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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
LIM
1751
Lagoda Investment Management
New York
$43K
CWM
1752
Catamount Wealth Management
Connecticut
$41K
CIA
1753
Cascade Investment Advisors
Oregon
$38.2K
ST
1754
Somerset Trust
Pennsylvania
$38K
TCCM
1755
Timber Creek Capital Management
Massachusetts
$35K
PCFFS
1756
Pacific Center for Financial Services
California
$33K
MCA
1757
Mercer Capital Advisers
New Jersey
$31K
TIM
1758
Tortoise Investment Management
New York
$29K
MIC
1759
MU Investments Company
Japan
$28K -$7.61K -100 -24%
MIM
1760
Macroview Investment Management
Maryland
$28K +$228 +3 +1%
MCM
1761
MV Capital Management
Maryland
$27K
KPCM
1762
Kings Point Capital Management
New York
$26K +$21.9K +288 New
GWS
1763
Glassman Wealth Services
Virginia
$24K -$26.6K -350 -56%
IDBONY
1764
Israel Discount Bank of New York
New York
$23K
HH
1765
HWG Holdings
Texas
$22K
RBC
1766
Roble Belko & Company
Pennsylvania
$22K
IF
1767
Ironwood Financial
Arizona
$19K
LWA
1768
Lowe Wealth Advisors
Maryland
$18K
SSA
1769
South Street Advisors
New York
$14.5K -$198K -2,600 -2%
HFM
1770
Hartford Financial Management
Connecticut
$14K
WAM
1771
Watermark Asset Management
California
$14K +$76 +1 +0.6%
CP
1772
Corbenic Partners
Pennsylvania
$14K +$12.2K +160 New
NCM
1773
New Capital Management
Texas
$13K
LA
1774
Legacy Advisors
Pennsylvania
$13K +$11.2K +147 New
TCM
1775
TD Capital Management
Tennessee
$10K +$8.53K +112 New

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.