We are live on ! Find out more
ABBV icon

AbbVie

1,501 hedge funds and large institutions have $72.7B invested in AbbVie in 2014 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 589 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $449M

110% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 6980 (+11)

13% more capital invested

Capital invested by funds: $64.1B → $72.7B (+$8.59B)

7.96% more ownership

Funds ownership: 71.1%79.06% (+8%)

3% more funds holding

Funds holding: 1,4571,501 (+44)

1% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 589

Holders
1,501
Holders Change
+44
Holders Change %
+3.02%
% of All Funds
43.55%
Holding in Top 10
80
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.94%
% of All Funds
2.32%
New
105
Increased
581
Reduced
589
Closed
50
Calls
$1.05B
Puts
$449M
Net Calls
+$597M
Net Calls Change
+$482M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
601
American National Bank & Trust
Texas
$4.08M -$4.94K -89 -0.1%
MJRIC
602
Mogy Joel R Investment Counsel
California
$4.08M
MA
603
Montag & Associates
Georgia
$4.08M +$239K +4,306 +7%
AIM
604
Arcadia Investment Management
Michigan
$4.07M +$2.48M +44,590 +172%
CCG
605
Chatham Capital Group
Georgia
$4.07M +$71.3K +1,285 +2%
GF
606
Gabelli Funds
New York
$4.04M
SSWM
607
Smith Salley Wealth Management
North Carolina
$4.03M +$127K +2,287 +3%
JA
608
JLB & Associates
Michigan
$4.01M -$34.6K -623 -0.9%
JMFC
609
J.M. Forbes & Co
Massachusetts
$4.01M -$15.4K -277 -0.4%
TAM
610
Taurus Asset Management
New York
$3.96M -$16.7K -300 -0.4%
MCM
611
Monarch Capital Management
Indiana
$3.95M -$247K -4,455 -6%
AA
612
Ancora Advisors
Ohio
$3.93M -$425K -7,650 -10%
EAM
613
EULAV Asset Management
Florida
$3.93M +$1.83M +33,000 +94%
SCA
614
Salient Capital Advisors
Texas
$3.92M +$522K +9,396 +16%
CCT
615
Chemung Canal Trust
New York
$3.91M +$27.4K +494 +0.7%
TFF
616
Timothy F. Fidgeon
$3.9M -$33.3K -600 -0.9%
Parallax Volatility Advisers
617
Parallax Volatility Advisers
California
$3.88M +$3.73M +67,150 New
BIC
618
Bridges Investment Counsel
Nebraska
$3.87M
EB
619
Eastern Bank
Massachusetts
$3.86M +$646K +11,636 +21%
FMBTD
620
First Midwest Bank Trust Division
Illinois
$3.85M +$280K +5,051 +8%
GAM
621
Garrison Asset Management
Arkansas
$3.85M -$11.9K -215 -0.3%
CANC
622
Culbertson A N & Co
Virginia
$3.82M +$85.1K +1,532 +2%
PDN
623
Pensionfund DSM Netherlands
Netherlands
$3.81M
UR
624
USCA RIA
Texas
$3.81M +$365K +6,573 +11%
MKC
625
M. Kraus & Co
Vermont
$3.81M -$21.1K -380 -0.6%

ABBV Hedge Fund Activity: Q3 2014 in Review

1,501 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2014, worth a combined $72.7B — up 13% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ABBV positions and 50 closed out — a net gain of 55 holders — while 581 added to existing stakes and 589 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.35B. The largest seller was Norges Bank, cutting an estimated $634M.

  • 1,501 institutional investors held AbbVie (ABBV) as of Q3 2014, up from 1,457 in Q2 2014.
  • Funds reported $72.7B of AbbVie stock for Q3 2014, up 13% quarter-over-quarter.
  • 105 funds opened new AbbVie positions in Q3 2014 and 50 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2014 was Fidelity Investments, an estimated $1.35B added.
  • The largest AbbVie seller in Q3 2014 was Norges Bank, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2014.