We are live on ! Find out more
ABBV icon

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
SFSG
1326
Stearns Financial Services Group
North Carolina
$813K -$84.1K -1,227 -10%
MBTD
1327
Mechanics Bank - Trust Department
California
$813K +$412K +6,015 +128%
RCAG
1328
Rehmann Capital Advisory Group
Michigan
$811K -$79.6K -1,161 -10%
WIM
1329
Waverton Investment Management
United Kingdom
$809K -$98.4K -1,435 -12%
CL
1330
Choreo LLC
Illinois
$809K -$74K -1,079 -9%
AA
1331
Apriem Advisors
California
$805K -$5.73M -83,540 -89%
SG
1332
StoneX Group
New York
$804K +$37.5K +547 +5%
MMM
1333
Mendel Money Management
Illinois
$802K +$13.7K +200 +2%
ACM
1334
Allred Capital Management
Texas
$801K -$8.3K -121 -1%
IIC
1335
Integrated Investment Consultants
Michigan
$797K -$13.7K -200 -2%
FMTCOCP
1336
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$797K +$58.3K +850 +9%
TA
1337
TFG Advisers
Michigan
$796K -$4.32K -63 -0.6%
BRWM
1338
B. Riley Wealth Management
Tennessee
$796K +$69.5K +1,014 +11%
NCM
1339
Nelson Capital Management
California
$781K +$68.6K +1,000 +11%
KA
1340
KLCM Advisors
Wisconsin
$780K +$17.1K +250 +2%
BSAM
1341
Blue Square Asset Management
New York
$780K +$706K +10,299 New
JFA
1342
JNBA Financial Advisors
Minnesota
$777K -$19.9K -290 -3%
OAM
1343
Occidental Asset Management
California
$776K +$177K +2,581 +34%
GSWM
1344
Golden State Wealth Management
California
$776K +$440K +6,411 +167%
PCA
1345
Personal Capital Advisors
California
$774K +$69 +1 +0%
AAM
1346
American Asset Management
Florida
$774K +$343K +5,010 +96%
IC
1347
InterOcean Capital
Illinois
$773K +$38.5K +561 +6%
ALAM
1348
Asahi Life Asset Management
Japan
$773K +$96.7K +1,410 +16%
PR
1349
Payden & Rygel
California
$772K
CNB
1350
Camden National Bank
Maine
$771K +$41K +598 +6%

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.