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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$312M -$1.01M -13,293 -0.4%
JP Morgan Chase
52
JP Morgan Chase
New York
$309M +$8.34M +109,529 +3%
TA
53
Teachers Advisors
New York
$308M +$91.9M +1,207,654 +54%
PPA
54
Parametric Portfolio Associates
Washington
$304M +$14.4M +188,933 +6%
Principal Financial Group
55
Principal Financial Group
Iowa
$294M -$15.4M -202,826 -6%
CS
56
Credit Suisse
Switzerland
$291M -$14.7M -192,552 -6%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283M -$9.38M -123,176 -4%
EVM
58
Eaton Vance Management
Massachusetts
$276M +$29.3M +385,198 +14%
US Bancorp
59
US Bancorp
Minnesota
$260M -$1.14M -14,941 -0.5%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$255M +$186M +2,448,090 +582%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$249M -$4.25M -55,811 -2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$247M -$2.29M -30,086 -1%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$243M +$47.2M +620,146 +29%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$241M +$41.8M +549,200 +25%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$239M -$19.2M -252,200 -9%
Asset Management One
66
Asset Management One
Japan
$232M -$108K -1,425 -0.1%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$225M +$10.3M +135,036 +6%
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$220M +$1.71M +22,506 +0.9%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$217M -$1.12M -14,766 -0.6%
Stifel Financial
70
Stifel Financial
Missouri
$207M -$43.1M -565,927 -20%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$206M -$731K -9,600 -0.4%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$196M -$95.5M -1,254,672 -36%
American Century Companies
73
American Century Companies
Missouri
$191M -$18.3M -239,877 -10%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$191M -$84.4M -1,109,237 -34%
USAA
75
United Services Automobile Association
Texas
$189M -$20.2M -264,817 -11%

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.