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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
KS
1676
Karpas Strategies
Connecticut
$222K +$190K +2,500 New
FPCM
1677
Financial Partners Capital Management
New York
$221K +$190K +2,492 New
AIP
1678
Almanack Investment Partners
Pennsylvania
$219K -$48.6K -638 -21%
CT
1679
Clearstead Trust
Maine
$219K
MGAM
1680
McGowan Group Asset Management
Texas
$219K +$188K +2,466 New
FI
1681
FormulaFolio Investments
Michigan
$218K -$88K -1,156 -32%
BW
1682
Biegel & Waller
Maryland
$216K +$185K +2,433 New
CFA
1683
Camarda Financial Advisors
Florida
$213K -$8.37K -110 -4%
FTI
1684
Fiduciary Trust International
Massachusetts
$213K +$182K +2,395 New
BWM
1685
BigSur Wealth Management
Florida
$213K +$183K +2,400 New
OAM
1686
Occidental Asset Management
California
$213K +$183K +2,400 New
SIC
1687
Schwartz Investment Counsel
Michigan
$213K +$183K +2,400 New
MPAM
1688
Murphy Pohlad Asset Management
Minnesota
$212K +$182K +2,387 New
CCC
1689
Chelsea Counsel Company
California
$211K -$60.9K -800 -25%
STB
1690
S&T Bank
Pennsylvania
$211K +$181K +2,373 New
HWA
1691
HCR Wealth Advisors
California
$210K +$179K +2,358 New
VSWA
1692
Vontobel Swiss Wealth Advisors
Switzerland
$209K +$179K +2,350 New
WP
1693
WealthPLAN Partners
Nebraska
$206K +$176K +2,317 New
CIC
1694
Chase Investment Counsel
Virginia
$205K +$176K +2,310 New
CCIA
1695
Campbell & Co Investment Adviser
Maryland
$204K +$175K +2,293 New
GA
1696
Geller Advisors
New York
$204K +$175K +2,300 New
AWMG
1697
Alliance Wealth Management Group
New Jersey
$204K +$176K +2,310 New
TCM
1698
Tradewinds Capital Management
Washington
$202K +$76 +1 +0%
BHTS
1699
Bar Harbor Trust Services
Maine
$200K +$171K +2,252 New
HFM
1700
Harvest Fund Management
China
$198K

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.