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AbbVie

2,021 hedge funds and large institutions have $76.1B invested in AbbVie in 2019 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 905 increasing their positions, 762 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 762

11% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 113

0.08% less ownership

Funds ownership: 69.63%69.55% (-0.08%)

1% less funds holding

Funds holding: 2,0342,021 (-13)

2% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.43B

8% less capital invested

Capital invested by funds: $82.8B → $76.1B (-$6.76B)

15% less funds holding in top 10

Funds holding in top 10: 6152 (-9)

Holders
2,021
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
43.89%
Holding in Top 10
52
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-14.75%
% of All Funds
1.13%
New
125
Increased
905
Reduced
762
Closed
113
Calls
$1.41B
Puts
$1.43B
Net Calls
-$23.5M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1776
Hurlow Wealth Management Group
Indiana
$267K -$29.2K -371 -9%
LSCM
1777
LaSalle Street Capital Management
Illinois
$267K
TC
1778
Trust Company
Kansas
$266K
LFA
1779
Legacy Financial Advisors
Kentucky
$265K +$1.1K +14 +0.4%
PO
1780
Private Ocean
California
$265K +$51K +649 +22%
QCIG
1781
Quad-Cities Investment Group
Iowa
$264K -$31.3K -398 -10%
MWPCG
1782
Measured Wealth Private Client Group
New Hampshire
$264K +$21.7K +276 +8%
KF
1783
Krilogy Financial
Missouri
$262K +$24.3K +309 +9%
PSG
1784
Planning Solutions Group
Maryland
$260K -$19.6K -250 -7%
DIA
1785
Dana Investment Advisors
Wisconsin
$259K -$1.11M -14,163 -80%
BONST
1786
Bank of Nova Scotia Trust
Ontario, Canada
$259K -$26.9K -342 -9%
MWM
1787
Modera Wealth Management
New Jersey
$259K -$10.5K -134 -4%
EF
1788
Empirical Finance
Pennsylvania
$259K -$5.58K -71 -2%
SSW
1789
Smith Shellnut Wilson
Mississippi
$259K +$2.2K +28 +0.8%
FCIM
1790
Fairview Capital Investment Management
California
$258K
CC
1791
Cedar Capital
Illinois
$258K +$38.9K +495 +16%
BCM
1792
Breiter Capital Management
Florida
$257K -$37.3K -475 -12%
JFA
1793
Johanson Financial Advisors
California
$256K +$11.2K +142 +4%
EWF
1794
Epstein & White Financial
California
$256K +$38.2K +486 +16%
MIFH
1795
Migdal Insurance & Financial Holdings
Israel
$256K +$165K +2,102 +143%
ARMC
1796
American Research & Management Company
Massachusetts
$254K -$7.86K -100 -3%
OFW
1797
Omnia Family Wealth
Florida
$254K
VAG
1798
VisionPoint Advisory Group
Texas
$254K +$3.14K +40 +1%
LRIA
1799
Leonard Rickey Investment Advisors
Washington
$253K +$16.9K +215 +7%
UFG
1800
United Fire Group
Iowa
$248K

ABBV Hedge Fund Activity: Q2 2019 in Review

2,021 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2019, worth a combined $76.1B — down 8.2% from $82.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ABBV positions and 113 closed out — a net gain of 12 holders — while 905 added to existing stakes and 762 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Capital Research Global Investors, cutting an estimated $2.86B.

  • 2,021 institutional investors held AbbVie (ABBV) as of Q2 2019, down from 2,034 in Q1 2019.
  • Funds reported $76.1B of AbbVie stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 125 funds opened new AbbVie positions in Q2 2019 and 113 closed out, a net change of +12 holders.
  • The largest AbbVie buyer in Q2 2019 was Fidelity Investments, an estimated $1.06B added.
  • The largest AbbVie seller in Q2 2019 was Capital Research Global Investors, an estimated $2.86B sold.

Based on aggregated 13F filings for Q2 2019.