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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
BWP
1451
Baldwin Wealth Partners
Massachusetts
$379K -$188K -2,799 -35%
AIM
1452
Aspen Investment Management
Michigan
$378K +$2.69K +40 +0.8%
IPC
1453
Independent Portfolio Consultants
Florida
$372K -$239K -3,560 -41%
Pzena Investment Management
1454
Pzena Investment Management
New York
$372K +$65K +967 +23%
SFS
1455
Strategic Financial Services
New York
$371K +$53.8K +800 +19%
RCM
1456
Radnor Capital Management
Pennsylvania
$369K -$58.5K -870 -15%
KFP
1457
Keystone Financial Planning
Ohio
$368K
SRIM
1458
Saratoga Research & Investment Management
California
$367K -$13.8K -205 -4%
OA
1459
Outfitter Advisors
Virginia
$366K -$10.6K -158 -3%
B
1460
Bailard
California
$365K -$96.6K -1,437 -22%
NB
1461
Nicolet Bankshares
Wisconsin
$365K +$4.71K +70 +1%
KJHP
1462
K.J. Harrison & Partners
Ontario, Canada
$363K -$2.08K -31 -0.6%
PVWM
1463
Point View Wealth Management
New Jersey
$363K +$7.87K +117 +2%
SWA
1464
Sutton Wealth Advisors
Florida
$361K +$874 +13 +0.3%
CSM
1465
CAMG Solamere Management
North Carolina
$361K +$202 +3 +0.1%
UBV
1466
United Bank (Virginia)
Virginia
$360K
PIA
1467
Peachtree Investment Advisors
Georgia
$360K +$87.4K +1,300 +36%
AA
1468
AlphaMark Advisors
Kentucky
$359K -$16.8K -250 -5%
CTB
1469
Country Trust Bank
Illinois
$358K
OA
1470
Oak Associates
Ohio
$358K +$332K +4,940 New
TCM
1471
Traynor Capital Management
Pennsylvania
$355K -$112K -1,668 -25%
SFA
1472
Sequoia Financial Advisors
Ohio
$355K +$34.4K +512 +12%
ATIA
1473
American Trust Investment Advisors
New Hampshire
$353K +$6.72K +100 +2%
CIM
1474
Cetera Investment Management
California
$351K -$75.1K -1,117 -19%
PAS
1475
Park Avenue Securities
New York
$351K +$329K +4,899 New

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.