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
PGAM
1426
Princeton Global Asset Management
New Jersey
$660K +$74K +1,079 +14%
ECM
1427
Estabrook Capital Management
New York
$657K +$1.65K +24 +0.3%
EWM
1428
Empirical Wealth Management
Washington
$656K +$203K +2,963 +52%
RI
1429
Ridgewood Investments
New Jersey
$655K -$2.67K -39 -0.4%
FMWA
1430
Forvis Mazars Wealth Advisors
Missouri
$653K -$14K -204 -2%
KTC
1431
Kistler-Tiffany Companies
Pennsylvania
$650K +$25.6K +373 +5%
LFS
1432
Legacy Financial Strategies
Kansas
$649K +$64.9K +947 +13%
CIC
1433
Carnegie Investment Counsel
Ohio
$648K -$377K -5,493 -39%
HL
1434
HeadInvest LLC
Maine
$647K +$119K +1,732 +25%
WANY
1435
Wealthspire Advisors (New York)
New York
$647K +$309K +4,507 +112%
RHJA
1436
Rice Hall James & Associates
California
$646K -$51.4K -750 -8%
CAG
1437
Crestwood Advisors Group
Massachusetts
$645K +$6.38K +93 +1%
SAM
1438
SignalPoint Asset Management
Missouri
$639K +$37K +539 +7%
AF
1439
Allworth Financial
California
$637K +$191K +2,786 +50%
FCA
1440
FinTrust Capital Advisors
South Carolina
$630K -$90K -1,312 -14%
PCMC
1441
Paragon Capital Management (Colorado)
Colorado
$630K
MCM
1442
Mork Capital Management
California
$628K
WCAMG
1443
Woodard & Company Asset Management Group
North Carolina
$624K +$48K +700 +9%
FPB
1444
First PREMIER Bank
South Dakota
$623K +$47.3K +690 +9%
BFA
1445
Brendel Financial Advisors
New Hampshire
$622K
NHC
1446
Nicholas Hoffman & Company
Georgia
$620K +$69 +1 +0%
RCM
1447
Radnor Capital Management
Pennsylvania
$619K
NIC
1448
Northwest Investment Counselors
Oregon
$618K -$12K -175 -2%
MSR
1449
Main Street Research
Connecticut
$617K -$61.7K -900 -10%
WAM
1450
Weatherly Asset Management
California
$617K -$11.7K -170 -2%

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.