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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
SCA
1926
Stuart Chaussee & Associates
California
$57K
HWM
1927
Holloway Wealth Management
Florida
$56K
EARNEST Partners
1928
EARNEST Partners
Georgia
$54K
CCMW
1929
Cypress Capital Management (Wyoming)
Wyoming
$53K -$39.6K -578 -45%
KIG
1930
Kessler Investment Group
Indiana
$53K +$7.34K +107 +18%
LFG
1931
Larson Financial Group
Missouri
$53K +$15.7K +229 +48%
AM
1932
Atwater Malick
Pennsylvania
$52K +$47K +686 New
GWAG
1933
Garrett Wealth Advisory Group
Texas
$50.2K +$45.5K +663 New
BAMG
1934
Brand Asset Management Group
Missouri
$50K -$5.9K -86 -12%
FMP
1935
Financial Management Professionals
Texas
$50K
CIM
1936
Contravisory Investment Management
Massachusetts
$49K
SWM
1937
Selective Wealth Management
Virginia
$48K +$43.3K +631 New
SQA
1938
Simon Quick Advisors
New Jersey
$47K +$41.1K +600 +2,400%
SIAS
1939
Shine Investment Advisory Services
Colorado
$46K +$548 +8 +1%
CWM
1940
Cedar Wealth Management
California
$45K
Walleye Capital
1941
Walleye Capital
New York
$45K +$21.3K +310 +111%
AA
1942
AlphaMark Advisors
Kentucky
$44K -$216K -3,153 -85%
GT
1943
Glenmede Trust
Pennsylvania
$43.2K -$769K -11,211 -2%
WAS
1944
Winch Advisory Services
Wisconsin
$43K -$137 -2 -0.3%
VLKIM
1945
Van Lanschot Kempen Investment Management
Netherlands
$43K
EWM
1946
Edge Wealth Management
New York
$43K +$20.2K +295 +106%
LWA
1947
Lowe Wealth Advisors
Maryland
$42K +$6.86K +100 +22%
SWP
1948
Strategic Wealth Partners
Ohio
$40.3K +$832K +12,130 +1,248%
TF
1949
TimeScale Financial
Massachusetts
$40K -$686 -10 -2%
TIM
1950
Tortoise Investment Management
New York
$39K -$6.86K -100 -16%

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.