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AbbVie

2,021 hedge funds and large institutions have $76.1B invested in AbbVie in 2019 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 905 increasing their positions, 762 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 762

11% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 113

0.08% less ownership

Funds ownership: 69.63%69.55% (-0.08%)

1% less funds holding

Funds holding: 2,0342,021 (-13)

2% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.43B

8% less capital invested

Capital invested by funds: $82.8B → $76.1B (-$6.76B)

15% less funds holding in top 10

Funds holding in top 10: 6152 (-9)

Holders
2,021
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
43.89%
Holding in Top 10
52
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-14.75%
% of All Funds
1.13%
New
125
Increased
905
Reduced
762
Closed
113
Calls
$1.41B
Puts
$1.43B
Net Calls
-$23.5M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1926
Ossiam
France
$78K +$84.4K +1,074 New
LA
1927
Legacy Advisors
Pennsylvania
$75K -$2.12K -27 -3%
LPWM
1928
Lake Point Wealth Management
Texas
$75K
WPW
1929
Winthrop Partners - WNY
New York
$72.7K -$479K -6,089 -86%
AFIA
1930
America First Investment Advisors
Nebraska
$72K -$11.4K -145 -13%
SCM
1931
Sarissa Capital Management
Connecticut
$72K
SWP
1932
Strategic Wealth Partners
Ohio
$71K +$47K +598 +160%
SHJ
1933
Sharkey, Howes & Javer
Colorado
$67K
CFN
1934
Cordasco Financial Network
Florida
$67K +$13.8K +175 +23%
RAM
1935
Riggs Asset Management
Pennsylvania
$62K
CT
1936
Clearstead Trust
Maine
$58K
HWM
1937
Holloway Wealth Management
Florida
$57K
EWA
1938
Evolution Wealth Advisors
Florida
$57K +$61.9K +788 New
SCA
1939
Stuart Chaussee & Associates
California
$55K
BAMG
1940
Brand Asset Management Group
Missouri
$54K
HI
1941
Hudock Inc
Pennsylvania
$52K -$6.6K -84 -10%
EARNEST Partners
1942
EARNEST Partners
Georgia
$51K
GWS
1943
Glassman Wealth Services
Virginia
$49K +$10.4K +132 +25%
FMP
1944
Financial Management Professionals
Texas
$48K
BCM
1945
Blume Capital Management
California
$47K
CIM
1946
Contravisory Investment Management
Massachusetts
$47K
TIM
1947
Tortoise Investment Management
New York
$45K -$22.7K -289 -32%
CWM
1948
Cedar Wealth Management
California
$44K +$47.2K +600 New
KIG
1949
Kessler Investment Group
Indiana
$43K -$22.6K -287 -33%
SIAS
1950
Shine Investment Advisory Services
Colorado
$43K

ABBV Hedge Fund Activity: Q2 2019 in Review

2,021 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2019, worth a combined $76.1B — down 8.2% from $82.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ABBV positions and 113 closed out — a net gain of 12 holders — while 905 added to existing stakes and 762 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Capital Research Global Investors, cutting an estimated $2.86B.

  • 2,021 institutional investors held AbbVie (ABBV) as of Q2 2019, down from 2,034 in Q1 2019.
  • Funds reported $76.1B of AbbVie stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 125 funds opened new AbbVie positions in Q2 2019 and 113 closed out, a net change of +12 holders.
  • The largest AbbVie buyer in Q2 2019 was Fidelity Investments, an estimated $1.06B added.
  • The largest AbbVie seller in Q2 2019 was Capital Research Global Investors, an estimated $2.86B sold.

Based on aggregated 13F filings for Q2 2019.