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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
MCIM
1001
Meadow Creek Investment Management
Georgia
$1.84M -$241K -3,164 -13%
CAM
1002
Cypress Asset Management
Texas
$1.83M -$31.2K -410 -2%
BGC
1003
Blue Granite Capital
South Carolina
$1.82M -$2.42M -31,769 -61%
ECM
1004
Estabrook Capital Management
New York
$1.82M -$30.4K -400 -2%
WCA
1005
Westover Capital Advisors
Delaware
$1.82M +$29.2K +383 +2%
LNC
1006
Lincoln National Corp
Pennsylvania
$1.81M +$34K +447 +2%
IC
1007
Intersect Capital
California
$1.8M +$59.1K +776 +4%
MIM
1008
Montgomery Investment Management
Maryland
$1.79M
NA
1009
NewEdge Advisors
Louisiana
$1.78M -$107K -1,412 -7%
CFMC
1010
Curbstone Financial Management Corp
New Hampshire
$1.78M +$737K +9,681 +93%
CAMG
1011
CWA Asset Management Group
Florida
$1.78M -$3.81K -50 -0.2%
WSC
1012
Wellington Shields & Co
New York
$1.78M +$62.8K +825 +4%
KFBMI
1013
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.78M
BOC
1014
Barbara Oil Co
Illinois
$1.78M
CG
1015
Caprock Group
Idaho
$1.77M -$146K -1,916 -9%
DWT
1016
Dorsey & Whitney Trust
South Dakota
$1.77M -$66.4K -872 -4%
HAM
1017
Highstreet Asset Management
Ontario, Canada
$1.76M +$62K +815 +4%
WA
1018
WESPAC Advisors
California
$1.75M -$96.2K -1,264 -6%
MCP
1019
Mirador Capital Partners
California
$1.74M +$9.44K +124 +0.6%
DRD
1020
Dennis R. Delaney
$1.74M
LF
1021
Lee Financial
Texas
$1.74M -$182K -2,386 -11%
CT
1022
Coastline Trust
Rhode Island
$1.74M +$133K +1,744 +10%
PCM
1023
Perkins Capital Management
Minnesota
$1.74M -$7.61K -100 -0.5%
VSI
1024
Verde Servicos Internacionais
Brazil
$1.73M -$1.01M -13,215 -40%
HB
1025
Homrich & Berg
Georgia
$1.72M +$124K +1,624 +9%

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.