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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
FEM
1626
Fulcrum Equity Management
Texas
$388K +$13.2K +192 +4%
MBI
1627
Montrusco Bolton Investments
Quebec, Canada
$388K +$15K +219 +5%
PV
1628
Private Vista
Illinois
$388K +$18.2K +265 +5%
AFG
1629
Albion Financial Group
Utah
$386K -$34.3K -500 -9%
CPC
1630
Congress Park Capital
New York
$386K +$69 +1 +0%
ACA
1631
Anchor Capital Advisors
Massachusetts
$385K -$27.6K -403 -7%
1IA
1632
1834 Investment Advisors
Wisconsin
$384K -$112K -1,635 -24%
AWA
1633
ARS Wealth Advisors
Florida
$384K -$19.2K -280 -5%
KFP
1634
Keystone Financial Planning
Ohio
$384K
FHC
1635
First Heartland Consultants
Missouri
$384K +$14.5K +211 +4%
MIFH
1636
Migdal Insurance & Financial Holdings
Israel
$384K +$107K +1,565 +44%
PP
1637
Paloma Partners
Connecticut
$383K -$11.3M -165,203 -97%
TIA
1638
Traphagen Investment Advisors
New Jersey
$383K -$10.4K -152 -3%
MA
1639
MCF Advisors
Kentucky
$382K +$92.1K +1,343 +36%
BDS
1640
Banco de Sabadell
Florida
$380K
TWM
1641
Torch Wealth Management
Ohio
$380K +$6.99K +102 +2%
HSWM
1642
Hubbell Strickland Wealth Management
Louisiana
$375K +$340K +4,958 New
MPPLM
1643
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K +$134K +1,961 +66%
AIC
1644
Ameritas Investment Company
Nebraska
$374K +$326K +4,760 New
PWM
1645
Paulson Wealth Management
Illinois
$372K -$11.9K -173 -3%
ACM
1646
AlphaCrest Capital Management
New York
$371K -$2.88M -42,027 -90%
IWC
1647
Integrated Wealth Concepts
Massachusetts
$371K -$78K -1,138 -19%
IA
1648
Independence Advisors
Pennsylvania
$371K -$27.2K -397 -8%
CWM
1649
Circle Wealth Management
New Jersey
$371K +$3.08K +45 +0.9%
JIC
1650
Joel Isaacson & Co
New York
$370K +$24.8K +361 +8%

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.