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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
GCM
1551
Gables Capital Management
Florida
$463K +$268K +3,915 +178%
NAS
1552
Nicolet Advisory Services
Wisconsin
$462K +$63.8K +930 +18%
CWM
1553
Centric Wealth Management
Illinois
$460K +$219K +3,198 +101%
BS
1554
Bessemer Securities
New York
$458K
TCMG
1555
TSP Capital Management Group
New Jersey
$458K
CHJWM
1556
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K +$103K +1,500 +32%
MCIA
1557
Mountain Capital Investment Advisors
Colorado
$457K +$16.7K +244 +4%
CRIG
1558
Charter Research & Investment Group
Connecticut
$457K +$34.3K +500 +9%
PWAG
1559
Polaris Wealth Advisory Group
California
$456K -$10.3K -150 -2%
ACA
1560
Atlas Capital Advisors
Wyoming
$454K -$15.7K -229 -4%
BFA
1561
Beaumont Financial Advisors
Massachusetts
$453K -$54.2K -790 -12%
FCA
1562
FLC Capital Advisors
California
$453K -$49.6K -724 -11%
LBD
1563
Landsberg Bennett & Dubbaneh
Florida
$452K -$50.9K -743 -11%
PWPS
1564
Pinnacle Wealth Planning Services
Ohio
$452K +$110K +1,602 +37%
NSB
1565
Norway Savings Bank
Maine
$451K
AIC
1566
Archer Investment Corporation
Indiana
$450K -$42.3M -617,262 -99%
PSC
1567
Prentiss Smith & Co
Vermont
$450K
9WM
1568
9258 Wealth Management
Ohio
$449K +$3.98K +58 +1%
LC
1569
LCNB Corp
Ohio
$449K +$17.3K +252 +4%
GCM
1570
Gladius Capital Management
Illinois
$448K -$23.9K -349 -6%
RM
1571
Resource Management
Louisiana
$447K +$42.6K +622 +12%
ADL
1572
Asset Dedication LLC
California
$445K +$113K +1,646 +39%
FBA
1573
Front Barnett Associates
Illinois
$444K -$9.94K -145 -2%
AIM
1574
Avity Investment Management
Connecticut
$443K
RWM
1575
Ritholtz Wealth Management
New York
$441K +$24.2K +353 +6%

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.