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AbbVie

2,002 hedge funds and large institutions have $80.2B invested in AbbVie in 2019 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 858 increasing their positions, 798 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5273 (+21)

5% more capital invested

Capital invested by funds: $76.1B → $80.2B (+$4.1B)

2.12% more ownership

Funds ownership: 69.55%71.67% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 798

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

1% less funds holding

Funds holding: 2,0212,002 (-19)

7% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.75B

Holders
2,002
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
43.9%
Holding in Top 10
73
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+40.38%
% of All Funds
1.6%
New
123
Increased
858
Reduced
798
Closed
124
Calls
$1.63B
Puts
$1.75B
Net Calls
-$116M
Net Calls Change
-$92.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
1851
Fiduciary Trust International
Massachusetts
$209K +$189K +2,760 New
PCS
1852
Personal CFO Solutions
New Jersey
$209K +$190K +2,766 New
BFA
1853
Benedict Financial Advisors
Georgia
$208K -$20.7K -302 -10%
PFO
1854
Pathstone Family Office
New Jersey
$207K -$372K -5,429 -66%
QSS
1855
Quantitative Systematic Strategies
Florida
$207K +$187K +2,731 New
GC
1856
Gilbert & Cook
Iowa
$207K +$188K +2,737 New
FWCM
1857
First Western Capital Management
California
$206K -$42.2K -616 -18%
GWM
1858
GSB Wealth Management
Connecticut
$205K +$185K +2,701 New
GIA
1859
Granite Investment Advisors
New Hampshire
$205K +$185K +2,703 New
AIP
1860
ARS Investment Partners
New York
$203K -$206K -3,000 -53%
RFA
1861
Reilly Financial Advisors
California
$203K +$11.2K +164 +7%
UIA
1862
UBP Investment Advisors
Switzerland
$203K +$184K +2,685 New
PAI
1863
Pittenger & Anderson Inc
Nebraska
$202K -$177K -2,585 -49%
SC
1864
Stratford Consulting
Texas
$202K +$183K +2,671 New
KPW
1865
Kore Private Wealth
New York
$202K +$189K +2,764 New
DIM
1866
DC Investments Management
Virginia
$201K -$184K -2,685 -50%
HA
1867
Harfst & Associates
Wyoming
$201K +$183K +2,665 New
EM
1868
Excalibur Management
Massachusetts
$200K +$181K +2,642 New
SIA
1869
SeaBridge Investment Advisors
New Jersey
$197K
SMG
1870
Spectrum Management Group
Indiana
$195K
POIA
1871
Pin Oak Investment Advisors
Texas
$194K -$1.3K -19 -0.7%
AP
1872
Atwood & Palmer
Missouri
$189K
PWP
1873
Personal Wealth Partners
Minnesota
$181K +$70.3K +1,026 +75%
CCM
1874
Cribstone Capital Management
Maine
$178K -$95.8K -1,397 -37%
EWM
1875
Elmwood Wealth Management
California
$178K

ABBV Hedge Fund Activity: Q3 2019 in Review

2,002 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2019, worth a combined $80.2B — up 5.4% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of ABBV and 123 opened new positions — a net loss of 1 holder — while 798 trimmed existing stakes and 858 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1B. The largest seller was Capital Research Global Investors, cutting an estimated $652M.

  • 2,002 institutional investors held AbbVie (ABBV) as of Q3 2019, down from 2,021 in Q2 2019.
  • Funds reported $80.2B of AbbVie stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2019 and 124 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1B added.
  • The largest AbbVie seller in Q3 2019 was Capital Research Global Investors, an estimated $652M sold.

Based on aggregated 13F filings for Q3 2019.