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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
BPWA
1301
Beacon Pointe Wealth Advisors
California
$882K -$281K -4,105 -26%
MC
1302
MRJ Capital
New York
$879K +$797K +11,620 New
WMSA
1303
Weiss Multi-Strategy Advisers
New York
$878K -$919K -13,407 -54%
FA
1304
FMA Advisory
Pennsylvania
$878K +$68.5K +999 +9%
SWA
1305
Stratos Wealth Advisors
Ohio
$869K +$16K +233 +2%
SCM
1306
Southport Capital Management
Tennessee
$867K +$53.9K +786 +7%
DBRC
1307
D.B. Root & Company
Pennsylvania
$866K +$46.9K +684 +6%
LWM
1308
Lenox Wealth Management
Ohio
$864K +$783K +11,416 New
PMFA
1309
Plante Moran Financial Advisors
Michigan
$862K -$50.6K -738 -6%
GLA
1310
Good Life Advisors
Pennsylvania
$859K +$28.4K +414 +4%
SWM
1311
SVA Wealth Management
Wisconsin
$858K +$65.7K +959 +9%
BDWM
1312
Brewin Dolphin Wealth Management
Ireland
$854K +$30.9K +450 +4%
BWM
1313
BT Wealth Management
Georgia
$854K
FFA
1314
First Foundation Advisors
California
$846K +$3.5K +51 +0.5%
EWM
1315
Evermay Wealth Management
Virginia
$842K -$119K -1,738 -14%
PTB
1316
Pioneer Trust Bank
Oregon
$839K -$1.69M -24,665 -69%
VC
1317
Vicus Capital
Pennsylvania
$837K +$28.1K +410 +4%
PWAP
1318
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$835K -$27.7K -404 -4%
GP
1319
Girard Partners
Pennsylvania
$832K -$75.9K -1,107 -9%
CIM
1320
CIM Investment Management
Pennsylvania
$826K -$75.6K -1,103 -9%
NFC
1321
Northeast Financial Consultants
Connecticut
$826K +$9.32K +136 +1%
MMPW
1322
Mitchell McLeod Pugh & Williams
Alabama
$825K +$69 +1 +0%
MWM
1323
Mission Wealth Management
California
$825K +$11.8K +172 +2%
CAN
1324
Claraphi Advisory Network
United States
$823K -$17.1K -250 -2%
RTC
1325
Riverview Trust Company
Washington
$815K -$340K -4,962 -32%

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.