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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
BO
1601
BRR OpCo
Ohio
$289K +$248K +3,261 New
PBO
1602
Peoples Bank (Ohio)
Ohio
$287K +$5.71K +75 +2%
CS
1603
Cannell & Spears
New York
$286K
WIP
1604
Wellesley Investment Partners
Massachusetts
$286K
RCA
1605
Rowland Carmichael Advisors
Arizona
$286K +$9.74K +128 +4%
CF
1606
Corrigan Financial
Rhode Island
$284K -$11.2K -147 -4%
GCP
1607
GSA Capital Partners
United Kingdom
$282K -$3.73K -49 -2%
CWM
1608
Circle Wealth Management
New Jersey
$281K +$10.6K +139 +5%
MIS
1609
Morningstar Investment Services
Illinois
$278K +$238K +3,130 New
PC
1610
Palo Capital
California
$277K -$11K -145 -4%
FA
1611
FCG Advisors
New Jersey
$277K +$152 +2 +0.1%
VWA
1612
V Wealth Advisors
Kansas
$277K +$304 +4 +0.1%
BWA
1613
Burt Wealth Advisors
Maryland
$276K
JFA
1614
Johanson Financial Advisors
California
$276K +$2.13K +28 +0.9%
RA
1615
Rational Advisors
New York
$275K -$457K -6,000 -66%
CSA
1616
Cottage Street Advisors
Massachusetts
$275K
SHGA
1617
Sand Hill Global Advisors
California
$275K +$236K +3,100 New
HHGA
1618
Halbert Hargrove Global Advisors
California
$271K -$12.3K -162 -5%
MWM
1619
MinichMacGregor Wealth Management
New York
$269K -$5.71K -75 -2%
ACM
1620
AUA Capital Management
Pennsylvania
$268K
PAS
1621
Professional Advisory Services
Florida
$267K
NFG
1622
Nations Financial Group
Iowa
$266K +$76 +1 +0%
MWPCG
1623
Measured Wealth Private Client Group
New Hampshire
$264K +$226K +2,974 New
CCA
1624
Clearwater Capital Advisors
Illinois
$263K +$220K +2,895 New
SFSIG
1625
San Francisco Sentry Investment Group
California
$261K +$21.1K +277 +10%

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.