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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
LI
1501
Lafayette Investments
Maryland
$333K +$2.76K +41 +0.9%
GC
1502
Gilbert & Cook
Iowa
$333K +$309K +4,601 New
CCT
1503
Country Club Trust
Missouri
$332K +$9.01K +134 +3%
LKIM
1504
Lawson Kroeker Investment Management
Nebraska
$330K +$7.13K +106 +2%
NL
1505
NWAM LLC
Washington
$329K +$305K +4,535 New
GC
1506
Garde Capital
Washington
$325K +$301K +4,476 New
IIM
1507
Ipswich Investment Management
Massachusetts
$324K +$301K +4,470 New
WPP
1508
Whalerock Point Partners
Rhode Island
$323K -$5.04K -75 -2%
Members Trust
1509
Members Trust
Florida
$322K -$8.47K -126 -3%
AL
1510
Aspiriant LLC
California
$322K +$299K +4,446 New
AZA
1511
Arthur Zaske & Associates
Michigan
$321K
MCWS
1512
McKinley Carter Wealth Services
West Virginia
$320K +$19.9K +296 +7%
ECM
1513
Evergreen Capital Management
Washington
$320K +$48.7K +725 +20%
AF
1514
Affiance Financial
Minnesota
$317K
HFA
1515
High Falls Advisors
New York
$317K +$4.03K +60 +1%
MBTD
1516
Mechanics Bank - Trust Department
California
$315K
AWM
1517
Altavista Wealth Management
North Carolina
$314K -$6.99K -104 -2%
KA
1518
Klingman & Associates
New York
$314K +$17.8K +265 +7%
PV
1519
Private Vista
Illinois
$312K -$42K -625 -13%
SRC
1520
Stone Run Capital
New York
$312K
WA
1521
WealthTrust Axiom
Pennsylvania
$312K +$1.01K +15 +0.3%
FPB
1522
First PREMIER Bank
South Dakota
$311K +$87.1K +1,295 +43%
NCMW
1523
Northern Capital Management (Wisconsin)
Wisconsin
$310K
MWP
1524
MYCIO Wealth Partners
Pennsylvania
$307K -$255K -3,790 -47%
ADL
1525
Asset Dedication LLC
California
$307K -$22.8K -339 -7%

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.