We are live on ! Find out more
ABBV icon

AbbVie

1,423 hedge funds and large institutions have $56.7B invested in AbbVie in 2014 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 493 increasing their positions, 656 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $323M | Put options by funds: $156M

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0.09% less ownership

Funds ownership: 69.06%68.97% (-0.09%)

1% less funds holding

Funds holding: 1,4341,423 (-11)

3% less capital invested

Capital invested by funds: $58.2B → $56.7B (-$1.49B)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

25% less repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 656

Holders
1,423
Holders Change
-11
Holders Change %
-0.77%
% of All Funds
41.09%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
1.47%
New
72
Increased
493
Reduced
656
Closed
67
Calls
$323M
Puts
$156M
Net Calls
+$167M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
576
Foster & Motley
Ohio
$3.37M -$1.93M -38,109 -37%
BII
577
Bainco International Investors
Massachusetts
$3.37M -$315K -6,225 -9%
Northwestern Mutual Wealth Management
578
Northwestern Mutual Wealth Management
Wisconsin
$3.36M -$137K -2,717 -4%
SCA
579
Salient Capital Advisors
Texas
$3.35M +$1.07M +21,115 +48%
JWM
580
Jacobus Wealth Management
Wisconsin
$3.35M +$3.29M +65,172 New
KCM
581
Kornitzer Capital Management
Kansas
$3.35M
OMC
582
Overbrook Management Corp
New York
$3.35M -$182K -3,604 -5%
MAM
583
Meeder Asset Management
Ohio
$3.33M
OIM
584
Opus Investment Management
Massachusetts
$3.33M +$2.78M +55,000 +567%
CANC
585
Culbertson A N & Co
Virginia
$3.3M +$72.1K +1,427 +2%
PAAMCP
586
Pacific Alternative Asset Management Company (PAAMCO)
California
$3.29M +$3.24M +64,030 New
LJHT
587
Laurie J. Hall Trustee
$3.28M -$10.1K -200 -0.3%
BBA
588
BLB&B Advisors
Pennsylvania
$3.26M +$256K +5,068 +9%
ZAM
589
Zevin Asset Management
Massachusetts
$3.25M -$1.92M -37,984 -38%
NCMW
590
Northern Capital Management (Wisconsin)
Wisconsin
$3.25M +$326K +6,460 +11%
MYAM
591
Meiji Yasuda Asset Management
Japan
$3.23M -$664K -13,145 -17%
VP
592
Value Partners
Hong Kong
$3.22M
CIP
593
Convergence Investment Partners
Florida
$3.22M +$2.6M +51,450 +462%
TFF
594
Timothy F. Fidgeon
$3.21M -$10.1K -200 -0.3%
OPCM
595
Osborne Partners Capital Management
California
$3.19M +$128K +2,524 +4%
FMBTD
596
First Midwest Bank Trust Division
Illinois
$3.18M +$359K +7,098 +13%
FB
597
Fulton Bank
Pennsylvania
$3.17M -$1.38M -27,274 -31%
ISB
598
Iowa State Bank
Iowa
$3.17M +$109K +2,153 +4%
CD
599
Carl Domino
Florida
$3.16M -$15.9K -315 -0.5%
PIA
600
Piedmont Investment Advisors
North Carolina
$3.16M -$85.9K -1,700 -3%

ABBV Hedge Fund Activity: Q1 2014 in Review

1,423 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2014, worth a combined $56.7B — down 2.6% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ABBV positions and 67 closed out — a net gain of 5 holders — while 493 added to existing stakes and 656 trimmed.

The largest buyer was Capital International Investors, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 1,423 institutional investors held AbbVie (ABBV) as of Q1 2014, down from 1,434 in Q4 2013.
  • Funds reported $56.7B of AbbVie stock for Q1 2014, down 2.6% quarter-over-quarter.
  • 72 funds opened new AbbVie positions in Q1 2014 and 67 closed out, a net change of +5 holders.
  • The largest AbbVie buyer in Q1 2014 was Capital International Investors, an estimated $177M added.
  • The largest AbbVie seller in Q1 2014 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2014.