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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
ZCA
926
Zeke Capital Advisors
Pennsylvania
$2.27M +$885K +11,626 +84%
WAM
927
Wealthspire Advisors (Maryland)
Maryland
$2.26M -$61.1K -802 -3%
SIC
928
Shoker Investment Counsel
Ohio
$2.26M -$23.7K -311 -1%
11A
929
10-15 Associates
New York
$2.26M +$10K +132 +0.5%
PGIM
930
Pacific Global Investment Management
California
$2.26M -$35.6K -468 -2%
PCMI
931
Princeton Capital Management Inc
New Jersey
$2.25M +$460K +6,038 +31%
LIC
932
Lodestar Investment Counsel
Illinois
$2.25M +$118K +1,550 +7%
GHCM
933
Glen Harbor Capital Management
California
$2.24M -$292K -3,842 -13%
IH
934
IFC Holdings
Florida
$2.23M -$152K -1,999 -7%
FNFDCM
935
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.23M -$3.81K -50 -0.2%
BEAM
936
Baker Ellis Asset Management
Washington
$2.23M
HCMT
937
Highland Capital Management (Tennessee)
Tennessee
$2.22M +$744K +9,769 +64%
JIM
938
Jupiter Investment Management
United Kingdom
$2.21M +$510K +6,700 +37%
HHAA
939
Henry H. Armstrong Associates
Pennsylvania
$2.21M -$33.8K -444 -2%
ACM
940
Avalon Capital Management
California
$2.2M -$64.7K -850 -3%
PA
941
Probity Advisors
Texas
$2.2M -$22.3K -293 -1%
Kovitz Investment Group Partners
942
Kovitz Investment Group Partners
Illinois
$2.2M -$83.7K -1,100 -4%
STMM
943
South Texas Money Management
Texas
$2.19M +$117K +1,531 +7%
WSTAM
944
Wilbanks Smith & Thomas Asset Management
Virginia
$2.19M -$91K -1,195 -5%
BCFS
945
Butensky & Cohen Financial Security
Florida
$2.17M -$392K -5,150 -17%
SAM
946
Strategy Asset Managers
California
$2.17M -$11.6K -153 -0.6%
PIMJS
947
PKO Investment Management Joint-Stock
Poland
$2.17M +$865K +11,359 +87%
BAM
948
Belpointe Asset Management
Nevada
$2.16M +$1.85M +24,297 New
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$2.16M -$7.61K -100 -0.4%
SFG
950
SevenBridge Financial Group
Pennsylvania
$2.15M +$62.3K +819 +4%

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.