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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
PWMG
1901
Prestige Wealth Management Group
New Jersey
$110K
DWA
1902
Dougherty Wealth Advisers
Minnesota
$108K -$20.6K -300 -17%
LWM
1903
Liberty Wealth Management
California
$107K -$40.5K -590 -30%
VIM
1904
Veritas Investment Management
United Kingdom
$106K
UWM
1905
USAdvisors Wealth Management
Minnesota
$105K -$298K -4,348 -76%
HI
1906
Hudock Inc
Pennsylvania
$104K +$45K +657 +91%
CTB
1907
Country Trust Bank
Illinois
$102K
NL
1908
NVWM LLC
Pennsylvania
$100K +$90.8K +1,325 New
CFN
1909
Cordasco Financial Network
Florida
$99K +$26.3K +383 +41%
CBT
1910
Central Bank & Trust
Kentucky
$95K -$29.7K -433 -26%
PAM
1911
Paradigm Asset Management
New York
$94.7K
SAM
1912
Shamrock Asset Management
Texas
$94K -$15.4K -225 -15%
THWM
1913
Taylor Hoffman Wealth Management
Virginia
$93K
SLF
1914
Sun Life Financial
Ontario, Canada
$92K +$1.23K +18 +2%
OAJ
1915
Ogorek Anthony Joseph
New York
$87K
JWA
1916
JFS Wealth Advisors
Pennsylvania
$86K
AJ
1917
Ashburton (Jersey)
Jersey
$83K
M
1918
MOTCO
Texas
$82K -$7.45M -108,736 -99%
LCM
1919
Laurion Capital Management
New York
$76K -$22.1M -322,863 -100%
AFIA
1920
America First Investment Advisors
Nebraska
$75K
SCM
1921
Sarissa Capital Management
Connecticut
$75K
WPA
1922
West Paces Advisors
Georgia
$69.3K -$133K -1,943 -68%
RAM
1923
Riggs Asset Management
Pennsylvania
$64K
CT
1924
Clearstead Trust
Maine
$61K
NIM
1925
NuWave Investment Management
New Jersey
$61K +$46.9K +684 +485%

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.