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AbbVie
ABBV

Overview Fund Activity

2,032 hedge funds and large institutions have $82.8B invested in AbbVie in 2019 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 788 increasing their positions, 898 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
44.05%
Holding in Top 10
61
Holding in Top 10 Change
-87
Holding in Top 10 Change %
-58.78%
% of All Funds
1.32%
New
128
Increased
788
Reduced
898
Closed
130
Calls
$996M
Puts
$1.25B
Net Calls
-$252M
Net Calls Change
-$177M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$384M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$308M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$304M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$239M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.18B
2
Capital International Investors
Capital International Investors
California
-$400M
3
Morgan Stanley
Morgan Stanley
New York
-$309M
4
APG Asset Management
APG Asset Management
Netherlands
-$189M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHC
2001
Little House Capital
Massachusetts
$16K +$16K +200 New
CJA
2002
C-J Advisory
California
$16K +$16K +200 New
1832 Asset Management
2003
1832 Asset Management
Ontario, Canada
$15K -$3.83K -51 -20%
JAM
2004
JCIC Asset Management
Ontario, Canada
$15K – – –
1NWS
2005
1 North Wealth Services
Maryland
$14K – – –
SFPIA
2006
Stevens First Principles Investment Advisors
California
$13K – – –
LFG
2007
LifePlan Financial Group
Ohio
$13K – – –
IDBONY
2008
Israel Discount Bank of New York
New York
$13K – – –
LWA
2009
Lowe Wealth Advisors
Maryland
$12K – – –
JIR
2010
James Investment Research
Ohio
$11K -$959K -12,377 -99%
MAM
2011
Marquette Asset Management
Minnesota
$10K +$10K +121 New
CH
2012
Canton Hathaway
Rhode Island
$10K +$10K +130 New
CIA
2013
Cascade Investment Advisors
Oregon
$8.06K – – –
FFW
2014
Fusion Family Wealth
New York
$8K -$8.31K -107 -51%
BC
2015
Barnett & Company
Tennessee
$8K +$8K +100 New
LWA
2016
Lenox Wealth Advisors
New York
$6K -$8.48K -106 -59%
AWM
2017
Avondale Wealth Management
Texas
$6K -$1.65K -22 -22%
HCC
2018
Hirtle Callaghan & Co
Pennsylvania
$6K +$6K +69 New
RIM
2019
Ranger Investment Management
Texas
$5K +$323 +4 +7%
CT
2020
Chicago Trust
Illinois
$4.8K -$60 -749 -1%
Fidelity International
2021
Fidelity International
Bermuda
$4K -$8.51M -97,810 -100%
SGAM
2022
Smith Group Asset Management
Texas
$3K – – –
MFT
2023
Moisand Fitzgerald Tamayo
Florida
$3K – – –
SHIM
2024
Stone House Investment Management
Pennsylvania
$3K +$3K +35 New
CIA
2025
CSat Investment Advisory
Michigan
$2K +$267 +4 +15%
79 80
81
82 83