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AbbVie

2,002 hedge funds and large institutions have $80.2B invested in AbbVie in 2019 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 858 increasing their positions, 798 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5273 (+21)

5% more capital invested

Capital invested by funds: $76.1B → $80.2B (+$4.1B)

2.12% more ownership

Funds ownership: 69.55%71.67% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 798

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

1% less funds holding

Funds holding: 2,0212,002 (-19)

7% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.75B

Holders
2,002
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
43.9%
Holding in Top 10
73
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+40.38%
% of All Funds
1.6%
New
123
Increased
858
Reduced
798
Closed
124
Calls
$1.63B
Puts
$1.75B
Net Calls
-$116M
Net Calls Change
-$92.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1101
AIMZ Investment Advisors
California
$1.37M -$548 -8 -0%
MRCM
1102
M&R Capital Management
New Jersey
$1.36M -$102K -1,493 -8%
KFC
1103
Klingenstein Fields & Co
New York
$1.36M +$28.9K +422 +2%
SCM
1104
Schnieders Capital Management
California
$1.35M -$425K -6,205 -26%
CIS
1105
Connors Investor Services
Pennsylvania
$1.35M -$319K -4,650 -21%
AIM
1106
Axiom Investment Management
New York
$1.35M -$2.5M -36,521 -67%
BS
1107
Banco Santander
Spain
$1.35M +$348K +5,071 +40%
PIMJS
1108
PKO Investment Management Joint-Stock
Poland
$1.35M
RA
1109
RFG Advisory
Alabama
$1.34M +$107K +1,557 +10%
S
1110
Surevest
California
$1.34M +$174K +2,545 +17%
JWM
1111
JGP Wealth Management
Oregon
$1.34M +$15.9K +232 +1%
PPSG
1112
Princeton Portfolio Strategies Group
New Jersey
$1.34M +$207K +3,021 +21%
PGIM
1113
Pacific Global Investment Management
California
$1.33M -$516K -7,531 -30%
AWM
1114
Avior Wealth Management
Nebraska
$1.33M -$50.3K -734 -4%
SBSB
1115
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.33M +$32.4K +473 +3%
MBT
1116
Montecito Bank & Trust
California
$1.33M -$33K -482 -3%
DWT
1117
Dorsey & Whitney Trust
South Dakota
$1.32M +$239K +3,493 +25%
IAMOG
1118
Investors Asset Management of Georgia
Georgia
$1.32M +$10.3K +150 +0.9%
VC
1119
Vestor Capital
Illinois
$1.32M +$91.5K +1,335 +8%
WA
1120
WESPAC Advisors
California
$1.32M -$722K -10,532 -38%
CWM
1121
CMH Wealth Management
New Hampshire
$1.31M -$150K -2,191 -11%
MWC
1122
MBM Wealth Consultants
Missouri
$1.31M +$13.3K +194 +1%
LJAC
1123
L.J. Altfest & Co
New York
$1.31M +$17.6K +256 +2%
VFA
1124
Valeo Financial Advisors
Indiana
$1.3M +$169K +2,471 +17%
TRCT
1125
Tower Research Capital (TRC)
New York
$1.3M +$1.08M +15,695 +1,020%

ABBV Hedge Fund Activity: Q3 2019 in Review

2,002 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2019, worth a combined $80.2B — up 5.4% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of ABBV and 123 opened new positions — a net loss of 1 holder — while 798 trimmed existing stakes and 858 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1B. The largest seller was Capital Research Global Investors, cutting an estimated $652M.

  • 2,002 institutional investors held AbbVie (ABBV) as of Q3 2019, down from 2,021 in Q2 2019.
  • Funds reported $80.2B of AbbVie stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2019 and 124 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1B added.
  • The largest AbbVie seller in Q3 2019 was Capital Research Global Investors, an estimated $652M sold.

Based on aggregated 13F filings for Q3 2019.