We are live on ! Find out more
ABBV icon

AbbVie

2,002 hedge funds and large institutions have $80.2B invested in AbbVie in 2019 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 858 increasing their positions, 798 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5273 (+21)

5% more capital invested

Capital invested by funds: $76.1B → $80.2B (+$4.1B)

2.12% more ownership

Funds ownership: 69.55%71.67% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 798

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

1% less funds holding

Funds holding: 2,0212,002 (-19)

7% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.75B

Holders
2,002
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
43.9%
Holding in Top 10
73
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+40.38%
% of All Funds
1.6%
New
123
Increased
858
Reduced
798
Closed
124
Calls
$1.63B
Puts
$1.75B
Net Calls
-$116M
Net Calls Change
-$92.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1526
Summit Financial Wealth Advisors
Louisiana
$496K -$1.21M -17,688 -72%
OIM
1527
Orca Investment Management
Oregon
$495K +$1.03K +15 +0.2%
HI
1528
Horizon Investments
North Carolina
$495K +$43.7K +638 +11%
ARMT
1529
Amica Retiree Medical Trust
Rhode Island
$493K
TCOO
1530
Trust Company of Oklahoma
Oklahoma
$492K -$686 -10 -0.2%
SP
1531
Successful Portfolios
Florida
$490K +$1.03K +15 +0.2%
JSL
1532
JT Stratford LLC
Georgia
$490K +$106K +1,548 +31%
SWM
1533
Segment Wealth Management
Texas
$488K -$10.3K -150 -2%
SAM
1534
Sequent Asset Management
Texas
$487K
B
1535
Bridgeworth
Alabama
$487K +$45.5K +663 +12%
NPA
1536
Nichols & Pratt Advisers
Massachusetts
$484K +$6.86K +100 +2%
MFW
1537
Mosaic Family Wealth
Missouri
$484K +$52.6K +767 +14%
WC
1538
Weil Company
California
$483K -$171K -2,500 -28%
MCM
1539
Murphy Capital Management
New Jersey
$481K -$30.9K -451 -7%
SBWIC
1540
Schaper Benz & Wise Investment Counsel
Wisconsin
$479K -$49.7K -725 -10%
JMFC
1541
J.M. Forbes & Co
Massachusetts
$479K
LFA
1542
Landmark Financial Advisors
Kentucky
$479K
FFA
1543
Fragasso Financial Advisors
Pennsylvania
$479K +$4.25K +62 +1%
PVWM
1544
Point View Wealth Management
New Jersey
$475K +$70.4K +1,027 +20%
GAM
1545
GQ Asset Management
New York
$473K -$217K -3,170 -34%
LA
1546
Lau Associates
Delaware
$473K +$13K +189 +3%
SJIM
1547
St. Johns Investment Management
Florida
$471K -$8.91K -130 -2%
PL
1548
Plancorp LLC
Missouri
$469K -$3.56K -52 -0.8%
ESBC
1549
E.S. Barr & Co
Kentucky
$467K
HBT
1550
Hills Bank & Trust
Iowa
$464K

ABBV Hedge Fund Activity: Q3 2019 in Review

2,002 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2019, worth a combined $80.2B — up 5.4% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of ABBV and 123 opened new positions — a net loss of 1 holder — while 798 trimmed existing stakes and 858 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1B. The largest seller was Capital Research Global Investors, cutting an estimated $652M.

  • 2,002 institutional investors held AbbVie (ABBV) as of Q3 2019, down from 2,021 in Q2 2019.
  • Funds reported $80.2B of AbbVie stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2019 and 124 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1B added.
  • The largest AbbVie seller in Q3 2019 was Capital Research Global Investors, an estimated $652M sold.

Based on aggregated 13F filings for Q3 2019.