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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
Kayne Anderson Rudnick Investment Management
1851
Kayne Anderson Rudnick Investment Management
California
$206K
PFS
1852
Physicians Financial Services
North Carolina
$206K +$7.86K +100 +4%
EAM
1853
Erste Asset Management
Austria
$206K -$1.01M -12,892 -82%
BEC
1854
Blue Edge Capital
Virginia
$205K
CCB
1855
Cutter & Co Brokerage
Missouri
$205K -$3.54K -45 -2%
BBI
1856
Baxter Bros Inc
Connecticut
$204K +$3.93K +50 +2%
PGA
1857
Portland Global Advisors
Maine
$204K +$17K +216 +8%
ACM
1858
Aljian Capital Management
Nevada
$203K -$25.5K -325 -10%
SCA
1859
Strategic Capital Advisers
Colorado
$203K +$2.36K +30 +1%
VFP
1860
Verus Financial Partners
Virginia
$203K +$12.1K +154 +6%
CPA
1861
Capital Planning Advisors
California
$202K -$15.5K -197 -7%
EIA
1862
Edgemoor Investment Advisors
Maryland
$202K
HJA
1863
Hugh Johnson Advisors
New York
$200K
IFAM
1864
Institutional & Family Asset Management
Colorado
$199K -$1.26K -16 -0.6%
CIA
1865
CSat Investment Advisory
Michigan
$198K +$212K +2,693 +8,977%
WAM
1866
Wakefield Asset Management
Colorado
$195K +$210K +2,677 New
SIA
1867
SeaBridge Investment Advisors
New Jersey
$189K
POIA
1868
Pin Oak Investment Advisors
Texas
$188K +$31K +394 +18%
SMG
1869
Spectrum Management Group
Indiana
$187K
TFA
1870
Transamerica Financial Advisors
Florida
$186K +$200K +2,548 New
RFA
1871
Reilly Financial Advisors
California
$183K -$1.18K -15 -0.6%
FMT
1872
First Mercantile Trust
Tennessee
$183K +$18.2K +231 +10%
GSC
1873
G&S Capital
Colorado
$182K -$19.6K -249 -9%
AP
1874
Atwood & Palmer
Missouri
$182K
ME
1875
McIlrath & Eck
Washington
$180K

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.