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AbbVie

2,001 hedge funds and large institutions have $109B invested in AbbVie in 2017 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 580 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 51

11% more funds holding

Funds holding: 1,7982,001 (+203)

9% more capital invested

Capital invested by funds: $99.5B → $109B (+$9.4B)

3% more funds holding in top 10

Funds holding in top 10: 160164 (+4)

0.29% more ownership

Funds ownership: 70.28%70.57% (+0.29%)

34% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.55B

36% less repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 910

Holders
2,001
Holders Change
+203
Holders Change %
+11.29%
% of All Funds
45.37%
Holding in Top 10
164
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.5%
% of All Funds
3.72%
New
275
Increased
580
Reduced
910
Closed
51
Calls
$1.03B
Puts
$1.55B
Net Calls
-$525M
Net Calls Change
-$703M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1901
Acorn Wealth Advisors
Michigan
$123K +$116K +1,235 New
DSI
1902
Daiwa SB Investments
Japan
$119K +$116K +1,230 New
CC
1903
Claybrook Capital
Massachusetts
$116K +$113K +1,200 New
JWA
1904
JFS Wealth Advisors
Pennsylvania
$113K +$3.49K +37 +3%
OAJ
1905
Ogorek Anthony Joseph
New York
$112K
JCM
1906
Jacobi Capital Management
Pennsylvania
$110K -$37.4K -397 -26%
RCG
1907
Ruggie Capital Group
Florida
$109K
OFS
1908
Orrstown Financial Services
Pennsylvania
$107K
SQA
1909
Simon Quick Advisors
New Jersey
$107K +$28.3K +300 +46%
BCM
1910
Blume Capital Management
California
$104K -$9.43K -100 -9%
CAL
1911
Capital Advisors Ltd
Ohio
$102K +$94 +1 +0.1%
KJWM
1912
Kiley Juergens Wealth Management
Washington
$102K +$99.4K +1,055 New
BBA
1913
Braun-Bostich & Associates
Pennsylvania
$100K +$97.5K +1,034 New
MBT
1914
Monroe Bank & Trust
Michigan
$98K +$96.1K +1,020 New
WA
1915
Winfield Associates
Ohio
$94K
HWM
1916
Holloway Wealth Management
Florida
$92K
SHJ
1917
Sharkey, Howes & Javer
Colorado
$89K
VIA
1918
Vantage Investment Advisors
Pennsylvania
$89K
TIM
1919
Tortoise Investment Management
New York
$88K +$55.5K +589 +182%
HI
1920
Hudock Inc
Pennsylvania
$82K +$471 +5 +0.6%
BL
1921
Balentine LLC
Georgia
$78K +$1.51K +16 +2%
CPA
1922
Cowen Prime Advisors
New York
$77K
GSC
1923
G&S Capital
Colorado
$77K +$75K +796 New
DPA
1924
Delphi Private Advisors
California
$77K +$75.4K +800 New
EARNEST Partners
1925
EARNEST Partners
Georgia
$74K +$72.4K +768 New

ABBV Hedge Fund Activity: Q4 2017 in Review

2,001 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2017, worth a combined $109B — up 9.4% from $99.5B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new ABBV positions and 51 closed out — a net gain of 224 holders — while 580 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $610M. The largest seller was Federated Hermes, cutting an estimated $418M.

  • 2,001 institutional investors held AbbVie (ABBV) as of Q4 2017, up from 1,798 in Q3 2017.
  • Funds reported $109B of AbbVie stock for Q4 2017, up 9.4% quarter-over-quarter.
  • 275 funds opened new AbbVie positions in Q4 2017 and 51 closed out, a net change of +224 holders.
  • The largest AbbVie buyer in Q4 2017 was Fidelity Investments, an estimated $610M added.
  • The largest AbbVie seller in Q4 2017 was Federated Hermes, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2017.