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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
GAM
1876
Gemmer Asset Management
California
$177K +$6.65K +97 +4%
VRM
1877
Vectors Research Management
New York
$170K
BCA
1878
Berman Capital Advisors
Georgia
$166K -$11.4K -166 -7%
HCM
1879
Hilton Capital Management
New York
$164K
SIM
1880
Sonora Investment Management
Arizona
$159K -$16.2K -236 -10%
AIM
1881
Acropolis Investment Management
Missouri
$159K +$343 +5 +0.2%
KWA
1882
KCS Wealth Advisory
California
$158K +$143K +2,092 New
FNBOSM
1883
First National Bank of South Miami
Florida
$156K
CCM
1884
Copeland Capital Management
Pennsylvania
$155K -$22.7K -331 -14%
FA
1885
Fortis Advisors
Pennsylvania
$151K
ME
1886
McIlrath & Eck
Washington
$147K -$20.2K -294 -13%
KPCM
1887
Kings Point Capital Management
New York
$147K +$9.87K +144 +8%
DOA
1888
D'Orazio & Associates
Virginia
$142K +$25.5K +372 +25%
AAP
1889
Arax Advisory Partners
Colorado
$140K +$137 +2 +0.1%
FPFS
1890
First Personal Financial Services
North Carolina
$136K -$1.02M -14,923 -89%
SFFS
1891
Stonehage Fleming Financial Services
Jersey
$132K
SB
1892
Strategic Blueprint
Georgia
$131K +$119K +1,735 New
BL
1893
Balentine LLC
Georgia
$130K +$78.1K +1,139 +197%
M
1894
Mirova
France
$127K +$10.4K +152 +10%
BWA
1895
BDO Wealth Advisors
Florida
$122K +$16.4K +239 +17%
FWM
1896
Focused Wealth Management
New York
$119K +$617 +9 +0.6%
TL
1897
TrueWealth LLC
Georgia
$114K -$11.2K -163 -10%
CSC
1898
Cove Street Capital
California
$114K
TCM
1899
Tradewinds Capital Management
Washington
$112K -$14.1K -205 -12%
CAL
1900
Capital Advisors Ltd
Ohio
$111K +$137 +2 +0.1%

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.