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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1401
Carroll Financial Associates
North Carolina
$546K +$3.5K +46 +0.8%
ESBC
1402
E.S. Barr & Co
Kentucky
$543K +$28.2K +370 +6%
SFM
1403
Signature Financial Management
Virginia
$538K +$95.2K +1,250 +22%
BPM
1404
Bowling Portfolio Management
Ohio
$536K +$459K +6,031 New
NJBEST
1405
New Jersey Better Educational Savings Trust
New Jersey
$533K -$152K -2,000 -25%
SFG
1406
Sather Financial Group
Texas
$533K
BCA
1407
Bray Capital Advisors
Florida
$530K -$11K -145 -2%
JSL
1408
JT Stratford LLC
Georgia
$527K -$33.9K -445 -7%
PHAM
1409
Palisades Hudson Asset Management
Florida
$527K
MFW
1410
Mosaic Family Wealth
Missouri
$525K +$13.7K +180 +3%
CAM
1411
CMT Asset Management
Illinois
$524K +$449K +5,898 New
LIM
1412
Lathrop Investment Management
Arkansas
$522K
YWP
1413
YorkBridge Wealth Partners
New York
$518K -$2.59K -34 -0.6%
AWE
1414
Avidian Wealth Enterprises
Texas
$517K +$44.5K +584 +11%
IP
1415
Investment Partners
Ohio
$514K +$4.34K +57 +1%
HS
1416
HighVista Strategies
Massachusetts
$507K -$160K -2,100 -27%
LC
1417
LCNB Corp
Ohio
$507K -$9.9K -130 -2%
MCTIC
1418
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$507K
WPA
1419
Winning Points Advisors
Florida
$504K
GIA
1420
Granite Investment Advisors
New Hampshire
$501K +$6.7K +88 +2%
BFA
1421
Beaumont Financial Advisors
Massachusetts
$500K +$1.07K +14 +0.2%
FFA
1422
Fragasso Financial Advisors
Pennsylvania
$499K +$428K +5,618 New
IA
1423
Independence Advisors
Pennsylvania
$496K -$79.7K -1,047 -16%
MIFH
1424
Migdal Insurance & Financial Holdings
Israel
$495K -$102K -1,341 -19%
HIM
1425
Hillsdale Investment Management
Ontario, Canada
$495K +$57.1K +750 +16%

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.