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AbbVie

2,021 hedge funds and large institutions have $76.1B invested in AbbVie in 2019 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 905 increasing their positions, 762 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 762

11% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 113

0.08% less ownership

Funds ownership: 69.63%69.55% (-0.08%)

1% less funds holding

Funds holding: 2,0342,021 (-13)

2% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.43B

8% less capital invested

Capital invested by funds: $82.8B → $76.1B (-$6.76B)

15% less funds holding in top 10

Funds holding in top 10: 6152 (-9)

Holders
2,021
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
43.89%
Holding in Top 10
52
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-14.75%
% of All Funds
1.13%
New
125
Increased
905
Reduced
762
Closed
113
Calls
$1.41B
Puts
$1.43B
Net Calls
-$23.5M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1126
Kingsview Wealth Management
Oregon
$1.22M -$199K -2,527 -13%
FPFS
1127
First Personal Financial Services
North Carolina
$1.22M +$8.02K +102 +0.6%
SWA
1128
SFMG Wealth Advisors
Texas
$1.22M +$995K +12,659 +239%
WWM
1129
Windsor Wealth Management
Indiana
$1.21M +$1.05M +13,330 +415%
OBGC
1130
O'Brien Greene & Co
Pennsylvania
$1.21M -$31.2K -397 -2%
WTFG
1131
Wells Trecaso Financial Group
Ohio
$1.21M -$2.36K -30 -0.2%
S
1132
SignatureFD
Georgia
$1.21M +$199K +2,533 +18%
MJP
1133
Michael J. Puzo
$1.21M -$19.6K -250 -1%
PTC
1134
Philadelphia Trust Company
Pennsylvania
$1.21M +$68K +865 +6%
GVAG
1135
Great Valley Advisor Group
Delaware
$1.2M -$317K -4,036 -20%
JAM
1136
Jolley Asset Management
North Carolina
$1.2M +$60K +763 +5%
WCM
1137
Weld Capital Management
New York
$1.2M +$1.3M +16,517 New
PFM
1138
Parsec Financial Management
North Carolina
$1.2M +$306K +3,895 +31%
HIS
1139
Harvest Investment Services
Illinois
$1.19M -$22.6K -288 -2%
FNBTCON
1140
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M -$23.6K -300 -2%
RA
1141
RFG Advisory
Alabama
$1.18M +$193K +2,451 +18%
MA
1142
Mutual Advisors
Nebraska
$1.18M +$215K +2,734 +20%
DPIM
1143
Duff & Phelps Investment Management
Illinois
$1.18M +$13.4K +170 +1%
MTIM
1144
Marathon Trading Investment Management
Pennsylvania
$1.18M +$1.27M +16,220 New
Jones Financial Companies
1145
Jones Financial Companies
Missouri
$1.18M -$19.7K -251 -2%
DI
1146
DAGCO Inc
Ohio
$1.18M -$36.5K -465 -3%
LF
1147
Lee Financial
Texas
$1.18M -$4.72K -60 -0.4%
KLWA
1148
Kelly Lawrence W & Associates
California
$1.18M
SIAP
1149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M -$4.17K -53 -0.3%
WAS
1150
WESPAC Advisors SoCal
California
$1.17M +$459K +5,844 +57%

ABBV Hedge Fund Activity: Q2 2019 in Review

2,021 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2019, worth a combined $76.1B — down 8.2% from $82.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ABBV positions and 113 closed out — a net gain of 12 holders — while 905 added to existing stakes and 762 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Capital Research Global Investors, cutting an estimated $2.86B.

  • 2,021 institutional investors held AbbVie (ABBV) as of Q2 2019, down from 2,034 in Q1 2019.
  • Funds reported $76.1B of AbbVie stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 125 funds opened new AbbVie positions in Q2 2019 and 113 closed out, a net change of +12 holders.
  • The largest AbbVie buyer in Q2 2019 was Fidelity Investments, an estimated $1.06B added.
  • The largest AbbVie seller in Q2 2019 was Capital Research Global Investors, an estimated $2.86B sold.

Based on aggregated 13F filings for Q2 2019.