We are live on ! Find out more
ABBV icon

AbbVie

1,692 hedge funds and large institutions have $68.3B invested in AbbVie in 2016 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 648 increasing their positions, 669 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 8185 (+4)

2% more funds holding

Funds holding: 1,6541,692 (+38)

1% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

2% less capital invested

Capital invested by funds: $69.4B → $68.3B (-$1.08B)

3% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 669

1.09% less ownership

Funds ownership: 68.28%67.19% (-1.1%)

Holders
1,692
Holders Change
+38
Holders Change %
+2.3%
% of All Funds
42.29%
Holding in Top 10
85
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.94%
% of All Funds
2.12%
New
147
Increased
648
Reduced
669
Closed
86
Calls
$1.06B
Puts
$1.04B
Net Calls
+$12.1M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Blackhill Capital
New Jersey
$13M -$610K -10,000 -5%
PA
302
Pinnacle Associates
New York
$12.9M -$1.79M -29,331 -12%
NB
303
Norinchukin Bank
Japan
$12.9M +$855K +14,001 +7%
IWA
304
Inspirion Wealth Advisors
Illinois
$12.9M -$190K -3,109 -1%
RIL
305
Rothschild Investment LLC
Illinois
$12.8M +$687K +11,255 +6%
LCM
306
LVM Capital Management
Michigan
$12.8M +$2.89M +47,427 +30%
LTFS
307
Ladenburg Thalmann Financial Services
Florida
$12.7M -$749K -12,278 -6%
OC
308
Oppenheimer & Co
New York
$12.7M -$1.44M -23,525 -10%
FAB
309
First American Bank
Illinois
$12.6M -$481K -7,879 -4%
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M -$635K -10,400 -5%
PP
311
Patten & Patten
Tennessee
$12.6M -$1.25M -20,485 -9%
LG
312
LaFleur & Godfrey
Michigan
$12.6M -$1.85M -30,235 -13%
First Manhattan
313
First Manhattan
New York
$12.5M -$58.4K -956 -0.5%
MHIC
314
Marble Harbor Investment Counsel
Massachusetts
$12.5M -$20.9K -343 -0.2%
CSIC
315
Clifford Swan Investment Counsel
California
$12.4M -$213K -3,491 -2%
Financial Engines Advisors
316
Financial Engines Advisors
California
$12.2M -$554K -9,070 -4%
SAM
317
Shell Asset Management
Netherlands
$12.1M +$1.2M +19,726 +11%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$12.1M -$2.14M -35,004 -15%
ASA
319
Armstrong Shaw Associates
Connecticut
$12M -$627K -10,269 -5%
GH
320
GAM Holding
Switzerland
$11.9M -$18.6K -304 -0.2%
GCC
321
Guardian Capital (Canada)
Ontario, Canada
$11.9M -$138K -2,267 -1%
Janus Henderson Group
322
Janus Henderson Group
United Kingdom
$11.9M -$150K -2,465 -1%
FA
323
FDx Advisors
Illinois
$11.8M +$4.5M +73,779 +64%
NMIMC
324
Northwestern Mutual Investment Management Company
Wisconsin
$11.7M +$1.56M +25,493 +16%
QAM
325
QCI Asset Management
New York
$11.5M +$171K +2,798 +2%

ABBV Hedge Fund Activity: Q4 2016 in Review

1,692 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2016, worth a combined $68.3B — down 1.6% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ABBV positions and 86 closed out — a net gain of 61 holders — while 648 added to existing stakes and 669 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $836M. The largest seller was Baker Bros. Advisors, cutting an estimated $773M.

  • 1,692 institutional investors held AbbVie (ABBV) as of Q4 2016, up from 1,654 in Q3 2016.
  • Funds reported $68.3B of AbbVie stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 147 funds opened new AbbVie positions in Q4 2016 and 86 closed out, a net change of +61 holders.
  • The largest AbbVie buyer in Q4 2016 was Capital Research Global Investors, an estimated $836M added.
  • The largest AbbVie seller in Q4 2016 was Baker Bros. Advisors, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2016.