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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
401
Tirschwell & Loewy
New York
$9.3M -$64.9K -966 -0.7%
SG Americas Securities
402
SG Americas Securities
New York
$9.26M -$10.7M -159,324 -56%
SIM
403
Sentry Investment Management
Wisconsin
$9.21M -$37.8K -562 -0.4%
RWP
404
RWA Wealth Partners
Massachusetts
$9.2M +$91.8K +1,365 +1%
GAM
405
Griffin Asset Management
New York
$9.12M +$8.46M +125,779 New
1IA
406
1834 Investment Advisors
Wisconsin
$9.03M -$275K -4,095 -3%
DA
407
Dillon & Associates
Michigan
$8.99M -$66.8K -993 -0.8%
DWM
408
Doyle Wealth Management
Florida
$8.98M +$230K +3,427 +3%
FL
409
Fort LP
Maryland
$8.95M +$1.7M +25,275 +26%
SC
410
Scotia Capital
Ontario, Canada
$8.93M +$289K +4,299 +4%
Two Sigma Advisers
411
Two Sigma Advisers
New York
$8.85M +$3.13M +46,600 +62%
CBOA
412
Commonwealth Bank of Australia
Australia
$8.85M +$431K +6,417 +6%
BFM
413
Boston Financial Management
Massachusetts
$8.81M -$295K -4,381 -3%
UB
414
UMB Bank
Missouri
$8.77M +$4.8M +71,326 +144%
WDA
415
Wendell David Associates
New Hampshire
$8.7M -$616K -9,157 -7%
WRF
416
Waddell & Reed Financial
Kansas
$8.69M +$8.06M +119,900 New
BOTW
417
Bank of the West
California
$8.62M -$62.7K -933 -0.8%
COPPSERS
418
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.57M +$403 +6 +0%
PPSG
419
Princeton Portfolio Strategies Group
New Jersey
$8.54M -$469K -6,981 -6%
B
420
Barings
North Carolina
$8.52M -$14.2M -211,709 -64%
WC
421
Whitney & Co
New York
$8.47M +$122K +1,820 +2%
SSWM
422
Smith Salley Wealth Management
North Carolina
$8.46M -$17.9K -267 -0.2%
HAI
423
Hennessy Advisors Inc
California
$8.43M -$356K -5,300 -4%
BAM
424
Bruderman Asset Management
New York
$8.41M +$354K +5,271 +5%
FNBT
425
FineMark National Bank & Trust
Florida
$8.39M -$6.45K -96 -0.1%

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.