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AbbVie

2,002 hedge funds and large institutions have $80.2B invested in AbbVie in 2019 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 858 increasing their positions, 798 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5273 (+21)

5% more capital invested

Capital invested by funds: $76.1B → $80.2B (+$4.1B)

2.12% more ownership

Funds ownership: 69.55%71.67% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 798

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

1% less funds holding

Funds holding: 2,0212,002 (-19)

7% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.75B

Holders
2,002
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
43.9%
Holding in Top 10
73
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+40.38%
% of All Funds
1.6%
New
123
Increased
858
Reduced
798
Closed
124
Calls
$1.63B
Puts
$1.75B
Net Calls
-$116M
Net Calls Change
-$92.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2101
Capital Planning Advisors
California
-$202K -2,775 Closed
EIA
2102
Edgemoor Investment Advisors
Maryland
-$202K -2,775 Closed
WAM
2103
Wakefield Asset Management
Colorado
-$195K -2,677 Closed
TFA
2104
Transamerica Financial Advisors
Florida
-$186K -2,548 Closed
FMT
2105
First Mercantile Trust
Tennessee
-$183K -2,521 Closed
QT
2106
Quantamental Technologies
New York
-$142K -1,946 Closed
AIP
2107
Almanack Investment Partners
Pennsylvania
-$141K -1,945 Closed
PCP
2108
Proficio Capital Partners
Massachusetts
-$139K -1,915 Closed
TA
2109
TCG Advisors
Texas
-$137K -1,846 Closed
CWA
2110
Clarus Wealth Advisors
Arizona
-$128K -1,758 Closed
LPIC
2111
LeJeune Puetz Investment Counsel
Michigan
-$114K -1,568 Closed
MF
2112
Manchester Financial
California
-$108K -1,489 Closed
PG
2113
Proffitt & Goodson
Tennessee
-$84K -1,160 Closed
LA
2114
Legacy Advisors
Pennsylvania
-$75K -1,029 Closed
SHJ
2115
Sharkey, Howes & Javer
Colorado
-$67K -924 Closed
RCG
2116
Ruggie Capital Group
Florida
-$39K -530 Closed
TCM
2117
TD Capital Management
Tennessee
-$33K -455 Closed
CFA
2118
Camarda Financial Advisors
Florida
-$29K -399 Closed
AWM
2119
Arbor Wealth Management
Florida
-$28K -384 Closed
NCM
2120
Next Capital Management
New York
-$22K -299 Closed
HH
2121
HWG Holdings
Texas
-$18K -250 Closed
CQS
2122
Credential Qtrade Securities
-$9.53K -131 Closed
AS
2123
Altshuler Shaham
Israel
-$8.84K -129 -97%
RWA
2124
Redhawk Wealth Advisors
Minnesota
-$7K -100 Closed
HCM
2125
HMS Capital Management
Tennessee
-$3K -47 Closed

ABBV Hedge Fund Activity: Q3 2019 in Review

2,002 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2019, worth a combined $80.2B — up 5.4% from $76.1B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of ABBV and 123 opened new positions — a net loss of 1 holder — while 798 trimmed existing stakes and 858 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1B. The largest seller was Capital Research Global Investors, cutting an estimated $652M.

  • 2,002 institutional investors held AbbVie (ABBV) as of Q3 2019, down from 2,021 in Q2 2019.
  • Funds reported $80.2B of AbbVie stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2019 and 124 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1B added.
  • The largest AbbVie seller in Q3 2019 was Capital Research Global Investors, an estimated $652M sold.

Based on aggregated 13F filings for Q3 2019.