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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
CBN
1076
Cadence Bank NA
Texas
$1.5M +$2.66K +35 +0.2%
DLA
1077
Douglas Lane & Associates
New York
$1.5M -$36.2K -475 -3%
CAL
1078
Capital Analysts LLC
Pennsylvania
$1.5M +$59.6K +783 +5%
PPCM
1079
Pillar Pacific Capital Management
California
$1.5M +$420K +5,520 +49%
SIAP
1080
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.49M -$49.5K -650 -4%
SBWIC
1081
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.49M +$30.4K +400 +2%
MC
1082
Marcus Capital
Illinois
$1.49M -$761K -10,000 -37%
SI
1083
SII Investments
Wisconsin
$1.48M +$16.1K +211 +1%
NC
1084
NewSquare Capital
Pennsylvania
$1.48M +$304 +4 +0%
MC
1085
Miles Capital
Iowa
$1.47M -$76.9K -1,010 -6%
CL
1086
Choreo LLC
Illinois
$1.47M -$62.9K -826 -5%
CCA
1087
Cobblestone Capital Advisors
New York
$1.46M +$113K +1,478 +10%
SAM
1088
Security Asset Management
New York
$1.46M
RC
1089
RegentAtlantic Capital
New Jersey
$1.45M +$5.63K +74 +0.5%
SLF
1090
Sun Life Financial
Ontario, Canada
$1.45M +$112K +1,469 +10%
IAS
1091
IMA Advisory Services
Colorado
$1.45M +$152 +2 +0%
EP
1092
Elkfork Partners
Oregon
$1.45M -$189K -2,486 -13%
IB
1093
Intrust Bank
Kansas
$1.45M +$44K +578 +4%
JWBC
1094
J.W. Burns & Co
New York
$1.44M -$20.9K -275 -2%
HAIM
1095
Hunter Associates Investment Management
Pennsylvania
$1.44M -$3.81K -50 -0.3%
Loomis, Sayles & Company
1096
Loomis, Sayles & Company
Massachusetts
$1.44M -$493K -6,473 -29%
CGT
1097
Capital Guardian Trust
California
$1.43M +$1.23M +16,100 New
CCG
1098
Ceeto Capital Group
Florida
$1.42M +$1.22M +16,000 New
PTC
1099
Provident Trust Company
Wisconsin
$1.42M
SC
1100
Searle & Co
Connecticut
$1.42M +$6.24K +82 +0.5%

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.