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
MCM
1951
MV Capital Management
Maryland
$28K
TVWM
1952
Tower View Wealth Management
Wisconsin
$28K +$293 +3 +1%
PWAG
1953
Polaris Wealth Advisory Group
California
$26K -$574K -5,873 -96%
HI
1954
Harrington Investments
California
$25K
PA
1955
Perennial Advisors
New York
$24K
HH
1956
HWG Holdings
Texas
$23K -$962K -9,854 -98%
BAM
1957
Bruderman Asset Management
New York
$23K -$27.2K -279 -53%
RBC
1958
Roble Belko & Company
Pennsylvania
$23K
FFW
1959
Fusion Family Wealth
New York
$23K +$10.1K +103 +71%
MCM
1960
Mainstay Capital Management
Michigan
$22K +$3.91K +40 +20%
CA
1961
Crewe Advisors
Utah
$21K -$12.2K -125 -36%
TC
1962
Trilogy Capital
California
$21K -$391 -4 -2%
IF
1963
Ironwood Financial
Arizona
$20K
OSAM
1964
O'Shaughnessy Asset Management
Connecticut
$19K -$2.34M -23,957 -99%
JAM
1965
JCIC Asset Management
Ontario, Canada
$18K +$12.8K +131 +218%
DOA
1966
D'Orazio & Associates
Virginia
$18K +$19.1K +196 New
FEG
1967
Financial Enhancement Group
Indiana
$17K
IDBONY
1968
Israel Discount Bank of New York
New York
$15K
LFG
1969
LifePlan Financial Group
Ohio
$15K
WAM
1970
Watermark Asset Management
California
$15K +$98 +1 +0.6%
RWML
1971
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.2K
LWA
1972
Lowe Wealth Advisors
Maryland
$14K
SFPIA
1973
Stevens First Principles Investment Advisors
California
$12K +$3.03K +31 +33%
CFC
1974
Coyle Financial Counsel
Illinois
$12K +$13.1K +134 New
CA
1975
Centerpoint Advisors
Massachusetts
$10K +$3.81K +39 +59%

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.