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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1701
Harel Insurance Investments & Financial Services
Israel
$73K
WA
1702
Winfield Associates
Ohio
$70K
CAL
1703
Capital Advisors Ltd
Ohio
$69K
DSI
1704
Daiwa SB Investments
Japan
$69K +$63.9K +950 New
MUS
1705
Mitsubishi UFJ Securities
Japan
$69K +$63.9K +950 New
SHJ
1706
Sharkey, Howes & Javer
Colorado
$67K
VIA
1707
Vantage Investment Advisors
Pennsylvania
$66K -$31.7K -472 -34%
HCM
1708
Highlander Capital Management
New Jersey
$58K
RFWA
1709
RPg Family Wealth Advisory
Massachusetts
$55.6K +$3.7K +55 +8%
HWM
1710
Holloway Wealth Management
Florida
$54K
IAS
1711
INR Advisory Services
Pennsylvania
$51K -$19.8K -294 -30%
BL
1712
Balentine LLC
Georgia
$51K
MCIA
1713
Mountain Capital Investment Advisors
Colorado
$49K +$45.4K +676 New
SQA
1714
Simon Quick Advisors
New Jersey
$47K -$52.2K -777 -54%
GWS
1715
Glassman Wealth Services
Virginia
$45K +$27.7K +412 +193%
HWP
1716
Hefty Wealth Partners
Indiana
$44K
NO
1717
Ninety One
South Africa
$44K
BCM
1718
Blume Capital Management
California
$36K -$7.87K -117 -19%
BC
1719
Barnett & Company
Tennessee
$36K
IUHSA
1720
Itau Unibanco Holding S.A.
Brazil
$36K +$32.9K +490 New
SIAS
1721
Shine Investment Advisory Services
Colorado
$36K +$33.6K +500 New
LIM
1722
Lagoda Investment Management
New York
$35K +$11K +163 +50%
CWM
1723
Catamount Wealth Management
Connecticut
$34K
CIA
1724
Cascade Investment Advisors
Oregon
$31.2K
ST
1725
Somerset Trust
Pennsylvania
$31K

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.