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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
CGA
1651
Crescent Grove Advisors
Illinois
$368K
CP
1652
Camelot Portfolios
Ohio
$367K +$32.6K +476 +11%
LSAG
1653
Lake Street Advisors Group
New Hampshire
$366K -$17.9K -261 -5%
DWM
1654
Doyle Wealth Management
Florida
$366K +$111K +1,625 +51%
GLLW
1655
Graves Light Lenhart Wealth
Virginia
$365K -$144K -2,099 -31%
ECG
1656
Edge Capital Group
Georgia
$365K -$106K -1,540 -24%
CHA
1657
Cooper/Haims Advisors
New York
$365K
CPSAC
1658
Chas P. Smith & Associates (CPS)
Florida
$365K +$12.8K +186 +4%
IWA
1659
Intercontinental Wealth Advisors
Texas
$364K -$3.63K -53 -1%
SRC
1660
Stone Run Capital
New York
$363K
TMAM
1661
Tokio Marine Asset Management
Japan
$362K +$46.5K +678 +17%
HFM
1662
Harvest Fund Management
China
$362K +$162K +2,363 +98%
CCM
1663
Canal Capital Management
Virginia
$359K -$14.3K -208 -4%
AWM
1664
Altavista Wealth Management
North Carolina
$359K
LC
1665
Lindbrook Capital
California
$359K +$14.7K +214 +5%
GWA
1666
Guidant Wealth Advisors
Illinois
$358K -$9.73K -142 -3%
LBC
1667
Lawrence B. Cohen
$358K -$8.02K -117 -2%
ECM
1668
Elgethun Capital Management
South Dakota
$354K
GWMIA
1669
Global Wealth Management Investment Advisory
Florida
$354K +$26.9K +393 +9%
PAS
1670
Partnervest Advisory Services
California
$353K +$50K +730 +19%
AIM
1671
Advantage Investment Management
Iowa
$353K +$62K +905 +24%
MFG
1672
Magnus Financial Group
New York
$352K +$58.7K +856 +23%
GWM
1673
Graybill Wealth Management
Illinois
$350K +$317K +4,625 New
GC
1674
Grace Capital
Massachusetts
$348K -$34.3K -500 -10%
RIG
1675
Renaissance Investment Group
Massachusetts
$348K +$18.6K +272 +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.