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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
BWM
1476
Bernicke Wealth Management
Wisconsin
$669K +$54.4K +557 +8%
CP
1477
Camelot Portfolios
Ohio
$667K
ADL
1478
Asset Dedication LLC
California
$666K -$14.6K -150 -2%
KTC
1479
Kistler-Tiffany Companies
Pennsylvania
$665K -$1.76K -18 -0.3%
BFC
1480
Bedel Financial Consulting
Indiana
$665K +$218K +2,235 +45%
CS
1481
Credential Securities
$662K -$48.2K -494 -6%
B
1482
Bailard
California
$659K -$402K -4,115 -37%
FFBTD
1483
First Financial Bank - Trust Division
Ohio
$659K +$379K +3,883 +120%
SIA
1484
Starfire Investment Advisers
Michigan
$651K
KSA
1485
Ken Stern & Associates
California
$651K +$5.57K +57 +0.8%
SLT
1486
St Louis Trust
Missouri
$648K -$584K -5,978 -46%
AMCA
1487
Arthur M. Cohen & Associates
Illinois
$647K -$977 -10 -0.2%
HCM
1488
Harvest Capital Management
New Hampshire
$647K +$326K +3,337 +91%
SG
1489
StoneX Group
New York
$646K -$18.5K -189 -3%
WP
1490
WealthSource Partners
California
$641K +$178K +1,826 +36%
BMC
1491
Beaton Management Company
Massachusetts
$640K
HEIP
1492
Hudson Edge Investment Partners
New Jersey
$639K +$4.49K +46 +0.7%
BSB
1493
Bangor Savings Bank
Maine
$635K -$977 -10 -0.1%
BHB
1494
Bank Hapoalim BM
Israel
$634K +$131K +1,340 +24%
HIM
1495
Hillsdale Investment Management
Ontario, Canada
$633K +$193K +1,975 +41%
B
1496
Bridgeworth
Alabama
$631K -$102K -1,043 -13%
IP
1497
Intellectus Partners
California
$630K +$115K +1,175 +21%
HL
1498
HeadInvest LLC
Maine
$628K +$1.95K +20 +0.3%
UWM
1499
USAdvisors Wealth Management
Minnesota
$626K +$64.7K +662 +11%
SWM
1500
SVA Wealth Management
Wisconsin
$625K -$23.9K -245 -4%

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.