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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
JWA
1726
JFS Wealth Advisors
Pennsylvania
$101K
RCG
1727
Ruggie Capital Group
Florida
$100K
OFS
1728
Orrstown Financial Services
Pennsylvania
$98K -$13.3K -175 -14%
CAL
1729
Capital Advisors Ltd
Ohio
$94K +$7.61K +100 +10%
HIIFS
1730
Harel Insurance Investments & Financial Services
Israel
$89K
WA
1731
Winfield Associates
Ohio
$85K
MUS
1732
Mitsubishi UFJ Securities
Japan
$84K
SHJ
1733
Sharkey, Howes & Javer
Colorado
$84K
VIA
1734
Vantage Investment Advisors
Pennsylvania
$81K +$76 +1 +0.1%
HI
1735
Hudock Inc
Pennsylvania
$75K -$52.8K -694 -45%
CPA
1736
Cowen Prime Advisors
New York
$71K -$2.17M -28,485 -97%
BL
1737
Balentine LLC
Georgia
$70K +$6.39K +84 +12%
HWM
1738
Holloway Wealth Management
Florida
$66K
IAS
1739
INR Advisory Services
Pennsylvania
$62K
RFWA
1740
RPg Family Wealth Advisory
Massachusetts
$61.8K -$5.48K -72 -9%
ACM
1741
Armbruster Capital Management
New York
$60K -$26.9K -354 -34%
MCIA
1742
Mountain Capital Investment Advisors
Colorado
$60K
SQA
1743
Simon Quick Advisors
New Jersey
$58K
CIM
1744
Contravisory Investment Management
Massachusetts
$58K +$49.5K +650 New
HWP
1745
Hefty Wealth Partners
Indiana
$55K
NO
1746
Ninety One
South Africa
$54K
HMS
1747
Hanseatic Management Services
New Mexico
$53K +$45.1K +592 New
HCM
1748
Highlander Capital Management
New Jersey
$44K -$22.8K -300 -38%
BC
1749
Barnett & Company
Tennessee
$44K
SIAS
1750
Shine Investment Advisory Services
Colorado
$44K

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.