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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
1401
Private Capital Management (Minnesota)
Minnesota
$464K -$188K -2,800 -30%
JSL
1402
JT Stratford LLC
Georgia
$462K -$1.1M -16,384 -72%
BCM
1403
Brown Capital Management
Maryland
$460K +$53.8K +800 +14%
HL
1404
HeadInvest LLC
Maine
$459K +$10.1K +150 +2%
ARM
1405
Adirondack Research & Management
New York
$457K
WFG
1406
Wills Financial Group
Virginia
$456K -$42.6K -633 -9%
AHB
1407
Abner Herrman & Brock
New Jersey
$456K +$1.21K +18 +0.3%
LC
1408
Lourd Capital
California
$454K -$6.32K -94 -1%
LFA
1409
Landmark Financial Advisors
Kentucky
$451K +$202 +3 +0%
BCA
1410
Bray Capital Advisors
Florida
$443K -$269K -4,000 -40%
CFA
1411
Carroll Financial Associates
North Carolina
$435K +$106K +1,573 +35%
SFG
1412
Sather Financial Group
Texas
$435K +$403K +6,000 New
BWFM
1413
Bridgewater Wealth & Financial Management
Maryland
$433K +$31.9K +475 +9%
PHAM
1414
Palisades Hudson Asset Management
Florida
$430K
UFF
1415
USA Financial Formulas
Michigan
$427K +$92K +1,368 +30%
LIM
1416
Lathrop Investment Management
Arkansas
$426K -$3.97K -59 -1%
YWP
1417
YorkBridge Wealth Partners
New York
$425K
LC
1418
LCNB Corp
Ohio
$423K -$6.72K -100 -2%
WIM
1419
Westside Investment Management
California
$423K +$26.9K +400 +7%
EMG
1420
Ellington Management Group
Connecticut
$421K +$128K +1,900 +49%
TC
1421
TFS Capital
Pennsylvania
$421K +$390K +5,802 New
MFW
1422
Mosaic Family Wealth
Missouri
$416K -$16.7K -248 -4%
ESBC
1423
E.S. Barr & Co
Kentucky
$416K +$7.6K +113 +2%
IP
1424
Investment Partners
Ohio
$415K +$7.8K +116 +2%
PFM
1425
Parsec Financial Management
North Carolina
$414K +$11.2K +167 +3%

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.