We are live on ! Find out more
ABBV icon

AbbVie

1,604 hedge funds and large institutions have $73.6B invested in AbbVie in 2014 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 546 increasing their positions, 662 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 83

69% more call options, than puts

Call options by funds: $1.15B | Put options by funds: $678M

18% more funds holding in top 10

Funds holding in top 10: 8094 (+14)

7% more funds holding

Funds holding: 1,5011,604 (+103)

1% more capital invested

Capital invested by funds: $72.7B → $73.6B (+$899M)

8.54% less ownership

Funds ownership: 79.06%70.51% (-8.5%)

18% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 662

Holders
1,604
Holders Change
+103
Holders Change %
+6.86%
% of All Funds
42.77%
Holding in Top 10
94
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+17.5%
% of All Funds
2.51%
New
200
Increased
546
Reduced
662
Closed
83
Calls
$1.15B
Puts
$678M
Net Calls
+$470M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
CG Asset Management
New York
$2.96M -$47.3K -750 -2%
HMS
702
Hanseatic Management Services
New Mexico
$2.96M +$2.85M +45,149 New
PP
703
Paloma Partners
Connecticut
$2.95M +$2.51M +39,789 +748%
CIA
704
Covington Investment Advisors
Pennsylvania
$2.95M -$50.4K -800 -2%
VP
705
Value Partners
Hong Kong
$2.92M
Wellington Management Group
706
Wellington Management Group
Massachusetts
$2.92M +$1.02M +16,205 +57%
WTB
707
Washington Trust Bank
Washington
$2.92M +$180K +2,851 +7%
FMT
708
First Mercantile Trust
Tennessee
$2.91M -$168K -2,658 -6%
GMIM
709
General Motors Investment Management
New York
$2.89M +$695K +11,026 +33%
SSA
710
South Street Advisors
New York
$2.87M
FNBOMD
711
First National Bank of Mount Dora
Florida
$2.87M +$626K +9,925 +29%
SSI
712
Scott & Selber Inc
Texas
$2.86M +$10.2K +161 +0.4%
LPT
713
Legacy Private Trust
Wisconsin
$2.86M +$68.7K +1,090 +3%
SHA
714
Smith Hayes Advisers
Nebraska
$2.83M +$124K +1,961 +5%
DD
715
Dominick & Dominick
New York
$2.83M -$28.4K -450 -1%
GCA
716
Greenwood Capital Associates
South Carolina
$2.83M +$23.4K +371 +0.9%
MAM
717
Meeder Asset Management
Ohio
$2.82M +$2.72M +43,115 New
GIA
718
Guyasuta Investment Advisors
Pennsylvania
$2.81M +$15.6K +248 +0.6%
PLFAM
719
Pineno Levin & Ford Asset Management
Virginia
$2.81M -$173K -2,740 -6%
RC
720
RBO & Co
California
$2.81M -$92K -1,459 -3%
AAIM
721
American Assets Investment Management
California
$2.8M
HCM
722
Howland Capital Management
Massachusetts
$2.79M -$36.6K -580 -1%
BCP
723
Blue Chip Partners
Michigan
$2.79M +$2.69M +42,702 New
AB
724
Amalgamated Bank
New York
$2.79M -$393K -6,226 -13%
Harris Associates
725
Harris Associates
Illinois
$2.78M -$2.27K -36 -0.1%

ABBV Hedge Fund Activity: Q4 2014 in Review

1,604 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2014, worth a combined $73.6B — up 1.2% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new ABBV positions and 83 closed out — a net gain of 117 holders — while 546 added to existing stakes and 662 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $246M. The largest seller was Fidelity Investments, cutting an estimated $2.98B.

  • 1,604 institutional investors held AbbVie (ABBV) as of Q4 2014, up from 1,501 in Q3 2014.
  • Funds reported $73.6B of AbbVie stock for Q4 2014, up 1.2% quarter-over-quarter.
  • 200 funds opened new AbbVie positions in Q4 2014 and 83 closed out, a net change of +117 holders.
  • The largest AbbVie buyer in Q4 2014 was Egerton Capital (UK), an estimated $246M added.
  • The largest AbbVie seller in Q4 2014 was Fidelity Investments, an estimated $2.98B sold.

Based on aggregated 13F filings for Q4 2014.