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AbbVie

1,957 hedge funds and large institutions have $101B invested in AbbVie in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 741 increasing their positions, 880 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 67.58%70.57% (+3%)

2% more capital invested

Capital invested by funds: $99.1B → $101B (+$2.02B)

2% less funds holding

Funds holding: 1,9971,957 (-40)

16% less repeat investments, than reductions

Existing positions increased: 741 | Existing positions reduced: 880

20% less funds holding in top 10

Funds holding in top 10: 128103 (-25)

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 94

31% less call options, than puts

Call options by funds: $897M | Put options by funds: $1.3B

Holders
1,957
Holders Change
-40
Holders Change %
-2%
% of All Funds
44.73%
Holding in Top 10
103
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-19.53%
% of All Funds
2.35%
New
69
Increased
741
Reduced
880
Closed
94
Calls
$897M
Puts
$1.3B
Net Calls
-$399M
Net Calls Change
-$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
2001
Anderson Hoagland & Co
Missouri
-$1.1M -11,875 Closed
MWA
2002
MFA Wealth Advisors
Pennsylvania
-$1.1M -11,592 Closed
REMPR
2003
Roof Eidam Maycock Peralta (REMP)
California
-$1.04M -11,215 Closed
TCM
2004
Teza Capital Management
Illinois
-$1.01M -10,872 Closed
CA
2005
Cynosure Advisors
Utah
-$1M -10,852 Closed
PCM
2006
Peak Capital Management
Colorado
-$988K -10,668 Closed
Fuller & Thaler Asset Management
2007
Fuller & Thaler Asset Management
California
-$982K -10,600 Closed
FRM
2008
Fox Run Management
Connecticut
-$902K -9,734 Closed
IP
2009
Investment Partners
Ohio
-$719K -7,759 Closed
NFA
2010
Nuveen Fund Advisors
Illinois
-$555K -5,986 Closed
PC
2011
Periscope Capital
Ontario, Canada
-$552K -5,967 Closed
ACM
2012
Alethea Capital Management
Washington
-$471K -5,085 Closed
3C
2013
361 Capital
Colorado
-$454K -4,901 Closed
BRF
2014
B. Riley Financial
California
-$439K -4,496 Closed
LP
2015
LMR Partners
United Kingdom
-$409K -4,417 Closed
Credit Agricole
2016
Credit Agricole
France
-$361K -3,902 Closed
NCMW
2017
Northern Capital Management (Wisconsin)
Wisconsin
-$349K -3,770 Closed
WRM
2018
Weybosset Research & Management
Rhode Island
-$340K -3,675 Closed
ASC
2019
Atalanta Sosnoff Capital
New York
-$340K -3,670 Closed
HS
2020
HighVista Strategies
Massachusetts
-$324K -3,500 Closed
HWA
2021
HCR Wealth Advisors
California
-$303K -3,484 Closed
GCC
2022
Game Creek Capital
Massachusetts
-$315K -3,400 Closed
MC
2023
MIG Capital
California
-$302K -3,263 Closed
OMC
2024
Old Mission Capital
Illinois
-$300K -3,238 Closed
AIA
2025
Allied Investment Advisors
Montana
-$263K -2,843 Closed

ABBV Hedge Fund Activity: Q3 2018 in Review

1,957 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2018, worth a combined $101B — up 2% from $99.1B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of ABBV and 69 opened new positions — a net loss of 25 holders — while 880 trimmed existing stakes and 741 added.

The largest buyer was Capital International Investors, adding an estimated $1.9B. The largest seller was Capital Research Global Investors, cutting an estimated $1.67B.

  • 1,957 institutional investors held AbbVie (ABBV) as of Q3 2018, down from 1,997 in Q2 2018.
  • Funds reported $101B of AbbVie stock for Q3 2018, up 2% quarter-over-quarter.
  • 69 funds opened new AbbVie positions in Q3 2018 and 94 closed out, a net change of -25 holders.
  • The largest AbbVie buyer in Q3 2018 was Capital International Investors, an estimated $1.9B added.
  • The largest AbbVie seller in Q3 2018 was Capital Research Global Investors, an estimated $1.67B sold.

Based on aggregated 13F filings for Q3 2018.