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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
LA
601
Lynch & Associates
Indiana
$3.96M +$106K +1,738 +3%
WSCM
602
Wellington Shields Capital Management
New York
$3.96M -$47.7K -782 -1%
DSC
603
Duncker Streett & Co
Missouri
$3.95M +$274K +4,492 +8%
SC
604
Savant Capital
Illinois
$3.95M -$47.7K -781 -1%
PIM
605
Perkins Investment Management
Illinois
$3.94M +$104K +1,700 +3%
CIM
606
Chiron Investment Management
New York
$3.92M +$3.82M +62,601 New
APFBOT
607
Amica Pension Fund Board of Trustees
Rhode Island
$3.91M
EB
608
Eastern Bank
Massachusetts
$3.91M +$20.9K +342 +0.6%
WJA
609
Williams Jones & Associates
New York
$3.88M +$725K +11,883 +24%
WEC
610
Winslow Evans & Crocker
Massachusetts
$3.85M -$189K -3,092 -5%
TAM
611
Taurus Asset Management
New York
$3.82M -$6.1K -100 -0.2%
BCMO
612
Buckingham Capital Management (Ohio)
Ohio
$3.8M -$368K -6,030 -9%
FCH
613
Freestone Capital Holdings
Washington
$3.78M +$869K +14,240 +31%
SLI
614
Sumitomo Life Insurance
Japan
$3.78M -$152K -2,482 -4%
BRA
615
Bender Robert & Associates
California
$3.78M -$69K -1,130 -2%
BIA
616
Biondo Investment Advisors
Pennsylvania
$3.77M +$41.9K +687 +1%
NFA
617
Nuveen Fund Advisors
Illinois
$3.76M +$569K +9,327 +18%
CI
618
Cigna Investments
Connecticut
$3.76M +$3.66M +60,027 New
DSAM
619
Dock Street Asset Management
Florida
$3.75M +$334K +5,475 +10%
Thrivent Financial for Lutherans
620
Thrivent Financial for Lutherans
Minnesota
$3.75M +$103K +1,682 +3%
LFAS
621
Level Four Advisory Services
Texas
$3.73M +$3.64M +59,599 New
TFA
622
Toth Financial Advisory
Virginia
$3.72M +$433K +7,097 +14%
JWM
623
Jacobus Wealth Management
Wisconsin
$3.7M -$61 -1 -0%
NSIM
624
North Star Investment Management
Illinois
$3.7M +$373K +6,107 +12%
WI
625
Welch Investments
Alabama
$3.69M +$3.6M +58,947 New

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.