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AbbVie
ABBV

2,001 hedge funds and large institutions have $109B invested in AbbVie in 2017 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 580 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 51

11% more funds holding

Funds holding: 1,798 → 2,001 (+203)

9% more capital invested

Capital invested by funds: $99.5B → $109B (+$9.4B)

3% more funds holding in top 10

Funds holding in top 10: 160 → 164 (+4)

0.29% more ownership

Funds ownership: 70.28% → 70.57% (+0.29%)

34% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.55B

36% less repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 910

Holders
2,001
Holders Change
+203
Holders Change %
+11.29%
% of All Funds
45.37%
Holding in Top 10
164
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.5%
% of All Funds
3.72%
New
275
Increased
580
Reduced
910
Closed
51
Calls
$1.03B
Puts
$1.55B
Net Calls
-$525M
Net Calls Change
-$703M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$610M
2
Jennison Associates
Jennison Associates
New York
+$493M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$377M
4
Goldman Sachs
Goldman Sachs
New York
+$314M
5
BlackRock
BlackRock
New York
+$256M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$418M
2
GCM
Glenview Capital Management
New York
-$375M
3
WIM
Woodford Investment Management
United Kingdom
-$344M
4
Bank of America
Bank of America
North Carolina
-$274M
5
Invesco
Invesco
Georgia
-$268M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
976
New Potomac Partners
Maryland
$2.38M +$2.32M +24,600 New
MHIM
977
MacNealy Hoover Investment Management
Ohio
$2.37M -$98K -1,040 -4%
AWM
978
AE Wealth Management
Kansas
$2.37M -$1.17M -12,396 -34%
SIC
979
Shoker Investment Counsel
Ohio
$2.36M -$98.1K -1,041 -4%
BEAM
980
Baker Ellis Asset Management
Washington
$2.35M -$68.8K -730 -3%
AFM
981
Abbot Financial Management
Massachusetts
$2.35M -$75.4K -800 -3%
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$2.34M -$9.43K -100 -0.4%
APA
983
American Portfolios Advisors
New York
$2.33M +$2.27M +24,070 New
NMIFOAC
984
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.32M – – –
SC
985
Schulhoff & Co
Ohio
$2.31M +$1.89K +20 +0.1%
PAM
986
Paradigm Asset Management
New York
$2.31M +$2.25M +23,900 New
SFG
987
SevenBridge Financial Group
Pennsylvania
$2.29M -$47.2K -501 -2%
HCM
988
HMS Capital Management
Tennessee
$2.29M +$87.2K +925 +4%
CIC
989
Crawford Investment Counsel
Georgia
$2.29M +$111K +1,178 +5%
PA
990
Probity Advisors
Texas
$2.29M -$108K -1,146 -5%
BCFS
991
Butensky & Cohen Financial Security
Florida
$2.29M -$75.7K -803 -3%
WCM
992
Wunderlich Capital Managemnt
Tennessee
$2.28M -$6.97K -74 -0.3%
CC
993
Cadinha & Co
Hawaii
$2.28M -$29.2K -310 -1%
BWM
994
BerganKDV Wealth Management
Minnesota
$2.28M -$202K -2,146 -8%
P
995
Pitcairn
Pennsylvania
$2.28M +$551K +5,849 +33%
HAM
996
Highstreet Asset Management
Ontario, Canada
$2.28M +$349K +3,698 +19%
AFM
997
Andesa Financial Management
Pennsylvania
$2.27M +$2.21M +23,467 New
WG
998
Winton Group
United Kingdom
$2.26M -$19M -201,574 -90%
1SB
999
1ST Source Bank
Indiana
$2.26M -$38.8K -412 -2%
SAM
1000
Strategy Asset Managers
California
$2.26M -$99.1K -1,051 -4%
38 39
40
41 42

ABBV Hedge Fund Activity: Q4 2017 in Review

2,001 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2017, worth a combined $109B — up 9.4% from $99.5B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new ABBV positions and 51 closed out — a net gain of 224 holders — while 580 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $610M. The largest seller was Federated Hermes, cutting an estimated $418M.

  • 2,001 institutional investors held AbbVie (ABBV) as of Q4 2017, up from 1,798 in Q3 2017.
  • Funds reported $109B of AbbVie stock for Q4 2017, up 9.4% quarter-over-quarter.
  • 275 funds opened new AbbVie positions in Q4 2017 and 51 closed out, a net change of +224 holders.
  • The largest AbbVie buyer in Q4 2017 was Fidelity Investments, an estimated $610M added.
  • The largest AbbVie seller in Q4 2017 was Federated Hermes, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2017.