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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
FWM
1701
Focused Wealth Management
New York
$197K +$62K +815 +58%
DSN
1702
D. Scott Neal
Kentucky
$191K
AWM
1703
AllSquare Wealth Management
New York
$179K -$4.11K -54 -3%
CFN
1704
Cordasco Financial Network
Florida
$178K
FA
1705
Fortis Advisors
Pennsylvania
$178K +$152K +2,000 New
ARMC
1706
American Research & Management Company
Massachusetts
$168K
SIM
1707
Sonora Investment Management
Arizona
$166K +$18.9K +248 +15%
SFFS
1708
Stonehage Fleming Financial Services
Jersey
$155K
PHK
1709
Point72 Hong Kong
Hong Kong
$151K +$12.6K +165 +11%
AFIA
1710
America First Investment Advisors
Nebraska
$149K
IP
1711
Isthmus Partners
Wisconsin
$147K +$5.41K +71 +4%
AIM
1712
Acropolis Investment Management
Missouri
$146K +$13.9K +183 +13%
VIM
1713
Veritas Investment Management
United Kingdom
$142K
HTC
1714
Hershey Trust Company
Pennsylvania
$139K +$119K +1,569 New
CAM
1715
Close Asset Management
United Kingdom
$138K
FCB
1716
First Command Bank
Texas
$137K -$1.07K -14 -0.9%
FCFS
1717
First Command Financial Services
Texas
$137K -$1.07K -14 -0.9%
JCM
1718
Jacobi Capital Management
Pennsylvania
$136K +$14.8K +194 +15%
CSC
1719
Cove Street Capital
California
$133K +$114K +1,500 New
BWA
1720
BDO Wealth Advisors
Florida
$117K -$20.2K -265 -17%
IP
1721
Intellectus Partners
California
$117K
CCMW
1722
Cypress Capital Management (Wyoming)
Wyoming
$116K -$155K -2,035 -61%
BA
1723
Bristlecone Advisors
Washington
$113K +$97.1K +1,275 New
BCM
1724
Blume Capital Management
California
$104K +$51.4K +675 +135%
OAJ
1725
Ogorek Anthony Joseph
New York
$103K

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.