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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
JFG
2051
Jefferies Financial Group
New York
-$1.37M -17,028 Closed
CFSG
2052
Community Financial Services Group
Vermont
-$1.29M -16,001 Closed
MC
2053
MRJ Capital
New York
-$1.25M -15,462 Closed
LAIC
2054
Lederer & Associates Investment Counsel
California
-$1.13M -14,045 Closed
MC
2055
Machina Capital
France
-$1.07M -13,270 Closed
NMIFOAC
2056
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$1.01M -12,488 Closed
PWMAG
2057
Pinnacle Wealth Management Advisory Group
New Jersey
-$947K -11,747 Closed
MC
2058
Miles Capital
Iowa
-$921K -11,431 Closed
CI
2059
Cowen Inc
New York
-$845K -10,750 Closed
PWPCM
2060
Perella Weinberg Partners Capital Management
New York
-$852K -10,568 Closed
BWM
2061
Bernicke Wealth Management
Wisconsin
-$731K -9,071 Closed
JAFL
2062
Jay A. Fishman Ltd
Michigan
-$690K -8,556 Closed
AIC
2063
Ameritas Investment Company
Nebraska
-$649K -8,049 Closed
MWP
2064
Moller Wealth Partners
-$604K -7,126 Closed
JT
2065
Jump Trading
Illinois
-$566K -7,029 Closed
GJCM
2066
Grand Jean Capital Management
California
-$488K -6,055 Closed
SHA
2067
Seneca House Advisors
Virginia
-$436K -5,405 Closed
MWA
2068
Meridian Wealth Advisors
Texas
-$420K -5,211 Closed
STMM
2069
South Texas Money Management
Texas
-$397K -4,920 Closed
FTI
2070
Fiduciary Trust International
Massachusetts
-$449K -4,739 Closed
EA
2071
Emerald Advisers
Pennsylvania
-$356K -4,418 Closed
BSA
2072
Braun Stacey Associates
New York
-$350K -4,340 Closed
JGGDR
2073
JGP Global Gestao de Recursos
Brazil
-$308K -3,817 Closed
WP
2074
WealthShield Partners
North Carolina
-$301K -3,738 Closed
PBO
2075
Peoples Bank (Ohio)
Ohio
-$295K -3,655 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.