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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
ATFA
1251
All Terrain Financial Advisors
Minnesota
$1.18M +$5.96K +61 +0.5%
VFA
1252
Valeo Financial Advisors
Indiana
$1.18M +$57.8K +592 +5%
OIA
1253
OneDigital Investment Advisors
Kansas
$1.17M -$143K -1,462 -10%
ACM
1254
Argyle Capital Management
Pennsylvania
$1.17M
GCP
1255
GSA Capital Partners
United Kingdom
$1.17M -$4.33M -44,366 -78%
HFA
1256
Huber Financial Advisors
Illinois
$1.17M +$478K +4,895 +63%
ATC
1257
Adirondack Trust Company
New York
$1.17M +$39.1K +400 +3%
IIC
1258
Integrated Investment Consultants
Michigan
$1.16M -$19.8K -203 -2%
Kovitz Investment Group Partners
1259
Kovitz Investment Group Partners
Illinois
$1.16M -$52.7K -540 -4%
DT
1260
Diversified Trust
Tennessee
$1.16M -$3.61K -37 -0.3%
SC
1261
SouthState Corp
Florida
$1.15M -$103K -1,050 -8%
MWNA
1262
Marshall Wace North America
New York
$1.15M +$146K +1,494 +14%
AWM
1263
Aries Wealth Management
Maine
$1.15M -$92.8K -950 -7%
WIA
1264
Westbourne Investment Advisors
Maryland
$1.14M -$53.7K -550 -4%
LAIC
1265
Lederer & Associates Investment Counsel
California
$1.14M -$1.47K -15 -0.1%
FGP
1266
Foyston, Gordon, & Payne
Ontario, Canada
$1.14M
CA
1267
Calton & Associates
Florida
$1.14M -$1.07M -10,940 -47%
NFG
1268
Nadler Financial Group
Illinois
$1.13M +$114K +1,167 +11%
VNA
1269
Valley National Advisers
Pennsylvania
$1.13M -$25.8K -264 -2%
AAM
1270
AR Asset Management
California
$1.13M
CG
1271
Caprock Group
Idaho
$1.13M -$419K -4,288 -26%
DJSG
1272
D.J. St. Germain
Massachusetts
$1.13M +$167K +1,712 +16%
TPWA
1273
TRUE Private Wealth Advisors
Oregon
$1.13M +$228K +2,339 +24%
PL
1274
Perpetual Ltd
Australia
$1.13M -$469K -4,800 -28%
WP
1275
WMS Partners
Maryland
$1.13M +$252K +2,577 +27%

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.