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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
SIM
1551
SSI Investment Management
California
$286K -$3.09K -46 -1%
GAM
1552
Gemmer Asset Management
California
$286K
CCA
1553
Catalyst Capital Advisors
New York
$285K -$20.7K -308 -7%
JIC
1554
Joel Isaacson & Co
New York
$285K -$10.4K -155 -4%
SCM
1555
Sitrin Capital Management
California
$285K
WPC
1556
Waters Parkerson & Co
Louisiana
$285K
FAM
1557
Formidable Asset Management
Ohio
$285K +$672 +10 +0.3%
SCG
1558
Sonata Capital Group
Washington
$277K -$63.9K -950 -20%
FLI
1559
Family Legacy Inc
South Carolina
$276K
DTL
1560
Dynamic Technology Lab
Singapore
$276K +$255K +3,800 New
PNAA
1561
Pictet North America Advisors
Switzerland
$273K -$24.3K -361 -9%
AIM
1562
Advantage Investment Management
Iowa
$273K -$15.1K -224 -6%
VCM
1563
Versant Capital Management
Arizona
$273K +$672 +10 +0.3%
BG
1564
Bollard Group
Massachusetts
$273K +$1.28K +19 +0.5%
SWM
1565
Stockman Wealth Management
Montana
$272K -$250K -3,725 -50%
CCM
1566
Canal Capital Management
Virginia
$272K +$605 +9 +0.2%
MWM
1567
Modera Wealth Management
New Jersey
$271K -$22.5K -334 -8%
DJSG
1568
D.J. St. Germain
Massachusetts
$270K +$250K +3,717 New
PAMG
1569
Patton Albertson Miller Group
Tennessee
$268K -$76K -1,131 -23%
EAM
1570
Eagle Asset Management
Florida
$267K +$9.75K +145 +4%
OCM
1571
Osterweis Capital Management
California
$266K
OFW
1572
Omnia Family Wealth
Florida
$265K -$164K -2,443 -40%
SWA
1573
SFMG Wealth Advisors
Texas
$265K -$48.7K -724 -17%
HCM
1574
Harvest Capital Management
New Hampshire
$265K -$10.1K -150 -4%
BPB
1575
Badgley, Phelps & Bell
Washington
$264K +$26.4K +392 +12%

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.