We are live on ! Find out more
ABBV icon

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
W
1351
Wealthquest
Ohio
$741K +$180K +2,295 +29%
AFA
1352
Abacus FCF Advisors
Florida
$739K -$90.8K -1,155 -10%
TTWM
1353
TCV Trust & Wealth Management
Virginia
$738K -$215K -2,740 -21%
RC
1354
Roundview Capital
New Jersey
$738K -$82.8K -1,054 -9%
DE
1355
Day & Ennis
Georgia
$737K +$210K +2,671 +36%
SC
1356
SouthState Corp
Florida
$734K -$118K -1,500 -13%
SG
1357
StoneX Group
New York
$733K +$137K +1,740 +21%
CHAM
1358
Clear Harbor Asset Management
Connecticut
$732K
VCM
1359
Virtue Capital Management
Tennessee
$732K +$791K +10,068 New
KA
1360
KLCM Advisors
Wisconsin
$731K +$3.54K +45 +0.4%
TFS
1361
TrustCore Financial Services
Tennessee
$731K +$637K +8,107 +417%
AMG
1362
Asset Management Group
Connecticut
$730K +$3.22K +41 +0.4%
MGIA
1363
Moneta Group Investment Advisors
Missouri
$729K -$41K -522 -5%
BFG
1364
Beacon Financial Group
Texas
$728K +$151K +1,918 +24%
BWM
1365
BT Wealth Management
Georgia
$727K
PAPAIJV
1366
Paragon Associates & Paragon Associates II Joint Venture
Texas
$727K +$786K +10,000 New
GI
1367
GAMCO Investors
Connecticut
$726K +$95.8K +1,219 +14%
V
1368
VeraBank
Texas
$724K -$16.5K -210 -2%
WAP
1369
Wealthcare Advisory Partners
Pennsylvania
$723K -$39.6K -504 -5%
BJL
1370
Brighton Jones LLC
Washington
$717K +$26.2K +333 +3%
LRPA
1371
L. Roy Papp & Associates
Arizona
$717K +$131K +1,664 +20%
SAMC
1372
Spectrum Asset Management (California)
California
$716K
WWM
1373
Western Wealth Management
Colorado
$715K -$102K -1,295 -12%
CGL
1374
Clarius Group LLC
Washington
$708K +$389K +4,948 +103%
FMTCOCP
1375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$704K +$7.86K +100 +1%

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.