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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$16.8B +$818M +10,740,344 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5B +$154M +2,025,980 +2%
BlackRock
3
BlackRock
New York
$8.76B +$345M +4,532,382 +5%
State Street
4
State Street
Massachusetts
$6.06B -$240M -3,153,509 -4%
Northern Trust
5
Northern Trust
Illinois
$1.98B +$92.9M +1,219,921 +6%
Bank of America
6
Bank of America
North Carolina
$1.75B +$131M +1,717,988 +10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.49B -$20.5M -269,637 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.36B +$24.4M +321,142 +2%
Capital World Investors
9
Capital World Investors
California
$1.35B +$896M +11,770,004 +343%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.34B
Norges Bank
11
Norges Bank
Norway
$1.22B -$16M -210,115 -2%
Wells Fargo
12
Wells Fargo
California
$1.19B -$45.5M -598,035 -4%
OAG
13
Orbis Allan Gray
Bermuda
$1.17B +$38M +499,005 +4%
Morgan Stanley
14
Morgan Stanley
New York
$1.07B -$149M -1,958,223 -14%
Federated Hermes
15
Federated Hermes
Pennsylvania
$945M -$342M -4,493,187 -30%
TCIM
16
TIAA CREF Investment Management
New York
$886M +$235M +3,093,486 +45%
Goldman Sachs
17
Goldman Sachs
New York
$873M +$11.1M +145,552 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$750M +$148M +1,938,588 +30%
Allianz Asset Management
19
Allianz Asset Management
Germany
$732M -$53M -696,140 -8%
Legal & General Group
20
Legal & General Group
United Kingdom
$721M +$5.21M +68,489 +0.9%
UBS Group
21
UBS Group
Switzerland
$709M -$34M -446,930 -5%
EIP
22
Epoch Investment Partners
New York
$699M -$37.8M -496,620 -6%
Capital International Investors
23
Capital International Investors
California
$698M +$346M +4,550,954 +138%
AIG
24
American International Group
New York
$688M -$2.7M -35,461 -0.5%
Ameriprise
25
Ameriprise
Minnesota
$647M -$186M -2,448,791 -25%

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.