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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
SWMG
801
Signature Wealth Management Group
Georgia
$2.73M -$343 -5 -0%
BO
802
Bank OZK
Arkansas
$2.71M -$8.91K -130 -0.4%
Cerity Partners
803
Cerity Partners
New York
$2.71M +$76.1K +1,110 +3%
CA
804
Cetera Advisors
Colorado
$2.7M +$127K +1,849 +5%
PFC
805
Phocas Financial Corp
California
$2.69M +$2.44M +35,580 New
ZB
806
Zions Bancorporation
Utah
$2.69M +$260K +3,788 +12%
HWA
807
Heritage Way Advisors
Illinois
$2.67M +$102K +1,492 +4%
TSW
808
Thompson Siegel & Walmsley
Virginia
$2.67M +$268K +3,906 +12%
BWL
809
Bogart Wealth LLC
Virginia
$2.67M +$137K +1,998 +6%
HTHT
810
Hemenway Trust Hemenway Trust
New Hampshire
$2.66M -$156K -2,282 -6%
PS
811
Pensionfund Sabic
Netherlands
$2.65M
CCM
812
Compton Capital Management
Rhode Island
$2.65M +$196K +2,860 +9%
TC
813
TownSquare Capital
Utah
$2.65M +$97.8K +1,427 +5%
PJSIMP
814
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.65M -$2.16M -31,503 -47%
KCM
815
Kendall Capital Management
Maryland
$2.65M +$176K +2,570 +8%
PAM
816
Premier Asset Management
Illinois
$2.64M +$351K +5,125 +17%
KRSITF
817
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.64M +$278K +4,051 +13%
GP
818
Greenline Partners
New York
$2.64M +$214K +3,115 +10%
OC
819
Oarsman Capital
Wisconsin
$2.63M +$129K +1,887 +6%
ET
820
Equitable Trust
Tennessee
$2.63M +$978K +14,265 +70%
MA
821
MUFG Americas
New York
$2.62M -$437K -6,368 -16%
P
822
Pitcairn
Pennsylvania
$2.61M +$36.1K +527 +2%
UBV
823
United Bank (Virginia)
Virginia
$2.59M +$104K +1,517 +5%
MCP
824
Mirador Capital Partners
California
$2.57M +$116K +1,687 +5%
KCPG
825
Kavar Capital Partners Group
Kansas
$2.56M +$4.8K +70 +0.2%

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.