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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
GS
1526
Girard Securities
California
$307K -$13.6K -202 -5%
NIMC
1527
NWQ Investment Management Company
California
$307K
KWM
1528
Kingsview Wealth Management
Oregon
$306K +$39.1K +581 +16%
CG
1529
Colony Group
Massachusetts
$306K +$284K +4,221 New
NDSI
1530
Newman Dignan & Sheerar Inc
Rhode Island
$305K
NI
1531
Numeric Investors
Massachusetts
$305K +$282K +4,200 New
GC
1532
Grimes & Company
Massachusetts
$304K -$3.43K -51 -1%
RI
1533
Ridgewood Investments
New Jersey
$303K -$3.23K -48 -1%
FLAM
1534
First Light Asset Management
Minnesota
$302K
SIA
1535
Starfire Investment Advisers
Michigan
$301K
CAM
1536
Concorde Asset Management
Michigan
$301K +$278K +4,140 New
HBT
1537
Hills Bank & Trust
Iowa
$299K
CPA
1538
Clear Perspective Advisors
Illinois
$297K
MCM
1539
McRae Capital Management
New Jersey
$297K
HWA
1540
Heritage Wealth Advisors
Virginia
$296K
BFPW
1541
BOK Financial Private Wealth
Colorado
$295K
BRC
1542
Bell Rock Capital
Delaware
$295K +$218K +3,250 +396%
BWM
1543
Baystate Wealth Management
Massachusetts
$293K -$74.6K -1,109 -22%
PFO
1544
Pathstone Family Office
New Jersey
$291K -$9.21K -137 -3%
ANBT
1545
American National Bank & Trust
Texas
$290K +$102K +1,522 +62%
BCM
1546
Bayesian Capital Management
New York
$290K +$269K +4,000 New
IFAM
1547
Institutional & Family Asset Management
Colorado
$289K +$7.39K +110 +3%
SFS
1548
Summit Financial Strategies
Ohio
$289K +$268K +3,980 New
AF
1549
Allworth Financial
California
$288K +$12.8K +190 +5%
MA
1550
MCF Advisors
Kentucky
$287K -$40.3K -600 -13%

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.