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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
GWM
726
Geneos Wealth Management
Colorado
$3.7M -$327K -4,295 -9%
VFA
727
Voya Financial Advisors
Connecticut
$3.69M -$988K -12,984 -24%
PCA
728
Private Capital Advisors
Connecticut
$3.68M -$15.2K -200 -0.5%
KCMRT
729
Kemper Corp Master Retirement Trust
Illinois
$3.67M
DIP
730
DT Investment Partners
Pennsylvania
$3.66M +$1.12M +14,700 +56%
CAN
731
Cetera Advisor Networks
California
$3.65M -$124K -1,624 -4%
CCM
732
Catawba Capital Management
Virginia
$3.64M -$2.51K -33 -0.1%
CA
733
Clearstead Advisors
Ohio
$3.64M -$23K -302 -0.7%
HCM
734
Highbridge Capital Management
New York
$3.63M +$2.38M +31,230 +324%
WSFS
735
Wilmington Savings Fund Society
Delaware
$3.62M -$64.2K -843 -2%
WA
736
WP Advisors
California
$3.62M -$32.5K -427 -1%
ACP
737
Aviance Capital Partners
Florida
$3.6M -$408K -5,355 -12%
MIP
738
Marietta Investment Partners
Wisconsin
$3.6M +$590K +7,750 +24%
CCM
739
Coldstream Capital Management
Washington
$3.59M +$325K +4,264 +12%
PI
740
PineBridge Investments
New York
$3.58M +$1.05M +13,763 +52%
HKIM
741
Hayek Kallen Investment Management
Alabama
$3.56M -$125K -1,640 -4%
MCM
742
Matarin Capital Management
New York
$3.56M -$1.72M -22,659 -36%
NSEDCP
743
NJ State Employees Deferred Compensation Plan
New Jersey
$3.55M
CBU
744
CIBC Bank USA
Illinois
$3.55M +$105K +1,383 +4%
ECM
745
Everence Capital Management
Indiana
$3.55M
PL
746
Parthenon LLC
Kentucky
$3.55M -$228K -3,000 -7%
HCA
747
Horan Capital Advisors
Ohio
$3.52M -$3.88K -51 -0.1%
SG Americas Securities
748
SG Americas Securities
New York
$3.52M -$6.7M -88,045 -69%
AIM
749
Assured Investment Management
New York
$3.52M +$2.82M +37,040 +1,473%
HCM
750
Hodges Capital Management
Texas
$3.51M -$949K -12,464 -24%

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.