouri
$23.8M +$510K +7,446 +2%
Lord, Abbett & Co
236
Lord, Abbett & Co
New Jersey
$23.8M -$802K -11,700 -4%
ELC
237
Edgar Lomax Company
Virginia
$23.3M -$226K -3,300 -1%
SAM
238
Sawgrass Asset Management
Florida
$22.8M -$11.4M -165,727 -35%
AAM
239
Advisors Asset Management
Colorado
$22.6M +$748K +10,912 +4%
TAM
240
Tocqueville Asset Management
New York
$22.5M +$446K +6,505 +2%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$22.5M +$906K +13,211 +5%
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$22.4M -$132K -1,930 -0.6%
FT
243
Fiduciary Trust
Massachusetts
$22.2M +$170K +2,486 +0.9%
ZIG
244
Zurich Insurance Group
Switzerland
$22.2M +$2.78M +40,614 +16%
MOACM
245
Mutual of America Capital Management
New York
$22M +$300K +4,378 +2%
FNF
246
Fidelity National Financial
Florida
$22M
SI
247
Stephens Inc
Arkansas
$21.9M +$3.31M +48,234 +20%
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.7M +$5.49M +80,055 +39%
RG
249
Renaissance Group
Kentucky
$21.7M -$100K -1,465 -0.5%
Calamos Advisors
250
Calamos Advisors
Illinois
$21.7M +$1.82M +26,601 +10%

ABBV Hedge Fund Activity: Q3 2019 in Review

2,002 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2019, worth a combined $80.2B — up 5.4% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of ABBV and 123 opened new positions — a net loss of 1 holder — while 798 trimmed existing stakes and 858 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1B. The largest seller was Capital Research Global Investors, cutting an estimated $652M.

  • 2,002 institutional investors held AbbVie (ABBV) as of Q3 2019, down from 2,021 in Q2 2019.
  • Funds reported $80.2B of AbbVie stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2019 and 124 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1B added.
  • The largest AbbVie seller in Q3 2019 was Capital Research Global Investors, an estimated $652M sold.

Based on aggregated 13F filings for Q3 2019.