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
WTB
651
Washington Trust Bank
Washington
$3.36M -$55.9K -916 -2%
TFO
652
Tarbox Family Office
California
$3.36M
BCM
653
BTC Capital Management
Iowa
$3.33M +$489K +8,006 +18%
LCP
654
Legacy Capital Partners
Wisconsin
$3.33M +$172K +2,825 +6%
ACC
655
Accident Compensation Corp
New Zealand
$3.33M -$183K -3,000 -5%
AT
656
Argent Trust
Texas
$3.31M -$47.3K -775 -1%
SFA
657
Staton Financial Advisors
North Carolina
$3.3M +$328K +5,373 +11%
KRSITF
658
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.29M -$5.31K -87 -0.2%
BRM
659
Boston Research & Management
Massachusetts
$3.29M +$37.2K +610 +1%
TSW
660
Thompson Siegel & Walmsley
Virginia
$3.29M +$2.73M +44,693 +567%
OPCM
661
Osborne Partners Capital Management
California
$3.28M +$90.1K +1,476 +3%
YIA
662
YHB Investment Advisors
Connecticut
$3.28M -$84.1K -1,378 -3%
PTB
663
Pioneer Trust Bank
Oregon
$3.27M +$218K +3,575 +7%
SFS
664
Sowell Financial Services
Arkansas
$3.26M +$3.27M +53,542 New
BC
665
Brinker Capital
Pennsylvania
$3.24M +$2.51M +41,098 +386%
BKA
666
Brick & Kyle Associates
Pennsylvania
$3.24M +$19.9K +326 +0.6%
CFG
667
Citizens Financial Group
Rhode Island
$3.23M -$127K -2,084 -4%
HJGA
668
Hardman Johnston Global Advisors
Connecticut
$3.21M -$19.2K -314 -0.6%
BSPF
669
British Steel Pension Fund
United Kingdom
$3.19M
MC
670
Maverick Capital
Texas
$3.19M +$80.6K +1,320 +3%
SIC
671
Sigma Investment Counselors
Michigan
$3.18M -$62.3K -1,021 -2%
AIS
672
Accurate Investment Solutions
Pennsylvania
$3.17M +$210K +3,437 +7%
UB
673
UMB Bank
Missouri
$3.16M -$25.1K -411 -0.8%
CPA
674
Cowen Prime Advisors
New York
$3.15M
PWW
675
Pettyjohn Wood & White
Virginia
$3.13M -$489K -8,010 -14%

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.