We are live on ! Find out more
ABBV icon

AbbVie

1,997 hedge funds and large institutions have $99.1B invested in AbbVie in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 820 increasing their positions, 831 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 2,0161,997 (-19)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

1% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 831

3.37% less ownership

Funds ownership: 70.95%67.58% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

7% less capital invested

Capital invested by funds: $106B → $99.1B (-$7.4B)

26% less call options, than puts

Call options by funds: $984M | Put options by funds: $1.33B

Holders
1,997
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
45.71%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.93%
New
81
Increased
820
Reduced
831
Closed
82
Calls
$984M
Puts
$1.33B
Net Calls
-$349M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1901
Orrstown Financial Services
Pennsylvania
$98K
CAL
1902
Capital Advisors Ltd
Ohio
$98K +$98 +1 +0.1%
KJWM
1903
Kiley Juergens Wealth Management
Washington
$96K +$102K +1,040 New
MBT
1904
Monroe Bank & Trust
Michigan
$94K
RA
1905
Rational Advisors
New York
$94K +$82.8K +848 +514%
HCM
1906
Highlander Capital Management
New Jersey
$93K
SCM
1907
Sarissa Capital Management
Connecticut
$92K
BCA
1908
Bay Colony Advisors
Massachusetts
$92K +$96.7K +990 New
SHJ
1909
Sharkey, Howes & Javer
Colorado
$86K
CCMW
1910
Cypress Capital Management (Wyoming)
Wyoming
$81K
HI
1911
Hudock Inc
Pennsylvania
$79K +$488 +5 +0.6%
VIA
1912
Vantage Investment Advisors
Pennsylvania
$76K -$9.67K -99 -11%
CPA
1913
Cowen Prime Advisors
New York
$74K +$19.5K +200 +33%
LYV
1914
Live Your Vision
Pennsylvania
$74K +$68.4K +700 +843%
HWM
1915
Holloway Wealth Management
Florida
$73K
SWP
1916
Strategic Wealth Partners
Ohio
$73K
EARNEST Partners
1917
EARNEST Partners
Georgia
$71K
LA
1918
Legacy Advisors
Pennsylvania
$71K +$52.9K +542 +239%
BAMCO Inc
1919
BAMCO Inc
New York
$70K +$7.13K +73 +11%
SCA
1920
Stuart Chaussee & Associates
California
$70K +$74K +758 New
BCM
1921
Blume Capital Management
California
$69K
CIM
1922
Contravisory Investment Management
Massachusetts
$69K
AWA
1923
Acorn Wealth Advisors
Michigan
$67K -$879 -9 -1%
PW
1924
Price Wealth
Texas
$67K +$40.7K +417 +138%
NWM
1925
Northwest Wealth Management
Iowa
$66K

ABBV Hedge Fund Activity: Q2 2018 in Review

1,997 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2018, worth a combined $99.1B — down 6.9% from $106B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ABBV and 81 opened new positions — a net loss of 1 holder — while 831 trimmed existing stakes and 820 added.

The largest buyer was Arrowstreet Capital, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $1.1B.

  • 1,997 institutional investors held AbbVie (ABBV) as of Q2 2018, down from 2,016 in Q1 2018.
  • Funds reported $99.1B of AbbVie stock for Q2 2018, down 6.9% quarter-over-quarter.
  • 81 funds opened new AbbVie positions in Q2 2018 and 82 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q2 2018 was Arrowstreet Capital, an estimated $368M added.
  • The largest AbbVie seller in Q2 2018 was Fidelity Investments, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2018.