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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
OPCM
901
Osborne Partners Capital Management
California
$2.2M -$13.8K -202 -0.7%
NWP
902
Northstar Wealth Partners
Connecticut
$2.19M -$3.15K -46 -0.2%
AAS
903
Avantax Advisory Services
Texas
$2.19M +$142K +2,071 +8%
CA
904
Clearstead Advisors
Ohio
$2.19M -$206K -3,009 -9%
AA
905
Altman Advisors
Illinois
$2.19M +$33.7K +492 +2%
HAM
906
Harber Asset Management
North Carolina
$2.18M +$1.97M +28,771 New
BMA
907
Brooks Moore & Associates
Tennessee
$2.17M +$543K +7,924 +38%
RT
908
Rockland Trust
Massachusetts
$2.17M +$658K +9,595 +48%
MIC
909
Meridian Investment Counsel
California
$2.17M +$238K +3,475 +14%
AAM
910
Auxier Asset Management
Oregon
$2.17M +$686 +10 +0%
MCA
911
Morris Capital Advisors
Pennsylvania
$2.16M -$163K -2,376 -8%
BUB
912
BBVA USA Bancshares
Texas
$2.16M -$54.2K -791 -3%
OIA
913
OneDigital Investment Advisors
Kansas
$2.16M -$382K -5,579 -16%
WKWM
914
Walter & Keenan Wealth Management
Indiana
$2.15M +$116K +1,696 +6%
BHIA
915
Birch Hill Investment Advisors
Massachusetts
$2.15M -$4.25K -62 -0.2%
WIA
916
Wealthstreet Investment Advisors
Texas
$2.15M
HH
917
Hilltop Holdings
Texas
$2.15M +$13.9K +203 +0.7%
PL
918
Parthenon LLC
Kentucky
$2.14M -$5.28K -77 -0.3%
SAM
919
Smithbridge Asset Management
Pennsylvania
$2.14M -$34.3K -500 -2%
ACS
920
Archford Capital Strategies
Illinois
$2.14M +$2.06K +30 +0.1%
LCM
921
Liberty Capital Management
Michigan
$2.13M +$6.31K +92 +0.3%
TBNY
922
Trustco Bank (New York)
New York
$2.13M -$32.9K -480 -2%
EFS
923
Essex Financial Services
Connecticut
$2.13M -$35.5K -518 -2%
BIM
924
Baldwin Investment Management
Pennsylvania
$2.12M +$53.1K +775 +3%
CCM
925
Covington Capital Management
California
$2.12M +$83.6K +1,219 +5%

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.