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AbbVie

2,021 hedge funds and large institutions have $76.1B invested in AbbVie in 2019 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 905 increasing their positions, 762 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 762

11% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 113

0.08% less ownership

Funds ownership: 69.63%69.55% (-0.08%)

1% less funds holding

Funds holding: 2,0342,021 (-13)

2% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.43B

8% less capital invested

Capital invested by funds: $82.8B → $76.1B (-$6.76B)

15% less funds holding in top 10

Funds holding in top 10: 6152 (-9)

Holders
2,021
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
43.89%
Holding in Top 10
52
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-14.75%
% of All Funds
1.13%
New
125
Increased
905
Reduced
762
Closed
113
Calls
$1.41B
Puts
$1.43B
Net Calls
-$23.5M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1676
YorkBridge Wealth Partners
New York
$342K
NFG
1677
Nations Financial Group
Iowa
$342K +$67.8K +863 +22%
ACM
1678
Alethea Capital Management
Washington
$342K +$370K +4,707 New
MBI
1679
Montrusco Bolton Investments
Quebec, Canada
$339K -$1.64M -20,827 -82%
ATIA
1680
American Trust Investment Advisors
New Hampshire
$337K -$17.1K -217 -4%
CPSAC
1681
Chas P. Smith & Associates (CPS)
Florida
$337K +$23.8K +303 +7%
FSA
1682
Fort Sheridan Advisors
Illinois
$335K +$362K +4,603 New
CAM
1683
Cypress Asset Management
Texas
$333K -$139K -1,765 -28%
SWRP
1684
Summit Wealth & Retirement Planning
California
$333K
ACM
1685
AlphaStar Capital Management
North Carolina
$331K -$7.31K -93 -2%
JIC
1686
Joel Isaacson & Co
New York
$329K -$64.2K -817 -15%
LC
1687
Lindbrook Capital
California
$329K -$24.5K -312 -6%
UC
1688
Unio Capital
New Jersey
$325K -$381K -4,850 -52%
BWP
1689
Bernardo Wealth Planning
Pennsylvania
$325K -$2.83K -36 -0.8%
WRM
1690
Weybosset Research & Management
Rhode Island
$324K
IF
1691
IRON Financial
Illinois
$323K +$9.75K +124 +3%
FAG
1692
Financial Advisory Group
Texas
$323K +$49.1K +625 +15%
PFGIA
1693
Patriot Financial Group Insurance Agency
Massachusetts
$323K +$53.7K +683 +19%
FEM
1694
Fulcrum Equity Management
Texas
$323K +$106K +1,354 +38%
HPWM
1695
Highland Private Wealth Management
Washington
$321K -$1.02K -13 -0.3%
FA
1696
Financial Advisors
Massachusetts
$321K
TPWA
1697
TRUE Private Wealth Advisors
Oregon
$320K -$2.36K -30 -0.7%
CP
1698
Camelot Portfolios
Ohio
$318K -$24.1K -307 -7%
CHJWM
1699
Carlton Hofferkamp & Jenks Wealth Management
Texas
$318K +$66.1K +841 +22%
PWPS
1700
Pinnacle Wealth Planning Services
Ohio
$317K +$36.5K +464 +12%

ABBV Hedge Fund Activity: Q2 2019 in Review

2,021 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2019, worth a combined $76.1B — down 8.2% from $82.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ABBV positions and 113 closed out — a net gain of 12 holders — while 905 added to existing stakes and 762 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Capital Research Global Investors, cutting an estimated $2.86B.

  • 2,021 institutional investors held AbbVie (ABBV) as of Q2 2019, down from 2,034 in Q1 2019.
  • Funds reported $76.1B of AbbVie stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 125 funds opened new AbbVie positions in Q2 2019 and 113 closed out, a net change of +12 holders.
  • The largest AbbVie buyer in Q2 2019 was Fidelity Investments, an estimated $1.06B added.
  • The largest AbbVie seller in Q2 2019 was Capital Research Global Investors, an estimated $2.86B sold.

Based on aggregated 13F filings for Q2 2019.