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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1551
Capital Investment Advisory Services
North Carolina
$327K -$635K -8,340 -69%
KA
1552
Klingman & Associates
New York
$327K -$49.5K -650 -15%
SWA
1553
SFMG Wealth Advisors
Texas
$327K +$1.6K +21 +0.6%
OCM
1554
Osterweis Capital Management
California
$326K
PIA
1555
Peachtree Investment Advisors
Georgia
$325K -$99K -1,300 -26%
HCM
1556
Harvest Capital Management
New Hampshire
$325K
GLI
1557
Guardian Life Insurance
New York
$322K +$1.9K +25 +0.7%
SG
1558
Swarthmore Group
Pennsylvania
$322K +$276K +3,625 New
BPB
1559
Badgley, Phelps & Bell
Washington
$321K -$2.51K -33 -0.9%
GLA
1560
Good Life Advisors
Pennsylvania
$320K +$5.48K +72 +2%
CTB
1561
Country Trust Bank
Illinois
$319K -$103K -1,348 -27%
FAT
1562
First American Trust
California
$317K -$95.5K -1,255 -26%
FCIM
1563
Fairview Capital Investment Management
California
$316K
CC
1564
Cognios Capital
Kansas
$316K +$5.18K +68 +2%
ACM
1565
Argent Capital Management
Missouri
$316K +$38.8K +510 +17%
BA
1566
Bristol Advisors
Pennsylvania
$316K +$229K +3,011 New
NWP
1567
Northstar Wealth Partners
Connecticut
$315K +$264K +3,471 New
CISOA
1568
Capital Investment Services of America
Wisconsin
$314K
AIM
1569
Advantage Investment Management
Iowa
$311K -$20K -263 -7%
MWM
1570
Modera Wealth Management
New Jersey
$310K -$19K -250 -7%
OFW
1571
Omnia Family Wealth
Florida
$310K -$12K -158 -4%
AAM
1572
Aureus Asset Management
Massachusetts
$310K +$15.2K +200 +6%
CG
1573
Colony Group
Massachusetts
$309K -$56.4K -741 -18%
DJSG
1574
D.J. St. Germain
Massachusetts
$309K -$18.3K -240 -6%
GAAM
1575
Guinness Atkinson Asset Management
California
$309K

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.