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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
BWAM
826
Boyd Watterson Asset Management
Ohio
$2.56M +$19.5K +284 +0.8%
LNC
827
Lincoln National Corp
Pennsylvania
$2.56M +$345K +5,030 +18%
MHIM
828
MacNealy Hoover Investment Management
Ohio
$2.55M -$257K -3,750 -10%
OFG
829
OmniStar Financial Group
North Carolina
$2.55M +$71.4K +1,042 +3%
KCMRT
830
Kemper Corp Master Retirement Trust
Illinois
$2.53M
CCM
831
Cox Capital Management
Massachusetts
$2.53M +$16.9K +246 +0.7%
WIC
832
Whitegate Investment Counselors
New Hampshire
$2.53M +$114K +1,667 +5%
SAMC
833
Spectrum Asset Management (California)
California
$2.52M +$1.61M +23,475 +239%
KIA
834
KCM Investment Advisors
California
$2.52M -$1.79M -26,081 -44%
NEI
835
Northwest & Ethical Investments
Ontario, Canada
$2.51M +$2.27M +33,084 New
CNBT
836
Canandaigua National Bank & Trust
New York
$2.5M +$130K +1,900 +6%
DMK
837
David M. Knott
$2.5M +$1.5M +21,853 +197%
RMCM
838
Reynders McVeigh Capital Management
Massachusetts
$2.49M +$216K +3,156 +11%
PCM
839
Palisade Capital Management
New Jersey
$2.49M +$471K +6,875 +26%
PI
840
Pettee Investors
Connecticut
$2.49M
DBG
841
De Burlo Group
Massachusetts
$2.48M -$54.8K -800 -2%
MYIA
842
Mount Yale Investment Advisors
Colorado
$2.48M +$89.7K +1,308 +5%
HT
843
HighTower Trust
Texas
$2.47M -$174K -2,533 -7%
JGIA
844
Jackson Grant Investment Advisers
Connecticut
$2.47M -$112K -1,639 -5%
IFS
845
Ifrah Financial Services
Arkansas
$2.47M -$16.2K -236 -0.7%
CVM
846
Cheviot Value Management
California
$2.46M -$12.7K -185 -0.6%
SWM
847
SeaCrest Wealth Management
New York
$2.45M +$174K +2,539 +9%
WPW
848
Waldron Private Wealth
Pennsylvania
$2.45M +$1.73M +25,204 +352%
EIP
849
Ellis Investment Partners
Pennsylvania
$2.45M +$47.6K +694 +2%
EF
850
Empowered Funds
Pennsylvania
$2.44M +$2.21M +32,296 New

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.