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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
SA
1151
Strategic Advisors
New York
$1.23M +$635K +9,266 +133%
TA
1152
Tiedemann Advisors
New York
$1.23M +$297K +4,333 +37%
KLWA
1153
Kelly Lawrence W & Associates
California
$1.22M
DC
1154
DeDora Capital
California
$1.22M -$407K -5,943 -27%
Jones Financial Companies
1155
Jones Financial Companies
Missouri
$1.22M -$10.8K -157 -1%
RCIM
1156
Russell Clark Investment Management
United Kingdom
$1.21M
SACTSONJ
1157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.21M
PTC
1158
Provident Trust Company
Wisconsin
$1.21M
CCA
1159
Cobblestone Capital Advisors
New York
$1.2M -$134K -1,950 -11%
PL
1160
Polianta Ltd
Jersey
$1.2M +$1.08M +15,800 New
PA
1161
PFG Advisors
Arizona
$1.2M +$30K +437 +3%
IRC
1162
Investors Research Corp
Georgia
$1.19M -$10.3K -150 -0.9%
FNBOO
1163
First National Bank of Omaha
Nebraska
$1.19M -$96K -1,400 -8%
UCMOK
1164
United Capital Management of KS
Kansas
$1.19M +$78.4K +1,143 +8%
CCM
1165
Crossvault Capital Management
Texas
$1.18M
LOAME
1166
Lombard Odier Asset Management (Europe)
United Kingdom
$1.18M
SSWM
1167
Sheets Smith Wealth Management
North Carolina
$1.18M -$240K -3,502 -18%
S
1168
SignatureFD
Georgia
$1.18M -$74K -1,080 -6%
WWM
1169
Windsor Wealth Management
Indiana
$1.18M -$15.1K -220 -1%
PWS
1170
Peloton Wealth Strategists
Indiana
$1.18M +$1.07M +15,562 New
MTC
1171
McDaniel Terry & Co
Texas
$1.18M +$33.7K +492 +3%
SAM
1172
Security Asset Management
New York
$1.17M
KFGK
1173
Keystone Financial Group (Kentucky)
Kentucky
$1.17M +$49.3K +719 +5%
VCM
1174
Vivaldi Capital Management
Illinois
$1.16M -$39.7K -579 -4%
WA1
1175
Wimmer Associates 1
California
$1.16M -$5.14K -75 -0.5%

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.