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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
AWM
2001
Avondale Wealth Management
Texas
$6K
LWA
2002
Lenox Wealth Advisors
New York
$6K +$314 +4 +5%
RIM
2003
Ranger Investment Management
Texas
$5K
GC
2004
Globeflex Capital
California
$5K +$5.19K +66 New
PW
2005
Price Wealth
Texas
$5K +$5.74K +73 New
CPIA
2006
Cornell Pochily Investment Advisors
New York
$4.66K +$17.1K +218 +0.3%
CT
2007
Chicago Trust
Illinois
$4.59K +$288K +3,669 +6%
FCH
2008
Freestone Capital Holdings
Washington
$4.41K -$258K -3,288 -5%
UB
2009
UMB Bank
Missouri
$4.04K -$426K -5,422 -9%
MCM
2010
McMillion Capital Management
North Carolina
$4K +$4.32K +55 New
Fidelity International
2011
Fidelity International
Bermuda
$3K -$550 -7 -15%
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$3K
HCM
2013
HMS Capital Management
Tennessee
$3K +$3.69K +47 New
MWM
2014
Meridian Wealth Management
Kentucky
$2.35K +$5.34K +68 +2%
MWC
2015
MKD Wealth Coaches
Michigan
$2K
SQA
2016
Simon Quick Advisors
New Jersey
$1.82K +$1.97K +25 New
HHAA
2017
Henry H. Armstrong Associates
Pennsylvania
$1.78K
CIR
2018
Clear Investment Research
Georgia
$1K
BRWM
2019
B. Riley Wealth Management
Tennessee
$690 -$89.9K -1,144 -11%
UWM
2020
USAdvisors Wealth Management
Minnesota
$418 -$28.8K -367 -6%
WIM
2021
Westside Investment Management
California
$305 +$331K +4,206 New
NDSI
2022
Newman Dignan & Sheerar Inc
Rhode Island
$266
Voloridge Investment Management
2023
Voloridge Investment Management
Florida
-$28.3M -351,171 Closed
CWG
2024
C WorldWide Group
Denmark
-$10.1M -125,780 Closed
DSAM
2025
Dock Street Asset Management
Florida
-$6.68M -82,890 Closed

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.