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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
SWRP
1676
Summit Wealth & Retirement Planning
California
$347K
HWA
1677
Heritage Wealth Advisors
Virginia
$346K -$10.8K -158 -3%
VAG
1678
VisionPoint Advisory Group
Texas
$346K +$77.7K +1,133 +32%
SCM
1679
Silvant Capital Management
Georgia
$345K -$68.8K -1,004 -18%
ACM
1680
Alta Capital Management
Utah
$345K -$13K -190 -4%
ACM
1681
Argent Capital Management
Missouri
$344K -$81.4K -1,188 -21%
SNB
1682
Security National Bank
Nebraska
$341K -$3.14M -45,793 -91%
YWP
1683
YorkBridge Wealth Partners
New York
$341K -$13.3K -194 -4%
VFPI
1684
Vantage Financial Partners (Illinois)
Illinois
$341K +$309K +4,500 New
CAM
1685
Cypress Asset Management
Texas
$339K -$6.86K -100 -2%
IF
1686
IRON Financial
Illinois
$339K +$32.2K +470 +12%
CCT
1687
Chemung Canal Trust
New York
$336K -$179K -2,608 -37%
ATIA
1688
American Trust Investment Advisors
New Hampshire
$336K -$13K -190 -4%
FBB
1689
Fulton Breakefield Broenniman
Maryland
$336K +$304K +4,439 New
FA
1690
Financial Advisors
Massachusetts
$335K
BO
1691
BRR OpCo
Ohio
$333K +$13.9K +203 +5%
SHGA
1692
Sand Hill Global Advisors
California
$328K
GLI
1693
Guardian Life Insurance
New York
$328K +$3.7K +54 +1%
EIG
1694
Ellenbecker Investment Group
Wisconsin
$324K +$19.4K +283 +7%
ACM
1695
AlphaStar Capital Management
North Carolina
$322K -$21K -306 -7%
ODCM
1696
Old Dominion Capital Management
Virginia
$322K +$12.6K +184 +5%
SCCM
1697
Schafer Cullen Capital Management
New York
$321K
NB
1698
Nicolet Bankshares
Wisconsin
$319K -$73.8K -1,076 -20%
BCWM
1699
Blue Chip Wealth Management
Florida
$319K +$55.3K +806 +24%
UC
1700
Unio Capital
New Jersey
$318K -$17.1K -250 -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.