We are live on ! Find out more
ABBV icon

AbbVie

1,997 hedge funds and large institutions have $99.1B invested in AbbVie in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 820 increasing their positions, 831 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 2,0161,997 (-19)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

1% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 831

3.37% less ownership

Funds ownership: 70.95%67.58% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

7% less capital invested

Capital invested by funds: $106B → $99.1B (-$7.4B)

26% less call options, than puts

Call options by funds: $984M | Put options by funds: $1.33B

Holders
1,997
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
45.71%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.93%
New
81
Increased
820
Reduced
831
Closed
82
Calls
$984M
Puts
$1.33B
Net Calls
-$349M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
1051
DeDora Capital
California
$1.92M +$7.42K +76 +0.4%
CAMG
1052
CWA Asset Management Group
Florida
$1.92M +$31K +317 +2%
Assenagon Asset Management
1053
Assenagon Asset Management
Luxembourg
$1.91M -$16.6M -170,144 -89%
AA
1054
ALPS Advisors
Colorado
$1.91M -$205K -2,095 -9%
BCB
1055
Brian C. Broderick
$1.91M -$73.2K -750 -4%
SLA
1056
Silver Lake Advisory
Utah
$1.89M +$31.4K +321 +1%
SA
1057
Strategic Advisors
New York
$1.89M -$2.52M -25,784 -56%
CCM
1058
Cox Capital Management
Massachusetts
$1.87M +$1.97M +20,207 New
BI
1059
Bredin Investment
Delaware
$1.86M
RWA
1060
River Wealth Advisors
Pennsylvania
$1.86M +$209K +2,140 +12%
NPA
1061
Nichols & Pratt Advisers
Massachusetts
$1.86M -$24.4K -250 -1%
MIM
1062
Montgomery Investment Management
Maryland
$1.86M +$21.6K +221 +1%
BOC
1063
Barbara Oil Co
Illinois
$1.85M
KFBMI
1064
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.85M
S
1065
SignatureFD
Georgia
$1.85M +$1.47K +15 +0.1%
HFM
1066
Hartford Financial Management
Connecticut
$1.85M +$1.94M +19,840 +12,400%
ACM
1067
Avalon Capital Management
California
$1.84M -$39.1K -400 -2%
FNFDCM
1068
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.84M -$103K -1,050 -5%
BWL
1069
Bogart Wealth LLC
Virginia
$1.83M +$76.5K +783 +4%
CT
1070
Coastline Trust
Rhode Island
$1.82M +$126K +1,290 +7%
PFSC
1071
Peoples Financial Services Corp
Pennsylvania
$1.82M -$266K -2,725 -12%
JIR
1072
James Investment Research
Ohio
$1.82M +$245K +2,505 +15%
JWBC
1073
J.W. Burns & Co
New York
$1.81M +$9.47K +97 +0.5%
HB
1074
Homrich & Berg
Georgia
$1.81M +$215K +2,199 +13%
TTWM
1075
TCV Trust & Wealth Management
Virginia
$1.81M -$129K -1,318 -6%

ABBV Hedge Fund Activity: Q2 2018 in Review

1,997 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2018, worth a combined $99.1B — down 6.9% from $106B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ABBV and 81 opened new positions — a net loss of 1 holder — while 831 trimmed existing stakes and 820 added.

The largest buyer was Arrowstreet Capital, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $1.1B.

  • 1,997 institutional investors held AbbVie (ABBV) as of Q2 2018, down from 2,016 in Q1 2018.
  • Funds reported $99.1B of AbbVie stock for Q2 2018, down 6.9% quarter-over-quarter.
  • 81 funds opened new AbbVie positions in Q2 2018 and 82 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q2 2018 was Arrowstreet Capital, an estimated $368M added.
  • The largest AbbVie seller in Q2 2018 was Fidelity Investments, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2018.