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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
CCM
1476
Copeland Capital Management
Pennsylvania
$416K
TNAM
1477
Terra Nova Asset Management
New York
$416K
CCM
1478
CWH Capital Management
Washington
$415K
NCM
1479
Nelson Capital Management
California
$415K
FPB
1480
First PREMIER Bank
South Dakota
$415K +$28.9K +380 +9%
HCM
1481
Hilton Capital Management
New York
$414K
TFF
1482
The Family Firm
Maryland
$414K +$609 +8 +0.2%
NB
1483
Nicolet Bankshares
Wisconsin
$412K -$30.1K -395 -8%
MIM
1484
Miller Investment Management
Pennsylvania
$412K
LI
1485
Lafayette Investments
Maryland
$411K +$2.89K +38 +0.8%
HWA
1486
Heritage Wealth Advisors
Virginia
$411K +$41.4K +544 +13%
ATIA
1487
American Trust Investment Advisors
New Hampshire
$410K -$19.4K -255 -5%
ST
1488
Spinnaker Trust
Maine
$410K -$761 -10 -0.2%
TWM
1489
Torch Wealth Management
Ohio
$410K +$76 +1 +0%
GI
1490
Glovista Investments
New Jersey
$410K +$152 +2 +0%
Members Trust
1491
Members Trust
Florida
$410K +$13.1K +172 +4%
GWA
1492
Guidant Wealth Advisors
Illinois
$410K +$93.8K +1,232 +37%
WRM
1493
Weybosset Research & Management
Rhode Island
$409K -$7.61K -100 -2%
LKIM
1494
Lawson Kroeker Investment Management
Nebraska
$404K
SRIM
1495
Saratoga Research & Investment Management
California
$402K -$41.1K -540 -11%
PAS
1496
Park Avenue Securities
New York
$400K -$36.2K -476 -10%
AW
1497
Alpha Windward
Massachusetts
$400K -$10.8K -142 -3%
GRP
1498
Global Retirement Partners
California
$399K +$82.8K +1,088 +32%
GCA
1499
Gideon Capital Advisors
New York
$397K -$81.7K -1,073 -19%
AZA
1500
Arthur Zaske & Associates
Michigan
$394K

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.