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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$12.9B +$143M +2,130,919 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.41B +$249M +3,706,941 +3%
BlackRock
3
BlackRock
New York
$6.82B +$125M +1,864,418 +2%
State Street
4
State Street
Massachusetts
$5.18B -$105M -1,568,127 -2%
Northern Trust
5
Northern Trust
Illinois
$1.53B -$14.8M -219,511 -1%
Bank of America
6
Bank of America
North Carolina
$1.31B -$56.5M -840,594 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.24B -$72.3M -1,074,948 -6%
Federated Hermes
8
Federated Hermes
Pennsylvania
$1.1B -$22M -326,904 -2%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.09B
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.09B +$7.76M +115,467 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$1.02B -$213M -3,165,549 -18%
Wells Fargo
12
Wells Fargo
California
$1.01B +$370K +5,497 +0%
Norges Bank
13
Norges Bank
Norway
$1.01B -$27.1M -403,301 -3%
OAG
14
Orbis Allan Gray
Bermuda
$921M +$225M +3,340,038 +36%
WIM
15
Woodford Investment Management
United Kingdom
$860M +$63M +937,500 +9%
Ameriprise
16
Ameriprise
Minnesota
$705M -$20.4M -304,132 -3%
Goldman Sachs
17
Goldman Sachs
New York
$702M +$97.8M +1,455,125 +18%
Allianz Asset Management
18
Allianz Asset Management
Germany
$648M -$35.6M -529,159 -6%
UBS Group
19
UBS Group
Switzerland
$611M +$34.9M +518,997 +7%
EIP
20
Epoch Investment Partners
New York
$606M +$42.2M +628,431 +8%
Legal & General Group
21
Legal & General Group
United Kingdom
$584M +$8.82M +131,159 +2%
AIG
22
American International Group
New York
$564M +$385K +5,727 +0.1%
TCIM
23
TIAA CREF Investment Management
New York
$499M +$11.3M +168,583 +3%
LSV Asset Management
24
LSV Asset Management
Illinois
$481M +$19.8M +295,076 +5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$471M -$26.6M -395,242 -6%

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.