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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
BCWM
1801
Blue Chip Wealth Management
Florida
$248K +$1.57K +20 +0.6%
SIM
1802
SSI Investment Management
California
$245K -$1.1K -14 -0.4%
PCA
1803
Peddock Capital Advisors
Massachusetts
$244K
FWCM
1804
First Western Capital Management
California
$243K -$26.4K -336 -9%
CWM
1805
Cranbrook Wealth Management
Michigan
$243K
AW
1806
Alpha Windward
Massachusetts
$243K +$86.5K +1,101 +44%
GI
1807
Glovista Investments
New Jersey
$242K -$23.3K -297 -8%
BIA
1808
BHK Investment Advisors
Alabama
$242K +$15.7K +200 +6%
HCM
1809
Harvest Capital Management
New Hampshire
$239K -$181K -2,300 -41%
NICM
1810
Neo Ivy Capital Management
New York
$234K -$562K -7,155 -69%
DWM
1811
Doyle Wealth Management
Florida
$234K +$472 +6 +0.2%
LF
1812
Lantz Financial
Illinois
$232K +$18.6K +236 +8%
CWM
1813
Centric Wealth Management
Illinois
$231K -$865 -11 -0.3%
MA
1814
MONECO Advisors
Connecticut
$231K +$13.8K +176 +6%
WA
1815
WealthTrust Axiom
Pennsylvania
$230K
VCM
1816
Versant Capital Management
Arizona
$228K -$25.1K -319 -9%
EHWM
1817
Eads & Heald Wealth Management
Georgia
$228K
MCM
1818
McRae Capital Management
New Jersey
$227K -$7.86K -100 -3%
MGAM
1819
McGowan Group Asset Management
Texas
$226K -$2.59K -33 -1%
PWP
1820
Principle Wealth Partners
Connecticut
$226K +$244K +3,107 New
EWM
1821
Executive Wealth Management
Michigan
$225K -$31.5K -401 -11%
CSA
1822
Cottage Street Advisors
Massachusetts
$225K
SFG
1823
Sather Financial Group
Texas
$225K
LDFR
1824
Lehman & Derafelo Financial Resources
Pennsylvania
$225K +$242K +3,084 New
FAT
1825
First American Trust
California
$222K -$17.9K -228 -7%

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.