We are live on ! Find out more
ABBV icon

AbbVie

1,997 hedge funds and large institutions have $99.1B invested in AbbVie in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 820 increasing their positions, 831 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 2,0161,997 (-19)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

1% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 831

3.37% less ownership

Funds ownership: 70.95%67.58% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

7% less capital invested

Capital invested by funds: $106B → $99.1B (-$7.4B)

26% less call options, than puts

Call options by funds: $984M | Put options by funds: $1.33B

Holders
1,997
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
45.71%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.93%
New
81
Increased
820
Reduced
831
Closed
82
Calls
$984M
Puts
$1.33B
Net Calls
-$349M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1401
Roundview Capital
New Jersey
$816K -$4.39K -45 -0.5%
SFS
1402
Summit Financial Strategies
Ohio
$815K +$327K +3,346 +61%
1WA
1403
180 Wealth Advisors
Washington
$813K +$289K +2,964 +51%
NIM
1404
NuWave Investment Management
New Jersey
$811K +$855K +8,759 New
DDC
1405
DF Dent & Co
Maryland
$810K
BCM
1406
Baltimore Capital Management
Maryland
$809K -$17.1K -175 -2%
CCM
1407
Chilton Capital Management
Texas
$807K +$248K +2,542 +41%
SIS
1408
Sound Income Strategies
Florida
$806K +$144K +1,474 +20%
BFG
1409
Beacon Financial Group
Texas
$802K +$2.54K +26 +0.3%
FMTCOCP
1410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$801K +$56.2K +575 +7%
VIG
1411
Vienna Insurance Group
Poland
$798K +$36.4K +373 +5%
JAFL
1412
Jay A. Fishman Ltd
Michigan
$793K
AIM
1413
Allen Investment Management
New York
$788K
SSG
1414
Summit Securities Group
New York
$788K +$606K +6,200 +270%
LSAG
1415
Lake Street Advisors Group
New Hampshire
$787K +$33.7K +345 +4%
PAS
1416
Partnervest Advisory Services
California
$787K +$104K +1,063 +14%
ACA
1417
Anchor Capital Advisors
Massachusetts
$786K -$1.09M -11,188 -57%
MIH
1418
Meitav Investment House
Israel
$786K -$83.1K -851 -9%
DI
1419
Diligent Investors
California
$786K -$17.1K -175 -2%
LRPA
1420
L. Roy Papp & Associates
Arizona
$779K
PCAP
1421
Pratt Collard Advisory Partners
New York
$778K -$9.67K -99 -1%
PCMC
1422
Paragon Capital Management (Colorado)
Colorado
$776K +$6.35K +65 +0.8%
AIA
1423
Affinity Investment Advisors
California
$775K -$125K -1,282 -13%
SWM
1424
Segment Wealth Management
Texas
$770K -$2.25K -23 -0.3%
NL
1425
NWAM LLC
Washington
$770K +$479K +4,908 +144%

ABBV Hedge Fund Activity: Q2 2018 in Review

1,997 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2018, worth a combined $99.1B — down 6.9% from $106B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ABBV and 81 opened new positions — a net loss of 1 holder — while 831 trimmed existing stakes and 820 added.

The largest buyer was Arrowstreet Capital, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $1.1B.

  • 1,997 institutional investors held AbbVie (ABBV) as of Q2 2018, down from 2,016 in Q1 2018.
  • Funds reported $99.1B of AbbVie stock for Q2 2018, down 6.9% quarter-over-quarter.
  • 81 funds opened new AbbVie positions in Q2 2018 and 82 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q2 2018 was Arrowstreet Capital, an estimated $368M added.
  • The largest AbbVie seller in Q2 2018 was Fidelity Investments, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2018.